Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Plains GP Hldgs L P (PAGP)

336 + Investors. Track Smart Money conviction in PAGP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — PAGP

Based on 346 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
346 hedge funds hold PAGP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

156 buying166 selling
Last quarter: 166 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 29 → 60 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new
207 out of 346 hedge funds have held PAGP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

34 → 31 → 29 → 60 → 36 new funds/Q
New funds entering each quarter: 31 → 29 → 60 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 18% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 360 holders: 239 (66%) are 2+ year veterans, 55 entered 1–2 years ago, and 66 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
42 of 339 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PAGP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PAGP

In 2026 Q2, 156 hedge funds were net buyers of PAGP (36 opened a new position, 120 added to an existing one), while 166 reduced or exited (130 trimmed, 36 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in PAGP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 346.

Hedge Fund Ownership: PAGP

How many hedge funds hold PAGP — quarterly history vs. share price
Quarterly hedge fund ownership of PAGP vs. share price

Market Analysis: PAGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PAGP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 10 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: PAGP
336 + Investors

Track Smart Money conviction in PAGP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 336 346 -2.89%
13F Shares 172M 179M -4.07%
Total Value $3.92B $4.08B -3.94%
New Positions 35 60 -25
Increased Positions 113 123 -10
Closed Positions 38 27 +11
Reduced Positions 126 93 +33
Total Calls 11 12 -8.33%
Total Puts 9 11 -18.18%
PUT/CALL Ratio 0.82 0.92 Neutral

Statistics: PAGP

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Institutional Holders (2026 Q2)

336 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PAGP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PAGP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Propel Bio Management, LLC 16.16% 1,272,360 $30.9M
2 RR Advisors, LLC 5.53% 787,888 $19.1M
3 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.12% 3,795,000 $92.1M
4 Heronetta Management, L.P. 4.03% 181,025 $4.4M
5 McGowan Group Asset Management, Inc. 3.96% 1,342,670 $32.6M
6 Amplify Investments, LLC 3.91% 11,660 $283K
7 Energy Income Partners, LLC 3.45% 9,045,863 $219.5M
8 Goodman Financial Corp 3.13% 834,230 $20.2M
9 Tortoise Capital Advisors, L.L.C. 2.74% 11,116,796 $269.8M
10 Founders Capital Management 2.71% 258,172 $6.3M
11 Recurrent Investment Advisors LLC 2.71% 1,791,325 $43.6M
12 HF Advisory Group, LLC 1.59% 211,872 $5.1M
13 JRM Investment Counsel, LLC 1.50% 255,000 $6.2M
14 Pinnacle Holdings, LLC 1.21% 161,791 $3.9M
15 Artemis Investment Management LLP 1.14% 5,276,057 $128.0M
16 Central Valley Advisors, LLC 1.09% 175,704 $4.3M
17 Gilman Hill Asset Management, LLC 1.04% 313,713 $7.6M
18 Turtle Creek Wealth Advisors, LLC 1.04% 810,338 $19.7M
19 Miller Howard Investments Inc /Ny 0.90% 1,395,186 $33.9M
20 Oxbow Advisors, LLC 0.80% 403,349 $9.8M
21 Diesslin Group, Inc. 0.78% 82,841 $2.0M
22 Advisors Capital Management, LLC 0.76% 2,942,570 $71.4M
23 Walnut Private Equity Partners, LLC 0.67% 51,000 $1.2M
24 Sl Advisors, LLC 0.66% 15,450 $375K
25 Yaupon Capital Management LP 0.65% 1,354,670 $32.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Plains GP Hldgs L P (PAGP)

What does the Smart Money Trend signal show for PAGP?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PAGP?

More sellers than buyers — 48% buying: Last quarter: 166 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PAGP holders?

Elite ownership — 48% AUM from top-100 funds: 42 of 339 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PAGP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PAGP?

60% of holders stayed for 2+ years: 207 out of 346 hedge funds have held PAGP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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