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Pembina Pipeline

392 hedge funds and large institutions have $11.1B invested in Pembina Pipeline in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 131 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

7% more funds holding

Funds holding: 366392 (+26)

1.07% more ownership

Funds ownership: 55.91%56.97% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 131

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$504M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $213M | Put options by funds: $299M

Holders
392
Holders Change
+26
Holders Change %
+7.1%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
55
Increased
138
Reduced
131
Closed
24
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Montag & Associates
Georgia
$409K
SFA
252
Sequoia Financial Advisors
Ohio
$403K -$21.1K -611 -5%
FFM
253
Forum Financial Management
Illinois
$400K
PGH
254
Partners Group Holding
Switzerland
$385K -$30.9K -897 -8%
LBA
255
Letko, Brosseau & Associates
Quebec, Canada
$380K +$371K +10,750 New
NME
256
Notis-McConarty Edward
$373K -$159K -4,600 -30%
CI
257
Cigna Investments
Connecticut
$371K
MCM
258
MAI Capital Management
Ohio
$366K -$1.76K -51 -0.5%
TYCC
259
Texas Yale Capital Corp
Florida
$360K
GIM
260
Gold Investment Management
Alberta, Canada
$357K -$276 -8 -0.1%
RCM
261
Requisite Capital Management
Texas
$353K +$345K +10,000 New
CA
262
Continuum Advisory
Idaho
$336K -$45.9K -1,331 -13%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$335K +$18.5K +538 +6%
NA
264
NewEdge Advisors
Louisiana
$330K +$6.14K +178 +2%
QI
265
Qtron Investments
Massachusetts
$328K
YCM
266
Yousif Capital Management
Michigan
$327K
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$324K -$15.3K -443 -5%
LI
268
Louisbourg Investments
New Brunswick, Canada
$323K +$827 +24 +0.3%
VI
269
Versor Investments
New York
$322K -$521K -15,102 -62%
AWA
270
Acorn Wealth Advisors
Michigan
$318K -$26.2K -760 -8%
CCM
271
Chickasaw Capital Management
Tennessee
$318K -$34.5K -1,000 -10%
SYBT
272
Stock Yards Bank & Trust
Kentucky
$315K
CCM
273
Chilton Capital Management
Texas
$315K
Capstone Investment Advisors
274
Capstone Investment Advisors
New York
$308K +$300K +8,709 New
US Bancorp
275
US Bancorp
Minnesota
$308K -$44K -1,277 -13%