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Pembina Pipeline

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

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% less funds holding

Funds holding: 372370 (-2)

0.71% less ownership

Funds ownership: 57.09%56.38% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 128

5% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$578M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

73% less call options, than puts

Call options by funds: $107M | Put options by funds: $393M

Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Simplicity Solutions
Minnesota
$298K +$33.1K +980 +12%
PAG
252
Private Advisor Group
New Jersey
$297K +$309K +9,159 New
CCM
253
Chilton Capital Management
Texas
$289K -$13.5K -400 -4%
AAM
254
Advisors Asset Management
Colorado
$283K -$641 -19 -0.2%
PA
255
PFG Advisors
Arizona
$275K -$2.6K -77 -0.9%
API
256
Advisor Partners II
California
$273K +$13.2K +390 +5%
GIM
257
Groesbeck Investment Management
New Jersey
$268K
SBIA
258
Sheaff Brock Investment Advisors
Indiana
$267K +$371 +11 +0.1%
VPIM
259
Vanguard Personalized Indexing Management
California
$264K +$60.2K +1,783 +28%
CAM
260
Cresset Asset Management
Illinois
$242K
EVM
261
Evelyn V. Moreno
$241K -$56.4K -1,672 -18%
BC
262
Barrett & Company
Rhode Island
$241K +$709 +21 +0.3%
GT
263
Glenmede Trust
Pennsylvania
$229K -$209K -6,208 -47%
BCM
264
Basso Capital Management
Connecticut
$227K
SMWM
265
Silvia McColl Wealth Management
California
$227K
APP
266
Avantax Planning Partners
Iowa
$227K
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$225K -$1.37M -40,729 -81%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$214K +$223K +6,596 New
SFA
269
Sequoia Financial Advisors
Ohio
$210K -$11.5K -341 -5%
BAG
270
Bridgewealth Advisory Group
California
$207K
MOS
271
MGO One Seven
Ohio
$205K +$675 +20 +0.3%
CCA
272
Checchi Capital Advisers
California
$205K
PGH
273
Partners Group Holding
Switzerland
$202K +$209K +6,193 New
CA
274
Cetera Advisors
Colorado
$201K +$210K +6,217 New
ONST
275
Old North State Trust
North Carolina
$188K -$16K -473 -8%

PBA Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2023, worth a combined $10.1B — down 5.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PBA positions and 30 closed out — a net gain of 3 holders — while 124 added to existing stakes and 128 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $112M.

  • 370 institutional investors held Pembina Pipeline (PBA) as of Q1 2023, down from 372 in Q4 2022.
  • Funds reported $10.1B of Pembina Pipeline stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Pembina Pipeline buyer in Q1 2023 was Royal Bank of Canada, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2023.