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Pembina Pipeline
PBA

Overview Fund Activity

336 hedge funds and large institutions have $7.87B invested in Pembina Pipeline in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+12
Holders Change %
+3.7%
% of All Funds
7.5%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
58
Increased
99
Reduced
112
Closed
44
Calls
$7.61M
Puts
$32M
Net Calls
-$24.4M
Net Calls Change
-$16.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$260M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.22B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$559M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.3M
5
NIM
NXG Investment Management
Texas
$76.3M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$87M
2
Citadel Advisors
Citadel Advisors
Florida
$22.9M
3
Deutsche Bank
Deutsche Bank
Germany
$331M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$27.2M
5
TCA
Tortoise Capital Advisors
Kansas
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
251
QV Investors
Alberta, Canada
$61K – – –
ER
252
Enlightenment Research
Florida
$53K +$53K +1,800 New
BAM
253
Bruderman Asset Management
New York
$48K +$48K +1,615 New
US Bancorp
254
US Bancorp
Minnesota
$47K -$4.72K -157 -9%
PAMU
255
Pictet Asset Management (UK)
United Kingdom
$46.3K -$11.2K -379,150 -20%
CAM
256
Cresset Asset Management
Illinois
$46K +$46K +1,537 New
QCIG
257
Quad-Cities Investment Group
Iowa
$45K – – –
APA
258
American Portfolios Advisors
New York
$44.4K -$11.5K -386 -20%
JWA
259
JFS Wealth Advisors
Pennsylvania
$44K – – –
JCM
260
Jacobi Capital Management
Pennsylvania
$44K – – –
IFAM
261
Institutional & Family Asset Management
Colorado
$43K +$208 +7 +0.5%
WAM
262
Wolverine Asset Management
Illinois
$40K +$40K +1,354 New
GI
263
Gradient Investments
Minnesota
$36K -$29.3K -1,000 -45%
HCM
264
Highlander Capital Management
New Jersey
$36K – – –
ASN
265
Advisory Services Network
Georgia
$36K – – –
SMFS
266
Squar Milner Financial Services
California
$34K +$34K +1,130 New
WTC
267
WhitTier Trust Company
Nevada
$33K +$33K +1,111 New
BTNA
268
Bremer Trust National Association
Minnesota
$32K +$32K +1,086 New
SIS
269
Sound Income Strategies
Florida
$30K – – –
TL
270
TrueWealth LLC
Georgia
$29K – – –
SF
271
Synovus Financial
Georgia
$28K – – –
CTC
272
Central Trust Company
Missouri
$28K +$7.37K +250 +36%
PFC
273
Phocas Financial Corp
California
$28K +$28K +952 New
AWMS
274
Advocacy Wealth Management Services
Georgia
$25K – – –
CAC
275
Certified Advisory Corp
Florida
$23K +$147 +5 +0.6%
9 10
11
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