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Pembina Pipeline

285 hedge funds and large institutions have $5.97B invested in Pembina Pipeline in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

802% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $1.95M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 265285 (+20)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

3% less capital invested

Capital invested by funds: $6.14B → $5.97B (-$179M)

2.78% less ownership

Funds ownership: 49.53%46.75% (-2.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
285
Holders Change
+20
Holders Change %
+7.55%
% of All Funds
7.09%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
43
Increased
90
Reduced
84
Closed
21
Calls
$17.6M
Puts
$1.95M
Net Calls
+$15.6M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
251
BlackRock
New York
$17K +$16.7K +525 New
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K
MFW
253
Mosaic Family Wealth
Missouri
$16K
PCP
254
Proficio Capital Partners
Massachusetts
$16K +$4.29K +135 +37%
AIM
255
Acrospire Investment Management
Illinois
$16K +$15.9K +500 New
FANJ
256
Financial Architects (New Jersey)
New Jersey
$13K
HCM
257
Highlander Capital Management
New Jersey
$13K
VIA
258
Vantage Investment Advisors
Pennsylvania
$13K
MAS
259
Madden Advisory Services
Florida
$13K +$13.5K +425 New
Bessemer Group
260
Bessemer Group
New Jersey
$12K +$12.2K +383 New
DAM
261
Delta Asset Management
Tennessee
$10K
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$10K
LJHT
263
Laurie J. Hall Trustee
$9.12K
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$9.07K
SHJ
265
Sharkey, Howes & Javer
Colorado
$8K +$8.07K +254 New
TCM
266
Tradewinds Capital Management
Washington
$7K
VWM
267
Valley Wealth Managers
New Jersey
$7K
ZB
268
Zions Bancorporation
Utah
$6K -$21.1K -664 -78%
NIT
269
NumerixS Investment Technologies
British Columbia, Canada
$6K +$6.36K +200 New
ACM
270
Armbruster Capital Management
New York
$5K
PSUF
271
People's United Financial
Connecticut
$5K
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$32 +1 +0.7%
PA
273
Parallel Advisors
California
$5K +$5.4K +170 New
WIM
274
Westside Investment Management
California
$4.11K +$32 +1 +0.8%
WA
275
Winfield Associates
Ohio
$4K

PBA Hedge Fund Activity: Q1 2017 in Review

285 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2017, worth a combined $5.97B — down 2.9% from $6.14B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PBA positions and 21 closed out — a net gain of 22 holders — while 90 added to existing stakes and 84 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $60.7M. The largest seller was 1832 Asset Management, cutting an estimated $220M.

  • 285 institutional investors held Pembina Pipeline (PBA) as of Q1 2017, up from 265 in Q4 2016.
  • Funds reported $5.97B of Pembina Pipeline stock for Q1 2017, down 2.9% quarter-over-quarter.
  • 43 funds opened new Pembina Pipeline positions in Q1 2017 and 21 closed out, a net change of +22 holders.
  • The largest Pembina Pipeline buyer in Q1 2017 was Tortoise Capital Advisors, an estimated $60.7M added.
  • The largest Pembina Pipeline seller in Q1 2017 was 1832 Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.