PBA icon

Pembina Pipeline
PBA

Overview Fund Activity

390 hedge funds and large institutions have $12.2B invested in Pembina Pipeline in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 134 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.19%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.12%
New
45
Increased
134
Reduced
129
Closed
39
Calls
$89.9M
Puts
$471M
Net Calls
-$381M
Net Calls Change
+$1.86M

Top Buyers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
+$110M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$73.1M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$55.1M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$49.1M
5
Morgan Stanley
Morgan Stanley
New York
+$47.9M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$106M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$77.2M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$54.6M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$42.6M
5
Fidelity International
Fidelity International
Bermuda
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGH
251
Partners Group Holding
Switzerland
$343K – – –
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$336K -$17.9K -485 -5%
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$334K -$31.3K -847 -9%
SYBT
254
Stock Yards Bank & Trust
Kentucky
$329K – – –
CCM
255
Chilton Capital Management
Texas
$329K – – –
CA
256
Continuum Advisory
Idaho
$317K – – –
HNB
257
Huntington National Bank
Ohio
$317K – – –
TWM
258
TCFG Wealth Management
California
$310K +$310K +8,401 New
SBIA
259
Sheaff Brock Investment Advisors
Indiana
$307K – – –
LI
260
Louisbourg Investments
New Brunswick, Canada
$306K +$3.69K +100 +1%
YCM
261
Yousif Capital Management
Michigan
$306K – – –
AWA
262
Acorn Wealth Advisors
Michigan
$301K -$10.3K -278 -3%
OC
263
Oppenheimer & Co
New York
$299K +$43.9K +1,188 +17%
CCM
264
Chickasaw Capital Management
Tennessee
$296K -$37K -1,000 -11%
P
265
&Partners
Tennessee
$295K +$45.9K +1,243 +18%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$289K -$2.03K -55 -0.7%
SMC
267
Smith, Moore & Co
Missouri
$287K – – –
SC
268
Syon Capital
California
$284K +$284K +7,696 New
PCG
269
Prosperity Consulting Group
Maryland
$269K +$269K +7,291 New
MFG
270
Mosaic Financial Group
Illinois
$268K – – –
APP
271
Avantax Planning Partners
Iowa
$264K – – –
BC
272
Barrett & Company
Rhode Island
$263K +$1.96K +53 +0.8%
CL
273
Choreo LLC
Illinois
$259K -$111K -2,996 -30%
SMWM
274
Silvia McColl Wealth Management
California
$259K – – –
KWM
275
Kingsview Wealth Management
Oregon
$257K -$111 -3 -0%
9 10
11
12 13