Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PLAINS GP HLDGS L P (PAGP)

310 + 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
↓ -8
Streak
2Q ▼
Buyers last Q
54%

Smart Money Signals — PAGP

Based on 296 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PAGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
296 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PAGP is almost the same as a year ago (+4 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

150 buying129 selling
Last quarter: 150 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 31 → 28 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 26% medium ■ 11% new
188 out of 296 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.
📊

Peak discovery — momentum slowing

43 → 42 → 31 → 28 → 26 new funds/Q
New funds entering each quarter: 42 → 31 → 28 → 26. PAGP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 310 current holders: 211 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
30 of 296 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 4 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: PAGP
2026 Q1 Stats Unlock in 22 days 310 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 310 319 -2.82%
13F Shares 154M 158M -3.11%
Total Value $2.94B $2.89B 1.65%
New Positions 26 28 -2
Increased Positions 139 151 -12
Closed Positions 37 30 +7
Reduced Positions 114 114 -
Total Calls 10 10 -
Total Puts 8 11 -27.27%
PUT/CALL Ratio 0.8 1.1 Neutral

Statistics: PAGP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

310 + investors

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

Top 25 institutional holders of PAGP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CHICKASAW CAPITAL MANAGEMENT LLC 7.45% 8,675,146 $211K
2 Founders Capital Management 3.03% 255,424 $6.2M
3 A. D. Beadell Investment Counsel, Inc. 2.51% 162,075 $4K
4 HF Advisory Group, LLC 1.89% 228,046 $5.5M
5 Artemis Investment Management LLP 1.73% 6,711,956 $163.0M
6 Turtle Creek Wealth Advisors, LLC 1.47% 800,338 $19.4M
7 CENTRAL VALLEY ADVISORS, LLC 1.16% 175,796 $4.3M
8 Gilman Hill Asset Management, LLC 1.14% 311,398 $7.6M
9 MILLER HOWARD INVESTMENTS INC /NY 0.94% 1,421,518 $34.5M
10 Diesslin Group, Inc. 0.90% 82,177 $2.0M
11 Oxbow Advisors, LLC 0.81% 390,960 $9.5M
12 WALNUT PRIVATE EQUITY PARTNERS, LLC 0.68% 51,000 $1.2M
13 SL ADVISORS, LLC 0.64% 15,565 $378K
14 Argent Advisors, Inc. 0.48% 71,748 $1.7M
15 Simplify Asset Management Inc. 0.47% 1,272,360 $30.9M
16 TWIN CITY PRIVATE WEALTH, LLC 0.47% 25,588 $621K
17 Ellsworth Advisors, LLC 0.34% 74,568 $1.8M
18 ELCO Management Co., LLC 0.25% 21,460 $521K
19 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.24% 51,000 $1.2M
20 Aegis Wealth Management LLC 0.22% 15,568 $378K
21 Bayforest Capital Ltd 0.20% 7,193 $175K
22 IVC Wealth Advisors LLC 0.17% 16,105 $391K
23 Adams Asset Advisors, LLC 0.16% 57,753 $1.4M
24 Highlander Partners, L.P. 0.14% 15,000 $364K
25 CWA Asset Management Group, LLC 0.13% 158,968 $3.9M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PAGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PAGP?

Slight buying edge — 54% buying: Last quarter: 150 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PAGP holders?

Strong quality — 27% AUM from major funds: 30 of 296 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PAGP?

64% of holders stayed for 2+ years: 188 out of 296 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.