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Pembina Pipeline
PBA

Overview Fund Activity

391 hedge funds and large institutions have $11.1B invested in Pembina Pipeline in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
55
Increased
138
Reduced
130
Closed
23
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$189M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$88.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$770M
4
Deutsche Bank
4
Deutsche Bank
Germany
$546M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$418M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$147M
3
Canada Life
3
Canada Life
Manitoba, Canada
$24.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$112M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$596K +$197K +5,584 +49%
Squarepoint
227
Squarepoint
New York
$595K +$595K +16,836 New
SPC
228
Sigma Planning Corp
Michigan
$594K +$292K +8,249 +96%
BRWA
229
B. Riley Wealth Advisors
Florida
$591K +$55.5K +1,843 +10%
CIMLRA
230
CBRE Investment Management Listed Real Assets
Pennsylvania
$571K -$45.9K -1,300 -7%
BBI
231
Baxter Bros Inc
Connecticut
$551K -$45.9K -1,300 -8%
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$548K -$12.4K -352 -2%
DI
233
Disciplined Investments
Oklahoma
$548K +$548K +15,500 New
GAM
234
Gotham Asset Management
New York
$515K -$1.97M -55,717 -79%
CAN
235
Cetera Advisor Networks
California
$503K -$1.52M -43,030 -75%
Axa
236
Axa
France
$490K -$52.4K -1,482 -10%
WS
237
Wedbush Securities
California
$476K – – –
USAA
238
United Services Automobile Association
Texas
$464K – – –
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$461K -$9.26K -262 -2%
SPIS
240
Steward Partners Investment Solutions
Oregon
$461K +$44.8K +1,268 +11%
PI
241
PFG Investments
New York
$457K +$457K +12,927 New
JEST
242
JTC Employer Solutions Trustee
Jersey
$448K – – –
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$447K +$8.02K +227 +2%
S
244
SignatureFD
Georgia
$442K +$54.2K +1,534 +14%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$437K -$25.7K -727 -6%
OR
246
Olympiad Research
Connecticut
$427K +$427K +12,074 New
SPIA
247
Steward Partners Investment Advisory
New York
$426K -$48.9K -1,385 -10%
IA
248
IFP Advisors
Florida
$422K +$17.8K +504 +4%
CA
249
Cortland Associates
Missouri
$422K – – –
PCM
250
Prelude Capital Management
New York
$410K +$410K +11,591 New
8 9
10
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