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Pembina Pipeline

310 hedge funds and large institutions have $5.94B invested in Pembina Pipeline in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

4.97% more ownership

Funds ownership: 52.75%57.71% (+5%)

4% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.8M

11% less funds holding

Funds holding: 349310 (-39)

45% less capital invested

Capital invested by funds: $10.7B → $5.94B (-$4.8B)

55% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 64

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
310
Holders Change
-39
Holders Change %
-11.17%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
29
Increased
117
Reduced
100
Closed
64
Calls
$10.3M
Puts
$10.8M
Net Calls
-$430K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$46K +$80.6K +2,452 New
ASN
227
Advisory Services Network
Georgia
$40K +$9.69K +295 +16%
BCM
228
Birch Capital Management
Texas
$40K +$69.1K +2,104 New
SIM
229
Sonora Investment Management
Arizona
$34K
AF
230
Advisornet Financial
Minnesota
$33K
EP
231
Eudaimonia Partners
Tennessee
$32K
AIC
232
Ameritas Investment Company
Nebraska
$31K +$53.9K +1,639 New
APA
233
American Portfolios Advisors
New York
$29.4K
BCA
234
Berman Capital Advisors
Georgia
$28K -$9.36K -285 -16%
JCM
235
Jacobi Capital Management
Pennsylvania
$28K
JWA
236
JFS Wealth Advisors
Pennsylvania
$28K
QCG
237
Quadrant Capital Group
Ohio
$27K -$466K -14,185 -91%
AIL
238
AGF Investments LLC
Ontario, Canada
$27K +$591 +18 +1%
CAW
239
Cornerstone Advisors (Washington)
Washington
$26K +$13.9K +422 +44%
TCOV
240
Trust Company of Vermont
Vermont
$25K -$4.93K -150 -10%
GI
241
Gradient Investments
Minnesota
$25K +$3.29K +100 +8%
US Bancorp
242
US Bancorp
Minnesota
$23K -$13.9K -424 -25%
HCM
243
Highlander Capital Management
New Jersey
$23K
HPC
244
HM Payson & Co
Maine
$21K
WTC
245
WhitTier Trust Company
Nevada
$21K
WB
246
Webster Bank
Connecticut
$19K -$4.27K -130 -12%
TL
247
TrueWealth LLC
Georgia
$19K
JFA
248
JNBA Financial Advisors
Minnesota
$18K
SF
249
Synovus Financial
Georgia
$18K
CFB
250
Cullen/Frost Bankers
Texas
$17K