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Pembina Pipeline
PBA

Overview Fund Activity

381 hedge funds and large institutions have $12.3B invested in Pembina Pipeline in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-10
Holders Change %
-2.56%
% of All Funds
5.54%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
32
Increased
146
Reduced
127
Closed
32
Calls
$176M
Puts
$400M
Net Calls
-$223M
Net Calls Change
-$137M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$131M
2
Fidelity International
Fidelity International
Bermuda
+$123M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$113M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$112M
5
Capital World Investors
Capital World Investors
California
+$82.1M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
-$70.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$52.7M
3
Millennium Management
Millennium Management
New York
-$52.1M
4
Bank of America
Bank of America
North Carolina
-$51.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$352K +$5.08K +137 +1%
PFS
252
Prospera Financial Services
Texas
$348K +$348K +9,376 New
QI
253
Qtron Investments
Massachusetts
$345K – – –
PGH
254
Partners Group Holding
Switzerland
$343K -$64K -1,732 -16%
US Bancorp
255
US Bancorp
Minnesota
$339K +$16.5K +445 +5%
CCM
256
Chickasaw Capital Management
Tennessee
$334K – – –
SYBT
257
Stock Yards Bank & Trust
Kentucky
$330K – – –
CCM
258
Chilton Capital Management
Texas
$330K – – –
CAM
259
Cresset Asset Management
Illinois
$330K +$65.7K +1,772 +25%
AWA
260
Acorn Wealth Advisors
Michigan
$326K -$8.12K -219 -2%
HNB
261
Huntington National Bank
Ohio
$320K +$37.1K +1,000 +13%
GT
262
Greenleaf Trust
Michigan
$320K +$320K +8,622 New
AFM
263
Anson Funds Management
Texas
$319K +$319K +8,600 New
YCM
264
Yousif Capital Management
Michigan
$319K -$24.7K -665 -7%
CA
265
Continuum Advisory
Idaho
$319K -$21.1K -570 -6%
BF
266
BOK Financial
Oklahoma
$316K – – –
SBIA
267
Sheaff Brock Investment Advisors
Indiana
$308K – – –
LI
268
Louisbourg Investments
New Brunswick, Canada
$304K -$35.2K -950 -10%
PAG
269
Private Advisor Group
New Jersey
$304K – – –
NME
270
Notis-McConarty Edward
$297K -$94.6K -2,550 -24%
SMC
271
Smith, Moore & Co
Missouri
$288K -$2.78K -75 -1%
MFG
272
Mosaic Financial Group
Illinois
$269K – – –
APP
273
Avantax Planning Partners
Iowa
$264K – – –
BHPW
274
Beverly Hills Private Wealth
California
$261K +$23.5K +635 +10%
BC
275
Barrett & Company
Rhode Island
$260K +$2.15K +58 +0.8%
9 10
11
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