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Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$248K
DADC
227
D.A. Davidson & Co
Montana
$248K +$239K +8,604 New
PA
228
PFG Advisors
Arizona
$243K +$234K +8,423 New
CI
229
Cigna Investments
Connecticut
$242K -$4.06K -146 -2%
ONST
230
Old North State Trust
North Carolina
$237K
LPIC
231
LeJeune Puetz Investment Counsel
Michigan
$217K
CS
232
Comerica Securities
Michigan
$215K +$206K +7,429 New
ECG
233
Edge Capital Group
Georgia
$212K +$204K +7,350 New
ACP
234
Aveo Capital Partners
Colorado
$209K +$201K +7,250 New
CAN
235
Cetera Advisor Networks
California
$207K +$200K +7,182 New
FMT
236
First Mercantile Trust
Tennessee
$204K -$14K -505 -7%
APP
237
Avantax Planning Partners
Iowa
$202K +$194K +6,991 New
BC
238
Bridgefront Capital
Texas
$202K +$195K +7,010 New
GIBU
239
Gulf International Bank (UK)
United Kingdom
$164K -$27.8K -1,000 -15%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$157K -$26.8K -963 -15%
GWSG
241
GPS Wealth Strategies Group
Colorado
$140K +$136K +4,882 New
Group One Trading
242
Group One Trading
Illinois
$136K +$72.2K +2,600 +124%
BCM
243
Birch Capital Management
Texas
$135K +$9.72K +350 +8%
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$119K -$6.11K -220 -5%
BCV
245
Banque Cantonale Vaudoise
Switzerland
$117K +$7.78K +280 +7%
HNB
246
Huntington National Bank
Ohio
$106K +$8.34K +300 +9%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$105K +$23.9K +861 +31%
QCG
248
Quadrant Capital Group
Ohio
$98K +$35.8K +1,289 +61%
EP
249
Eudaimonia Partners
Tennessee
$78K +$4.22K +152 +6%
AWM
250
Avior Wealth Management
Nebraska
$71K -$6.53K -235 -9%

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.