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Pembina Pipeline

375 hedge funds and large institutions have $10.3B invested in Pembina Pipeline in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

2% more funds holding

Funds holding: 367375 (+8)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

1.25% less ownership

Funds ownership: 57.04%55.79% (-1.2%)

13% less capital invested

Capital invested by funds: $11.9B → $10.3B (-$1.58B)

87% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $411M

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
6.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
46
Increased
122
Reduced
122
Closed
34
Calls
$53.8M
Puts
$411M
Net Calls
-$358M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Spinnaker Trust
Maine
$442K
SMC
227
Smith, Moore & Co
Missouri
$433K -$3.85K -100 -0.8%
BAM
228
Belpointe Asset Management
Nevada
$425K +$88.6K +2,300 +24%
CA
229
Cortland Associates
Missouri
$422K
SPIA
230
Steward Partners Investment Advisory
New York
$422K +$42.5K +1,104 +10%
KAS
231
Kestra Advisory Services
Texas
$419K +$456K +11,853 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$413K -$1.23K -32 -0.3%
MA
233
Montag & Associates
Georgia
$411K
MA
234
Mutual Advisors
Nebraska
$403K +$439K +11,414 New
KJHP
235
K.J. Harrison & Partners
Ontario, Canada
$402K +$3.04K +79 +0.7%
FFM
236
Forum Financial Management
Illinois
$400K
GMA
237
Glassy Mountain Advisors
Maryland
$394K -$19.6K -510 -4%
WS
238
Wedbush Securities
California
$380K +$86.6K +2,248 +26%
Mariner
239
Mariner
Kansas
$378K +$411K +10,680 New
MCM
240
MAI Capital Management
Ohio
$375K -$2.93K -76 -0.7%
CI
241
Cigna Investments
Connecticut
$371K +$16K +415 +4%
VPIM
242
Vanguard Personalized Indexing Management
California
$367K +$399K +10,373 New
CIMLRA
243
CBRE Investment Management Listed Real Assets
Pennsylvania
$358K -$19.3K -500 -5%
GT
244
Glenmede Trust
Pennsylvania
$357K
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$354K
ACM
246
AlphaCrest Capital Management
New York
$350K -$109K -2,823 -22%
TFA
247
Teamwork Financial Advisors
Texas
$348K +$379K +9,832 New
SYBT
248
Stock Yards Bank & Trust
Kentucky
$344K +$30.9K +803 +9%
GIM
249
Groesbeck Investment Management
New Jersey
$329K
EVM
250
Evelyn V. Moreno
$323K

PBA Hedge Fund Activity: Q2 2022 in Review

375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2022, worth a combined $10.3B — down 13% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PBA positions and 34 closed out — a net gain of 12 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was British Columbia Investment Management, cutting an estimated $144M.

  • 375 institutional investors held Pembina Pipeline (PBA) as of Q2 2022, up from 367 in Q1 2022.
  • Funds reported $10.3B of Pembina Pipeline stock for Q2 2022, down 13% quarter-over-quarter.
  • 46 funds opened new Pembina Pipeline positions in Q2 2022 and 34 closed out, a net change of +12 holders.
  • The largest Pembina Pipeline buyer in Q2 2022 was Wellington Management Group, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q2 2022 was British Columbia Investment Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2022.