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Pembina Pipeline

391 hedge funds and large institutions have $13.4B invested in Pembina Pipeline in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.11B)

2% more funds holding

Funds holding: 382391 (+9)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

1.14% less ownership

Funds ownership: 56.88%55.74% (-1.1%)

74% less call options, than puts

Call options by funds: $132M | Put options by funds: $515M

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.61%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
47
Increased
132
Reduced
132
Closed
34
Calls
$132M
Puts
$515M
Net Calls
-$383M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
BBI
226
Baxter Bros Inc
Connecticut
$565K -$58.6K -1,500 -10%
SEC
227
Seven Eight Capital
New York
$560K +$531K +13,570 New
WS
228
Wedbush Securities
California
$547K
SFA
229
Sequoia Financial Advisors
Ohio
$527K +$33.6K +860 +7%
JEST
230
JTC Employer Solutions Trustee
Jersey
$526K
PGH
231
Partners Group Holding
Switzerland
$517K
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$514K +$6.1K +156 +1%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$512K -$7.16K -183 -1%
SEI Investments
234
SEI Investments
Pennsylvania
$511K +$484K +12,388 New
EF
235
Empowered Funds
Pennsylvania
$509K +$237K +6,068 +97%
BBHC
236
Brown Brothers Harriman & Co
New York
$493K +$448K +11,462 +2,344%
CA
237
Cortland Associates
Missouri
$492K
LBA
238
Letko, Brosseau & Associates
Quebec, Canada
$490K
MA
239
Montag & Associates
Georgia
$477K
FFM
240
Forum Financial Management
Illinois
$467K
US Bancorp
241
US Bancorp
Minnesota
$460K +$78.7K +2,014 +22%
CI
242
Cigna Investments
Connecticut
$454K
GIM
243
Gold Investment Management
Alberta, Canada
$453K +$17.2K +439 +4%
MCM
244
MAI Capital Management
Ohio
$427K -$7.19K -184 -2%
TYCC
245
Texas Yale Capital Corp
Florida
$421K
CL
246
Choreo LLC
Illinois
$418K +$5.98K +153 +2%
NIM
247
Nexus Investment Management
Ontario, Canada
$413K -$977K -25,000 -71%
RCM
248
Requisite Capital Management
Texas
$412K
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$408K +$9.89K +253 +3%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$405K -$6.92K -177 -2%

PBA Hedge Fund Activity: Q3 2024 in Review

391 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2024, worth a combined $13.4B — up 9.1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PBA positions and 34 closed out — a net gain of 13 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity International, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $233M.

  • 391 institutional investors held Pembina Pipeline (PBA) as of Q3 2024, up from 382 in Q2 2024.
  • Funds reported $13.4B of Pembina Pipeline stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 47 funds opened new Pembina Pipeline positions in Q3 2024 and 34 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q3 2024 was Fidelity International, an estimated $301M added.
  • The largest Pembina Pipeline seller in Q3 2024 was Goldman Sachs, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2024.