Plains GP Holdings
PAGP
227 hedge funds and large institutions have $1.68B invested in Plains GP Holdings in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
7% more funds holding
Funds holding: 212 → 227 (+15)
0.45% more ownership
Funds ownership: 84.75% → 85.2% (+0.45%)
5% less capital invested
Capital invested by funds: $1.77B → $1.68B (-$95.5M)
12% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 84
19% less call options, than puts
Call options by funds: $6.25M | Put options by funds: $7.76M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$29.7M |
| 2 |
Millennium Management
New York
|
+$15.7M |
| 3 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$13.3M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.93M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.9M |
| 2 |
Two Sigma Investments
New York
|
-$9.62M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.75M |
| 4 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$6.47M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$5.86M |
PAGP Hedge Fund Activity: Q4 2021 in Review
227 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q4 2021, worth a combined $1.68B — down 5.4% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PAGP positions and 11 closed out — a net gain of 15 holders — while 74 added to existing stakes and 84 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $29.7M. The largest seller was Wellington Management Group, cutting an estimated $13.9M.
- 227 institutional investors held Plains GP Holdings (PAGP) as of Q4 2021, up from 212 in Q3 2021.
- Funds reported $1.68B of Plains GP Holdings stock for Q4 2021, down 5.4% quarter-over-quarter.
- 26 funds opened new Plains GP Holdings positions in Q4 2021 and 11 closed out, a net change of +15 holders.
- The largest Plains GP Holdings buyer in Q4 2021 was Brookfield Corp, an estimated $29.7M added.
- The largest Plains GP Holdings seller in Q4 2021 was Wellington Management Group, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2021.