Plains GP Holdings
PAGP
233 hedge funds and large institutions have $2.86B invested in Plains GP Holdings in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 43 closing their positions.
1,114% more call options, than puts
Call options by funds: $76.8M | Put options by funds: $6.32M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2% more capital invested
Capital invested by funds: $2.82B → $2.86B (+$48.2M)
0.35% more ownership
Funds ownership: 83.9% → 84.26% (+0.35%)
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
0% less funds holding
Funds holding: 234 → 233 (-1)
3% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
+$81.4M |
| 2 |
PC
PointState Capital
New York
|
+$51.3M |
| 3 |
CCCA
Center Coast Capital Advisors
Houston,
Texas
|
+$40.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$32.9M |
| 5 |
RFS
Rockefeller Financial Services
New York
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
-$61.4M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$51.6M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$31.9M |
| 4 |
O
OppenheimerFunds
New York
|
-$27.9M |
| 5 |
MAMNY
Marathon Asset Management (New York)
New York
|
-$25.3M |
PAGP Hedge Fund Activity: Q4 2017 in Review
233 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q4 2017, worth a combined $2.86B — up 1.7% from $2.82B a quarter earlier.
Fund positioning in PAGP was balanced in Q4 2017: 43 funds opened new positions, 43 closed out, 76 added to existing stakes and 78 trimmed.
The largest buyer was Scopia Capital Management, adding an estimated $81.4M. The largest seller was Corvex Management, exiting entirely with an estimated $61.4M sold.
- 233 institutional investors held Plains GP Holdings (PAGP) as of Q4 2017, down from 234 in Q3 2017.
- Funds reported $2.86B of Plains GP Holdings stock for Q4 2017, up 1.7% quarter-over-quarter.
- 43 funds opened new Plains GP Holdings positions in Q4 2017 and 43 closed out, a net change of 0 holders.
- The largest Plains GP Holdings buyer in Q4 2017 was Scopia Capital Management, an estimated $81.4M added.
- The largest Plains GP Holdings seller in Q4 2017 was Corvex Management, an estimated $61.4M sold.
Based on aggregated 13F filings for Q4 2017.