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Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
251
Macquarie Group
Australia
$67K +$64.6K +2,324 New
AF
252
Advisornet Financial
Minnesota
$66K -$139 -5 -0.2%
SQA
253
Simon Quick Advisors
New Jersey
$60K +$58.4K +2,100 New
EVM
254
Eaton Vance Management
Massachusetts
$57K +$55K +1,979 New
HIM
255
Hillsdale Investment Management
Ontario, Canada
$52K -$741K -26,670 -94%
SIM
256
Sonora Investment Management
Arizona
$52K
HFS
257
HBC Financial Services
Washington
$50.4K -$2.78K -100 -6%
TCOV
258
Trust Company of Vermont
Vermont
$46K
FPS
259
Fieldpoint Private Securities
Connecticut
$42K -$5.81K -209 -13%
JWA
260
JFS Wealth Advisors
Pennsylvania
$42K
TRCT
261
Tower Research Capital (TRC)
New York
$38K -$162K -5,815 -81%
US Bancorp
262
US Bancorp
Minnesota
$38K -$25.7K -925 -42%
HI
263
Harbour Investments
Wisconsin
$38K +$36.5K +1,315 New
APA
264
American Portfolios Advisors
New York
$37.3K +$4.78K +172 +15%
GI
265
Gradient Investments
Minnesota
$35K
WTC
266
WhitTier Trust Company
Nevada
$32K
IFAM
267
Institutional & Family Asset Management
Colorado
$31K +$500 +18 +2%
WB
268
Webster Bank
Connecticut
$29K
OAJ
269
Ogorek Anthony Joseph
New York
$28K
CFB
270
Cullen/Frost Bankers
Texas
$26K
LWANC
271
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
S
272
SignatureFD
Georgia
$26K +$2.58K +93 +11%
AIL
273
AGF Investments LLC
Ontario, Canada
$25K
JFA
274
JNBA Financial Advisors
Minnesota
$25K
SSB
275
Sandy Spring Bank
Maryland
$23K +$10.2K +367 +86%

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.