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Pembina Pipeline

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 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

3% more funds holding

Funds holding: 325336 (+11)

2.84% more ownership

Funds ownership: 49.83%52.67% (+2.8%)

8% less capital invested

Capital invested by funds: $8.6B → $7.87B (-$729M)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 112

76% less call options, than puts

Call options by funds: $7.61M | Put options by funds: $32M

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
7.49%
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
45
Calls
$7.61M
Puts
$32M
Net Calls
-$24.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
251
QV Investors
Alberta, Canada
$61K
ER
252
Enlightenment Research
Florida
$53K +$59.7K +1,800 New
BAM
253
Bruderman Asset Management
New York
$48K +$53.5K +1,615 New
US Bancorp
254
US Bancorp
Minnesota
$47K -$5.21K -157 -9%
PAMU
255
Pictet Asset Management (UK)
United Kingdom
$46.3K -$12.6M -379,150 -20%
CAM
256
Cresset Asset Management
Illinois
$46K +$51K +1,537 New
QCIG
257
Quad-Cities Investment Group
Iowa
$45K
APA
258
American Portfolios Advisors
New York
$44.4K -$12.8K -386 -20%
JCM
259
Jacobi Capital Management
Pennsylvania
$44K
JWA
260
JFS Wealth Advisors
Pennsylvania
$44K
IFAM
261
Institutional & Family Asset Management
Colorado
$43K +$232 +7 +0.5%
WAM
262
Wolverine Asset Management
Illinois
$40K +$44.9K +1,354 New
GI
263
Gradient Investments
Minnesota
$36K -$33.2K -1,000 -45%
ASN
264
Advisory Services Network
Georgia
$36K
HCM
265
Highlander Capital Management
New Jersey
$36K
SMFS
266
Squar Milner Financial Services
California
$34K +$37.5K +1,130 New
WTC
267
WhitTier Trust Company
Nevada
$33K +$36.8K +1,111 New
BTNA
268
Bremer Trust National Association
Minnesota
$32K +$36K +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 +$8.29K +250 +36%
PFC
273
Phocas Financial Corp
California
$28K +$31.6K +952 New
AWMS
274
Advocacy Wealth Management Services
Georgia
$25K
CAC
275
Certified Advisory Corp
Florida
$23K +$166 +5 +0.6%

PBA Hedge Fund Activity: Q4 2018 in Review

336 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2018, worth a combined $7.87B — down 8.5% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBA positions and 45 closed out — a net gain of 13 holders — while 99 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity International, adding an estimated $214M. The largest seller was Toronto Dominion Bank, cutting an estimated $38.2M.

  • 336 institutional investors held Pembina Pipeline (PBA) as of Q4 2018, up from 325 in Q3 2018.
  • Funds reported $7.87B of Pembina Pipeline stock for Q4 2018, down 8.5% quarter-over-quarter.
  • 58 funds opened new Pembina Pipeline positions in Q4 2018 and 45 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q4 2018 was Fidelity International, an estimated $214M added.
  • The largest Pembina Pipeline seller in Q4 2018 was Toronto Dominion Bank, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2018.