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Pembina Pipeline
PBA

Overview Fund Activity

368 hedge funds and large institutions have $9.6B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.8%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
40
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.41B
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$108M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$198M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$346M
5
Millennium Management
Millennium Management
New York
$23M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$55.1M
2
Fidelity International
Fidelity International
Bermuda
$334M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.9M
4
Deutsche Bank
Deutsche Bank
Germany
$417M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$292K +$292K +9,290 New
YCM
252
Yousif Capital Management
Michigan
$291K – – –
SS
253
Simplicity Solutions
Minnesota
$289K +$63 +2 +0%
BFG
254
Bleakley Financial Group
New Jersey
$289K +$63 +2 +0%
PAG
255
Private Advisor Group
New Jersey
$286K -$1.67K -53 -0.6%
S
256
SignatureFD
Georgia
$282K +$112K +3,575 +66%
CCM
257
Chilton Capital Management
Texas
$280K – – –
TFA
258
Teamwork Financial Advisors
Texas
$273K -$64.9K -2,064 -19%
CA
259
Cetera Advisors
Colorado
$271K +$75.7K +2,409 +39%
PA
260
PFG Advisors
Arizona
$267K – – –
ECM
261
ExodusPoint Capital Management
New York
$264K +$264K +8,385 New
EAM
262
Erste Asset Management
Austria
$262K -$173K -5,508 -40%
SBIA
263
Sheaff Brock Investment Advisors
Indiana
$260K +$1.07K +34 +0.4%
VI
264
Versor Investments
New York
$259K -$216K -6,870 -45%
SMC
265
Smith, Moore & Co
Missouri
$252K -$102K -3,259 -29%
Prudential Financial
266
Prudential Financial
New Jersey
$247K +$247K +7,858 New
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$238K +$238K +7,558 New
EVM
268
Evelyn V. Moreno
$234K – – –
NA
269
NewEdge Advisors
Louisiana
$232K +$218K +6,925 +1,519%
BC
270
Barrett & Company
Rhode Island
$231K -$2.67K -85 -1%
GT
271
Glenmede Trust
Pennsylvania
$229K – – –
SMWM
272
Silvia McColl Wealth Management
California
$220K – – –
APP
273
Avantax Planning Partners
Iowa
$220K – – –
PSFG
274
Prairie Sky Financial Group
Illinois
$209K +$209K +6,660 New
GIM
275
Groesbeck Investment Management
New Jersey
$204K -$55.6K -1,772 -21%
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