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Pembina Pipeline

284 hedge funds and large institutions have $7.46B invested in Pembina Pipeline in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $5.06M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $6.82B → $7.46B (+$642M)

1.59% more ownership

Funds ownership: 50.85%52.44% (+1.6%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

2% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 92

1% less funds holding

Funds holding: 288284 (-4)

Holders
284
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
7.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
27
Increased
94
Reduced
92
Closed
26
Calls
$30.4M
Puts
$5.06M
Net Calls
+$25.4M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
251
Valley National Advisers
Pennsylvania
$30K
CPIG
252
Chicago Partners Investment Group
Illinois
$28K -$10.2K -307 -28%
BTIS
253
BB&T Investment Services
North Carolina
$25K
CTC
254
Central Trust Company
Missouri
$25K
NFG
255
Next Financial Group
Texas
$22K
TA
256
Teachers Advisors
New York
$22K
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$19K +$18.4K +552 New
MFW
258
Mosaic Family Wealth
Missouri
$18K
VIA
259
Vantage Investment Advisors
Pennsylvania
$15K
Bessemer Group
260
Bessemer Group
New Jersey
$14K -$900 -27 -6%
FANJ
261
Financial Architects (New Jersey)
New Jersey
$14K
IWM
262
IHT Wealth Management
Illinois
$14K +$14.2K +425 New
BF
263
BOK Financial
Oklahoma
$12K
DAM
264
Delta Asset Management
Tennessee
$11K
Group One Trading
265
Group One Trading
Illinois
$11K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$10K
CBOA
267
Commonwealth Bank of Australia
Australia
$10K -$63.4K -1,900 -86%
LJHT
268
Laurie J. Hall Trustee
$9.97K
TCM
269
Tradewinds Capital Management
Washington
$8K
FCB
270
First Command Bank
Texas
$7K -$11.9K -357 -63%
FCFS
271
First Command Financial Services
Texas
$7K -$11.9K -357 -63%
AIS
272
Accurate Investment Solutions
Pennsylvania
$7K +$6.67K +200 New
PA
273
Parallel Advisors
California
$6K +$267 +8 +5%
WA
274
Winfield Associates
Ohio
$5K
WIM
275
Westside Investment Management
California
$4.44K +$67 +2 +2%

PBA Hedge Fund Activity: Q3 2017 in Review

284 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2017, worth a combined $7.46B — up 9.4% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PBA positions and 26 closed out — a net gain of 1 holder — while 94 added to existing stakes and 92 trimmed.

The largest buyer was CIBC Asset Management, adding an estimated $92.9M. The largest seller was CIBC World Market, cutting an estimated $153M.

  • 284 institutional investors held Pembina Pipeline (PBA) as of Q3 2017, down from 288 in Q2 2017.
  • Funds reported $7.46B of Pembina Pipeline stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 27 funds opened new Pembina Pipeline positions in Q3 2017 and 26 closed out, a net change of +1 holder.
  • The largest Pembina Pipeline buyer in Q3 2017 was CIBC Asset Management, an estimated $92.9M added.
  • The largest Pembina Pipeline seller in Q3 2017 was CIBC World Market, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2017.