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Pembina Pipeline

395 hedge funds and large institutions have $12.2B invested in Pembina Pipeline in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

1% more funds holding

Funds holding: 391395 (+4)

5% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 130

0.98% more ownership

Funds ownership: 55.74%56.72% (+0.98%)

9% less capital invested

Capital invested by funds: $13.4B → $12.2B (-$1.18B)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

81% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $471M

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.12%
New
47
Increased
136
Reduced
130
Closed
39
Calls
$89.9M
Puts
$471M
Net Calls
-$381M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
251
Greenleaf Trust
Michigan
$350K +$34.7K +850 +10%
BBHC
252
Brown Brothers Harriman & Co
New York
$348K -$103K -2,524 -21%
PGH
253
Partners Group Holding
Switzerland
$343K
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$336K -$19.8K -485 -5%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$334K -$34.5K -847 -9%
SYBT
256
Stock Yards Bank & Trust
Kentucky
$329K
CCM
257
Chilton Capital Management
Texas
$329K
CA
258
Continuum Advisory
Idaho
$317K
HNB
259
Huntington National Bank
Ohio
$317K
TWM
260
TCFG Wealth Management
California
$310K +$343K +8,401 New
SBIA
261
Sheaff Brock Investment Advisors
Indiana
$307K
LI
262
Louisbourg Investments
New Brunswick, Canada
$306K +$4.08K +100 +1%
YCM
263
Yousif Capital Management
Michigan
$306K
AWA
264
Acorn Wealth Advisors
Michigan
$301K -$11.3K -278 -3%
OC
265
Oppenheimer & Co
New York
$299K +$48.4K +1,188 +17%
CCM
266
Chickasaw Capital Management
Tennessee
$296K -$40.8K -1,000 -11%
P
267
&Partners
Tennessee
$295K +$50.7K +1,243 +18%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$289K -$2.24K -55 -0.7%
SMC
269
Smith, Moore & Co
Missouri
$287K
SC
270
Syon Capital
California
$284K +$314K +7,696 New
PCG
271
Prosperity Consulting Group
Maryland
$269K +$297K +7,291 New
MFG
272
Mosaic Financial Group
Illinois
$268K
APP
273
Avantax Planning Partners
Iowa
$264K
BC
274
Barrett & Company
Rhode Island
$263K +$2.16K +53 +0.8%
CL
275
Choreo LLC
Illinois
$259K -$122K -2,996 -30%