We are live on ! Find out more
PBA icon

Pembina Pipeline

391 hedge funds and large institutions have $13.4B invested in Pembina Pipeline in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.11B)

2% more funds holding

Funds holding: 382391 (+9)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

1.14% less ownership

Funds ownership: 56.88%55.74% (-1.1%)

74% less call options, than puts

Call options by funds: $132M | Put options by funds: $515M

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.61%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
47
Increased
132
Reduced
132
Closed
34
Calls
$132M
Puts
$515M
Net Calls
-$383M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$391K +$374K +9,578 New
NA
252
NewEdge Advisors
Louisiana
$390K -$1.13K -29 -0.3%
TI
253
Tidal Investments
Wisconsin
$389K -$45.7K -1,168 -11%
PFS
254
Prospera Financial Services
Texas
$388K +$1.06K +27 +0.3%
CAM
255
Cresset Asset Management
Illinois
$386K +$18.3K +468 +5%
HF
256
HRT Financial
New York
$384K +$365K +9,328 New
CCM
257
Chickasaw Capital Management
Tennessee
$371K
SYBT
258
Stock Yards Bank & Trust
Kentucky
$367K
CCM
259
Chilton Capital Management
Texas
$367K
CA
260
Continuum Advisory
Idaho
$359K
GT
261
Greenleaf Trust
Michigan
$356K
HNB
262
Huntington National Bank
Ohio
$353K -$2.89K -74 -0.9%
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$351K +$333K +8,517 New
AWA
264
Acorn Wealth Advisors
Michigan
$347K -$14K -357 -4%
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$343K
YCM
266
Yousif Capital Management
Michigan
$341K -$12.3K -315 -4%
LI
267
Louisbourg Investments
New Brunswick, Canada
$338K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$325K +$85.9K +2,198 +39%
SMC
269
Smith, Moore & Co
Missouri
$321K
WC
270
Wexford Capital
Florida
$309K -$617K -15,778 -68%
TA
271
Tectonic Advisors
Texas
$301K +$285K +7,298 New
MF
272
Magnetar Financial
Illinois
$301K +$285K +7,300 New
MFG
273
Mosaic Financial Group
Illinois
$299K
APP
274
Avantax Planning Partners
Iowa
$294K
BC
275
Barrett & Company
Rhode Island
$291K +$2.23K +57 +0.8%

PBA Hedge Fund Activity: Q3 2024 in Review

391 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2024, worth a combined $13.4B — up 9.1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PBA positions and 34 closed out — a net gain of 13 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity International, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $233M.

  • 391 institutional investors held Pembina Pipeline (PBA) as of Q3 2024, up from 382 in Q2 2024.
  • Funds reported $13.4B of Pembina Pipeline stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 47 funds opened new Pembina Pipeline positions in Q3 2024 and 34 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q3 2024 was Fidelity International, an estimated $301M added.
  • The largest Pembina Pipeline seller in Q3 2024 was Goldman Sachs, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2024.