PBA icon

Pembina Pipeline
PBA

Overview Fund Activity

347 hedge funds and large institutions have $9.12B invested in Pembina Pipeline in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-21
Holders Change %
-5.71%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
129
Reduced
119
Closed
41
Calls
$114M
Puts
$404M
Net Calls
-$291M
Net Calls Change
+$17.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79.4M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$389M
4
BC
Brookfield Corp
Ontario, Canada
$30.6M
5
UM
UniSuper Management
Australia
$58.2M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$243M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M
3
DZ Bank
DZ Bank
Germany
$23.6M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$62.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
226
Cerity Partners
New York
$328K -$120K -4,000 -27%
O
227
Ossiam
France
$327K -$1.1M -36,441 -77%
SFA
228
Sequoia Financial Advisors
Ohio
$327K +$41.1K +1,367 +14%
API
229
Advisor Partners II
California
$322K +$13K +431 +4%
CI
230
Cigna Investments
Connecticut
$318K – – –
AWA
231
Acorn Wealth Advisors
Michigan
$313K -$18.1K -603 -5%
MCM
232
MAI Capital Management
Ohio
$307K – – –
TYCC
233
Texas Yale Capital Corp
Florida
$307K – – –
RCM
234
Requisite Capital Management
Texas
$301K +$301K +10,000 New
SS
235
Simplicity Solutions
Minnesota
$281K +$4.78K +159 +2%
BFG
236
Bleakley Financial Group
New Jersey
$281K +$4.78K +159 +2%
VPIM
237
Vanguard Personalized Indexing Management
California
$279K -$5.47K -182 -2%
YCM
238
Yousif Capital Management
Michigan
$278K – – –
CA
239
Cetera Advisors
Colorado
$274K +$15.2K +505 +6%
TFA
240
Teamwork Financial Advisors
Texas
$274K +$13.9K +462 +5%
PAG
241
Private Advisor Group
New Jersey
$274K – – –
US Bancorp
242
US Bancorp
Minnesota
$273K -$23.6K -784 -8%
SYBT
243
Stock Yards Bank & Trust
Kentucky
$271K -$21K -700 -7%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$269K -$10.6K -353 -4%
CCM
245
Chilton Capital Management
Texas
$268K – – –
CAM
246
Cresset Asset Management
Illinois
$251K -$134K -4,443 -35%
SBIA
247
Sheaff Brock Investment Advisors
Indiana
$250K +$1.11K +37 +0.4%
Prudential Financial
248
Prudential Financial
New Jersey
$237K – – –
SMC
249
Smith, Moore & Co
Missouri
$236K -$4.51K -150 -2%
HNB
250
Huntington National Bank
Ohio
$233K +$120K +4,002 +107%
8 9
10
11 12