Plains GP Holdings
PAGP
304 hedge funds and large institutions have $2.83B invested in Plains GP Holdings in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 20 closing their positions.
172% more call options, than puts
Call options by funds: $112M | Put options by funds: $41.1M
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
28% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 90
7% more funds holding
Funds holding: 285 → 304 (+19)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
3% less capital invested
Capital invested by funds: $2.93B → $2.83B (-$101M)
2.36% less ownership
Funds ownership: 80.28% → 77.92% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
+$30.3M |
| 2 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$17.2M |
| 3 |
AG
Algert Global
San Francisco,
California
|
+$12.7M |
| 4 |
ClearBridge Investments
New York
|
+$12M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$38.5M |
| 2 |
Blackstone Inc
New York
|
-$25.6M |
| 3 |
Jennison Associates
New York
|
-$24.8M |
| 4 |
Morgan Stanley
New York
|
-$22.9M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$22.3M |
PAGP Hedge Fund Activity: Q4 2024 in Review
304 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Plains GP Holdings (PAGP) for Q4 2024, worth a combined $2.83B — down 3.4% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new PAGP positions and 20 closed out — a net gain of 25 holders — while 115 added to existing stakes and 90 trimmed.
The largest buyer was Chickasaw Capital Management, adding an estimated $30.3M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $38.5M sold.
- 304 institutional investors held Plains GP Holdings (PAGP) as of Q4 2024, up from 285 in Q3 2024.
- Funds reported $2.83B of Plains GP Holdings stock for Q4 2024, down 3.4% quarter-over-quarter.
- 45 funds opened new Plains GP Holdings positions in Q4 2024 and 20 closed out, a net change of +25 holders.
- The largest Plains GP Holdings buyer in Q4 2024 was Chickasaw Capital Management, an estimated $30.3M added.
- The largest Plains GP Holdings seller in Q4 2024 was Hennessy Advisors Inc, an estimated $38.5M sold.
Based on aggregated 13F filings for Q4 2024.