Plains GP Holdings
PAGP
221 hedge funds and large institutions have $1.93B invested in Plains GP Holdings in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 30 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
33% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $14.4M
31% more capital invested
Capital invested by funds: $1.47B → $1.93B (+$458M)
10% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 30
2.58% more ownership
Funds ownership: 80.76% → 83.33% (+2.6%)
1% more funds holding
Funds holding: 218 → 221 (+3)
1% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$24.3M |
| 2 |
RA
RR Advisors
Dallas,
Texas
|
+$22.4M |
| 3 |
Two Sigma Investments
New York
|
+$20.4M |
| 4 |
Goldman Sachs
New York
|
+$19.9M |
| 5 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$20.2M |
| 2 |
Millennium Management
New York
|
-$19.1M |
| 3 |
Morgan Stanley
New York
|
-$14.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.67M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$7.98M |
PAGP Hedge Fund Activity: Q2 2021 in Review
221 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q2 2021, worth a combined $1.93B — up 31% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PAGP positions and 30 closed out — a net gain of 3 holders — while 73 added to existing stakes and 72 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $24.3M. The largest seller was Mackenzie Financial, cutting an estimated $20.2M.
- 221 institutional investors held Plains GP Holdings (PAGP) as of Q2 2021, up from 218 in Q1 2021.
- Funds reported $1.93B of Plains GP Holdings stock for Q2 2021, up 31% quarter-over-quarter.
- 33 funds opened new Plains GP Holdings positions in Q2 2021 and 30 closed out, a net change of +3 holders.
- The largest Plains GP Holdings buyer in Q2 2021 was ClearBridge Investments, an estimated $24.3M added.
- The largest Plains GP Holdings seller in Q2 2021 was Mackenzie Financial, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2021.