We are live on ! Find out more
PBA icon

Pembina Pipeline

310 hedge funds and large institutions have $5.94B invested in Pembina Pipeline in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

4.97% more ownership

Funds ownership: 52.75%57.71% (+5%)

4% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.8M

11% less funds holding

Funds holding: 349310 (-39)

45% less capital invested

Capital invested by funds: $10.7B → $5.94B (-$4.8B)

55% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 64

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
310
Holders Change
-39
Holders Change %
-11.17%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
29
Increased
117
Reduced
100
Closed
64
Calls
$10.3M
Puts
$10.8M
Net Calls
-$430K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
251
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K
CAC
252
Certified Advisory Corp
Florida
$15K +$197 +6 +0.7%
PA
253
Parallel Advisors
California
$15K +$559 +17 +2%
ZB
254
Zions Bancorporation
Utah
$13K -$1.45K -44 -6%
CTC
255
Central Trust Company
Missouri
$13K
LFG
256
LifePlan Financial Group
Ohio
$13K
POIA
257
Pin Oak Investment Advisors
Texas
$12K
IFAM
258
Institutional & Family Asset Management
Colorado
$11K +$329 +10 +2%
WT
259
Whittier Trust
California
$10K
HFS
260
HBC Financial Services
Washington
$9K
PFO
261
Pathstone Family Office
New Jersey
$9K +$16.4K +500 New
CDIA
262
Capital Directions Investment Advisors
Georgia
$8K -$6.96K -212 -33%
IWP
263
IAG Wealth Partners
Wisconsin
$8K
MAWCM
264
Mine & Arao Wealth Creation & Management
California
$8K
SIS
265
Sound Income Strategies
Florida
$8K
VRM
266
Vectors Research Management
New York
$8K
AIM
267
Artemis Investment Management
United Kingdom
$7.39K -$1.9M -57,739 -13%
LWA
268
Lenox Wealth Advisors
New York
$7K
BL
269
Balentine LLC
Georgia
$6K -$24.9K -757 -72%
BAM
270
Barrett Asset Management
New York
$6K
DAM
271
Delta Asset Management
Tennessee
$6K
GSWM
272
Golden State Wealth Management
California
$6K +$10.8K +329 New
EW
273
Evoke Wealth
California
$5.4K -$158K -4,813 -94%
GFPC
274
Global Financial Private Client
Florida
$5.3K
VNA
275
Valley National Advisers
Pennsylvania
$5K