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Pembina Pipeline

366 hedge funds and large institutions have $10.6B invested in Pembina Pipeline in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $9.12B → $10.6B (+$1.49B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 349366 (+17)

1.03% more ownership

Funds ownership: 54.88%55.91% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 123

63% less call options, than puts

Call options by funds: $178M | Put options by funds: $485M

Holders
366
Holders Change
+17
Holders Change %
+4.87%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
119
Reduced
123
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$394K +$357K +11,142 +3,653%
FFM
227
Forum Financial Management
Illinois
$390K
VPIM
228
Vanguard Personalized Indexing Management
California
$388K +$64.1K +2,001 +22%
S
229
SignatureFD
Georgia
$378K +$118K +3,688 +51%
CI
230
Cigna Investments
Connecticut
$363K
CA
231
Continuum Advisory
Idaho
$361K -$1.05M -32,904 -76%
MCM
232
MAI Capital Management
Ohio
$358K +$6.38K +199 +2%
SLAM
233
Swiss Life Asset Management
$356K -$30.8K -960 -9%
TYCC
234
Texas Yale Capital Corp
Florida
$351K
GIM
235
Gold Investment Management
Alberta, Canada
$349K +$324K +10,126 New
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$346K +$308K +9,607 New
CCM
237
Chickasaw Capital Management
Tennessee
$344K +$320K +10,000 New
US Bancorp
238
US Bancorp
Minnesota
$343K +$29.2K +911 +10%
AWA
239
Acorn Wealth Advisors
Michigan
$336K -$20.4K -636 -6%
QI
240
Qtron Investments
Massachusetts
$322K +$298K +9,295 New
YCM
241
Yousif Capital Management
Michigan
$319K
O
242
Ossiam
France
$318K -$52.1K -1,626 -15%
LI
243
Louisbourg Investments
New Brunswick, Canada
$316K +$292K +9,120 New
CA
244
Cetera Advisors
Colorado
$315K +$865 +27 +0.3%
NA
245
NewEdge Advisors
Louisiana
$312K +$52.4K +1,635 +22%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$308K
SYBT
247
Stock Yards Bank & Trust
Kentucky
$307K -$3.3K -103 -1%
CCM
248
Chilton Capital Management
Texas
$307K
SPC
249
Sigma Planning Corp
Michigan
$295K -$286K -8,933 -51%
SBIA
250
Sheaff Brock Investment Advisors
Indiana
$286K