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Pembina Pipeline

366 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, 119 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $9.12B → $10.6B (+$1.49B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 349366 (+17)

1.03% more ownership

Funds ownership: 54.88%55.91% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 123

63% less call options, than puts

Call options by funds: $178M | Put options by funds: $485M

Holders
366
Holders Change
+17
Holders Change %
+4.87%
% 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
119
Reduced
123
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$282K -$29.4K -919 -10%
SMC
252
Smith, Moore & Co
Missouri
$270K
HNB
253
Huntington National Bank
Ohio
$263K -$3.33K -104 -1%
EVM
254
Evelyn V. Moreno
$257K
CC
255
Cipher Capital
New York
$255K +$238K +7,420 New
Credit Agricole
256
Credit Agricole
France
$252K -$211K -6,594 -47%
BFG
257
Bleakley Financial Group
New Jersey
$247K -$69.3K -2,163 -23%
SS
258
Simplicity Solutions
Minnesota
$247K -$69.3K -2,163 -23%
MC
259
Maverick Capital
Texas
$242K +$225K +7,036 New
SMWM
260
Silvia McColl Wealth Management
California
$241K
APP
261
Avantax Planning Partners
Iowa
$241K
BC
262
Barrett & Company
Rhode Island
$237K -$17K -529 -7%
FA
263
FDx Advisors
Illinois
$232K +$216K +6,734 New
PSFG
264
Prairie Sky Financial Group
Illinois
$229K
GGA
265
Granite Group Advisors
Connecticut
$228K +$205K +6,389 New
KWM
266
Kingsview Wealth Management
Oregon
$226K +$210K +6,569 New
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$226K +$210K +6,565 New
CCA
268
Checchi Capital Advisers
California
$225K +$210K +6,539 New
BHPW
269
Beverly Hills Private Wealth
California
$221K +$206K +6,416 New
BAG
270
Bridgewealth Advisory Group
California
$220K +$205K +6,399 New
USCWA
271
U.S. Capital Wealth Advisors
Texas
$220K +$205K +6,396 New
Kovitz Investment Group Partners
272
Kovitz Investment Group Partners
Illinois
$219K +$204K +6,375 New
DC
273
Davenport & Co
Virginia
$212K +$198K +6,167 New
ECM
274
ExodusPoint Capital Management
New York
$212K +$198K +6,164 New
DR
275
Davis Rea
Ontario, Canada
$211K -$282K -8,795 -59%