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Pembina Pipeline
PBA

Overview Fund Activity

381 hedge funds and large institutions have $12.3B invested in Pembina Pipeline in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-10
Holders Change %
-2.56%
% of All Funds
5.54%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
32
Increased
146
Reduced
127
Closed
32
Calls
$176M
Puts
$400M
Net Calls
-$223M
Net Calls Change
-$137M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$131M
2
Fidelity International
Fidelity International
Bermuda
+$123M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$113M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$112M
5
Capital World Investors
Capital World Investors
California
+$82.1M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
-$70.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$52.7M
3
Millennium Management
Millennium Management
New York
-$52.1M
4
Bank of America
Bank of America
North Carolina
-$51.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
226
Jones Financial Companies
Missouri
$521K +$521K +14,057 New
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$503K +$18.5K +500 +4%
WS
228
Wedbush Securities
California
$492K -$7.23K -195 -1%
Capstone Investment Advisors
229
Capstone Investment Advisors
New York
$490K +$167K +4,510 +52%
LOAMS
230
Lombard Odier Asset Management (Switzerland)
Switzerland
$478K -$200K -5,377 -29%
JEST
231
JTC Employer Solutions Trustee
Jersey
$473K – – –
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$467K -$2.08K -56 -0.4%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$457K -$1.48K -40 -0.3%
CA
234
Cortland Associates
Missouri
$443K – – –
SFA
235
Sequoia Financial Advisors
Ohio
$442K +$18.8K +508 +4%
SPIA
236
Steward Partners Investment Advisory
New York
$441K -$5.75K -155 -1%
LBA
237
Letko, Brosseau & Associates
Quebec, Canada
$441K +$42K +1,132 +11%
OR
238
Olympiad Research
Connecticut
$434K -$13.3K -358 -3%
MA
239
Montag & Associates
Georgia
$429K – – –
FFM
240
Forum Financial Management
Illinois
$420K – – –
PCM
241
Prelude Capital Management
New York
$417K -$12.8K -344 -3%
CI
242
Cigna Investments
Connecticut
$409K +$18.8K +506 +5%
TI
243
Tidal Investments
Wisconsin
$393K +$105K +2,830 +36%
GIM
244
Gold Investment Management
Alberta, Canada
$392K +$16.5K +444 +4%
MCM
245
MAI Capital Management
Ohio
$391K +$7.42K +200 +2%
TYCC
246
Texas Yale Capital Corp
Florida
$378K – – –
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$371K +$19.4K +524 +6%
RCM
248
Requisite Capital Management
Texas
$371K – – –
CL
249
Choreo LLC
Illinois
$362K +$362K +9,820 New
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$357K +$17.4K +470 +5%
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