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Pembina Pipeline
PBA

Overview Fund Activity

364 hedge funds and large institutions have $10.6B invested in Pembina Pipeline in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
118
Reduced
122
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$170M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$514M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$69M
4
Goldman Sachs
Goldman Sachs
New York
$210M
5
Capital World Investors
Capital World Investors
California
$32.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M
2
Fidelity International
Fidelity International
Bermuda
$270M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$696M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$27.3M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
251
Smith, Moore & Co
Missouri
$270K – – –
HNB
252
Huntington National Bank
Ohio
$263K -$3.58K -104 -1%
EVM
253
Evelyn V. Moreno
$257K – – –
CC
254
Cipher Capital
New York
$255K +$255K +7,420 New
Credit Agricole
255
Credit Agricole
France
$252K -$227K -6,594 -47%
SS
256
Simplicity Solutions
Minnesota
$247K -$74.5K -2,163 -23%
BFG
257
Bleakley Financial Group
New Jersey
$247K -$74.5K -2,163 -23%
MC
258
Maverick Capital
Texas
$242K +$242K +7,036 New
SMWM
259
Silvia McColl Wealth Management
California
$241K – – –
APP
260
Avantax Planning Partners
Iowa
$241K – – –
BC
261
Barrett & Company
Rhode Island
$237K -$18.2K -529 -7%
FA
262
FDx Advisors
Illinois
$232K +$232K +6,734 New
PSFG
263
Prairie Sky Financial Group
Illinois
$229K – – –
GGA
264
Granite Group Advisors
Connecticut
$228K +$228K +6,389 New
KWM
265
Kingsview Wealth Management
Oregon
$226K +$226K +6,569 New
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$226K +$226K +6,565 New
CCA
267
Checchi Capital Advisers
California
$225K +$225K +6,539 New
BHPW
268
Beverly Hills Private Wealth
California
$221K +$221K +6,416 New
BAG
269
Bridgewealth Advisory Group
California
$220K +$220K +6,399 New
USCWA
270
U.S. Capital Wealth Advisors
Texas
$220K +$220K +6,396 New
Kovitz Investment Group Partners
271
Kovitz Investment Group Partners
Illinois
$219K +$219K +6,375 New
DC
272
Davenport & Co
Virginia
$212K +$212K +6,167 New
ECM
273
ExodusPoint Capital Management
New York
$212K +$212K +6,164 New
DR
274
Davis Rea
Ontario, Canada
$211K -$304K -8,795 -59%
IWA
275
Icon Wealth Advisors
Texas
$207K +$207K +6,022 New
9 10
11
12 13