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Pembina Pipeline
PBA

Overview Fund Activity

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$96.6M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$69.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$39.7M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$107M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$82.5M
3
Fidelity International
Fidelity International
Bermuda
-$75.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$51.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
226
Seven Eight Capital
New York
$411K -$116K -3,584 -22%
BAM
227
Belpointe Asset Management
Nevada
$408K +$3.24K +100 +0.8%
CT
228
Clearstead Trust
Maine
$405K – – –
Assenagon Asset Management
229
Assenagon Asset Management
Luxembourg
$404K -$39.5K -1,222 -9%
KAS
230
Kestra Advisory Services
Texas
$389K -$8.65K -267 -2%
CA
231
Cortland Associates
Missouri
$387K – – –
TI
232
Tidal Investments
Wisconsin
$387K +$387K +11,941 New
MA
233
Mutual Advisors
Nebraska
$378K +$7.71K +238 +2%
MA
234
Montag & Associates
Georgia
$375K – – –
FFM
235
Forum Financial Management
Illinois
$367K – – –
KJHP
236
K.J. Harrison & Partners
Ontario, Canada
$366K – – –
SMC
237
Smith, Moore & Co
Missouri
$365K +$2.2K +68 +0.6%
ClearBridge Investments
238
ClearBridge Investments
New York
$359K -$60.9K -1,880 -15%
AWA
239
Acorn Wealth Advisors
Michigan
$351K -$20.5K -632 -6%
TFA
240
Teamwork Financial Advisors
Texas
$348K -$16.9K -521 -5%
QI
241
Qtron Investments
Massachusetts
$341K – – –
CI
242
Cigna Investments
Connecticut
$340K – – –
GWM
243
Geneos Wealth Management
Colorado
$334K -$499K -15,416 -60%
Mitsubishi UFJ Trust & Banking
244
Mitsubishi UFJ Trust & Banking
Japan
$332K -$107M -3,307,386 -100%
MCM
245
MAI Capital Management
Ohio
$330K – – –
Luther King Capital Management (LKCM)
246
Luther King Capital Management (LKCM)
Texas
$324K – – –
SYBT
247
Stock Yards Bank & Trust
Kentucky
$315K – – –
YCM
248
Yousif Capital Management
Michigan
$300K – – –
TSS
249
Two Sigma Securities
New York
$300K +$300K +9,245 New
BFG
250
Bleakley Financial Group
New Jersey
$298K +$19.3K +596 +7%
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