Plains GP Holdings
PAGP
276 hedge funds and large institutions have $3.02B invested in Plains GP Holdings in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 100 reducing their positions, and 25 closing their positions.
618% more call options, than puts
Call options by funds: $97.1M | Put options by funds: $13.5M
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1% more funds holding
Funds holding: 272 → 276 (+4)
2% more capital invested
Capital invested by funds: $2.95B → $3.02B (+$72.9M)
0.85% less ownership
Funds ownership: 82.32% → 81.47% (-0.85%)
10% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$55.6M |
| 2 |
PBM
Propel Bio Management
Los Angeles,
California
|
+$25.2M |
| 3 |
Two Sigma Advisers
New York
|
+$20.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.1M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$53.9M |
| 2 |
Goldman Sachs
New York
|
-$33.5M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$24.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$22.7M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$22M |
PAGP Hedge Fund Activity: Q2 2024 in Review
276 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q2 2024, worth a combined $3.02B — up 2.5% from $2.95B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PAGP positions and 25 closed out — a net gain of 8 holders — while 90 added to existing stakes and 100 trimmed.
The largest buyer was BlackRock, adding an estimated $55.6M. The largest seller was ClearBridge Investments, cutting an estimated $53.9M.
- 276 institutional investors held Plains GP Holdings (PAGP) as of Q2 2024, up from 272 in Q1 2024.
- Funds reported $3.02B of Plains GP Holdings stock for Q2 2024, up 2.5% quarter-over-quarter.
- 33 funds opened new Plains GP Holdings positions in Q2 2024 and 25 closed out, a net change of +8 holders.
- The largest Plains GP Holdings buyer in Q2 2024 was BlackRock, an estimated $55.6M added.
- The largest Plains GP Holdings seller in Q2 2024 was ClearBridge Investments, an estimated $53.9M sold.
Based on aggregated 13F filings for Q2 2024.