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Pembina Pipeline

288 hedge funds and large institutions have $6.82B invested in Pembina Pipeline in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 120 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.43M

90% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 63

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $5.97B → $6.82B (+$852M)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

4.09% more ownership

Funds ownership: 46.75%50.85% (+4.1%)

1% more funds holding

Funds holding: 285288 (+3)

Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
29
Increased
120
Reduced
63
Closed
26
Calls
$10.9M
Puts
$3.43M
Net Calls
+$7.52M
Net Calls Change
-$8.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
226
Linscomb Wealth
Texas
$116K +$113K +3,500 New
DADC
227
D.A. Davidson & Co
Montana
$103K +$32 +1 +0%
EP
228
Elkfork Partners
Oregon
$102K
ASN
229
Advisory Services Network
Georgia
$95K +$20.3K +628 +28%
NAMA
230
Nikko Asset Management Americas
New York
$86K
VFM
231
Viking Fund Management
North Dakota
$86K +$3.24K +100 +4%
AWM
232
Avior Wealth Management
Nebraska
$83K
RCM
233
Riverhead Capital Management
Delaware
$83K
IP
234
Intellectus Partners
California
$81K +$777 +24 +1%
TAM
235
Tyers Asset Management
Texas
$74K
CBOA
236
Commonwealth Bank of Australia
Australia
$72K -$2.49K -77 -3%
GT
237
Glenmede Trust
Pennsylvania
$67K
EWM
238
Evercore Wealth Management
New York
$66K +$64.8K +2,000 New
QI
239
QV Investors
Alberta, Canada
$64K +$48.6K +1,500 New
CT
240
Clearstead Trust
Maine
$62K
DBT
241
Dubuque Bank & Trust
Iowa
$58K
JCM
242
Jacobi Capital Management
Pennsylvania
$49K
JWA
243
JFS Wealth Advisors
Pennsylvania
$49K
GI
244
Gradient Investments
Minnesota
$44K +$10.8K +333 +33%
CIA
245
ClearBridge Investments (Australia)
Australia
$42K -$7.45K -230 -15%
HCM
246
Highlander Capital Management
New Jersey
$41K +$25.5K +787 +185%
CPIG
247
Chicago Partners Investment Group
Illinois
$35K +$35.8K +1,104 New
PCP
248
Proficio Capital Partners
Massachusetts
$34K +$15.8K +488 +97%
RFA
249
Reilly Financial Advisors
California
$33K
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$31K +$324 +10 +1%