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Pembina Pipeline
PBA

Overview Fund Activity

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$96.6M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$69.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$39.7M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$107M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$82.5M
3
Fidelity International
Fidelity International
Bermuda
-$75.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$51.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
251
Simplicity Solutions
Minnesota
$298K +$31.8K +980 +12%
PAG
252
Private Advisor Group
New Jersey
$297K +$297K +9,159 New
CCM
253
Chilton Capital Management
Texas
$289K -$13K -400 -4%
AAM
254
Advisors Asset Management
Colorado
$283K -$616 -19 -0.2%
PA
255
PFG Advisors
Arizona
$275K -$2.5K -77 -0.9%
API
256
Advisor Partners II
California
$273K +$12.6K +390 +5%
GIM
257
Groesbeck Investment Management
New Jersey
$268K – – –
SBIA
258
Sheaff Brock Investment Advisors
Indiana
$267K +$356 +11 +0.1%
VPIM
259
Vanguard Personalized Indexing Management
California
$264K +$57.8K +1,783 +28%
CAM
260
Cresset Asset Management
Illinois
$242K – – –
EVM
261
Evelyn V. Moreno
$241K -$54.2K -1,672 -18%
BC
262
Barrett & Company
Rhode Island
$241K +$680 +21 +0.3%
GT
263
Glenmede Trust
Pennsylvania
$229K -$201K -6,208 -47%
SMWM
264
Silvia McColl Wealth Management
California
$227K – – –
BCM
265
Basso Capital Management
Connecticut
$227K – – –
APP
266
Avantax Planning Partners
Iowa
$227K – – –
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$225K -$973K -40,729 -81%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$214K +$214K +6,596 New
SFA
269
Sequoia Financial Advisors
Ohio
$210K -$11K -341 -5%
BAG
270
Bridgewealth Advisory Group
California
$207K – – –
MOS
271
MGO One Seven
Ohio
$205K +$648 +20 +0.3%
CCA
272
Checchi Capital Advisers
California
$205K – – –
PGH
273
Partners Group Holding
Switzerland
$202K +$202K +6,193 New
CA
274
Cetera Advisors
Colorado
$201K +$201K +6,217 New
ONST
275
Old North State Trust
North Carolina
$188K -$15.4K -473 -8%
9 10
11
12 13