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Pembina Pipeline

369 hedge funds and large institutions have $9.61B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% less funds holding

Funds holding: 370369 (-1)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

1.22% less ownership

Funds ownership: 56.38%55.16% (-1.2%)

5% less capital invested

Capital invested by funds: $10.1B → $9.61B (-$529M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

80% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $383M

Holders
369
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
251
Vanguard Personalized Indexing Management
California
$298K +$42.5K +1,332 +16%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$292K +$297K +9,290 New
YCM
253
Yousif Capital Management
Michigan
$291K
BFG
254
Bleakley Financial Group
New Jersey
$289K +$64 +2 +0%
SS
255
Simplicity Solutions
Minnesota
$289K +$64 +2 +0%
PAG
256
Private Advisor Group
New Jersey
$286K -$1.69K -53 -0.6%
S
257
SignatureFD
Georgia
$282K +$114K +3,575 +66%
CCM
258
Chilton Capital Management
Texas
$280K
TFA
259
Teamwork Financial Advisors
Texas
$273K -$65.9K -2,064 -19%
CA
260
Cetera Advisors
Colorado
$271K +$76.9K +2,409 +39%
PA
261
PFG Advisors
Arizona
$267K
ECM
262
ExodusPoint Capital Management
New York
$264K +$268K +8,385 New
EAM
263
Erste Asset Management
Austria
$262K -$176K -5,508 -40%
SBIA
264
Sheaff Brock Investment Advisors
Indiana
$260K +$1.09K +34 +0.4%
VI
265
Versor Investments
New York
$259K -$219K -6,870 -45%
SMC
266
Smith, Moore & Co
Missouri
$252K -$104K -3,259 -29%
Prudential Financial
267
Prudential Financial
New Jersey
$247K +$251K +7,858 New
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$238K +$241K +7,558 New
EVM
269
Evelyn V. Moreno
$234K
NA
270
NewEdge Advisors
Louisiana
$232K +$221K +6,925 +1,519%
BC
271
Barrett & Company
Rhode Island
$231K -$2.71K -85 -1%
GT
272
Glenmede Trust
Pennsylvania
$229K
SMWM
273
Silvia McColl Wealth Management
California
$220K
APP
274
Avantax Planning Partners
Iowa
$220K
PSFG
275
Prairie Sky Financial Group
Illinois
$209K +$213K +6,660 New

PBA Hedge Fund Activity: Q2 2023 in Review

369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2023, worth a combined $9.61B — down 5.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PBA positions and 39 closed out — a net gain of 2 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $62.9M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 369 institutional investors held Pembina Pipeline (PBA) as of Q2 2023, down from 370 in Q1 2023.
  • Funds reported $9.61B of Pembina Pipeline stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 41 funds opened new Pembina Pipeline positions in Q2 2023 and 39 closed out, a net change of +2 holders.
  • The largest Pembina Pipeline buyer in Q2 2023 was Royal Bank of Canada, an estimated $62.9M added.
  • The largest Pembina Pipeline seller in Q2 2023 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2023.