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Pembina Pipeline

419 hedge funds and large institutions have $13.3B invested in Pembina Pipeline in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 131

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $12.2B → $13.3B (+$1.11B)

6% more funds holding

Funds holding: 395419 (+24)

0.37% more ownership

Funds ownership: 56.72%57.09% (+0.37%)

45% less call options, than puts

Call options by funds: $146M | Put options by funds: $266M

Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
57
Increased
153
Reduced
131
Closed
31
Calls
$146M
Puts
$266M
Net Calls
-$120M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
251
Graham Capital Management
Connecticut
$469K +$440K +11,719 New
MA
252
Montag & Associates
Georgia
$463K
US Bancorp
253
US Bancorp
Minnesota
$459K -$31.4K -838 -7%
FFM
254
Forum Financial Management
Illinois
$453K
GIM
255
Gold Investment Management
Alberta, Canada
$439K -$5.82K -155 -1%
OCM
256
One Capital Management
California
$439K +$411K +10,968 New
CI
257
Cigna Investments
Connecticut
$424K -$15.6K -415 -4%
WCA
258
Waratah Capital Advisors
Ontario, Canada
$421K +$394K +10,507 New
SPC
259
Sigma Planning Corp
Michigan
$417K -$94.6K -2,522 -19%
MCM
260
MAI Capital Management
Ohio
$415K
QI
261
Qtron Investments
Massachusetts
$412K -$441K -11,752 -53%
TYCC
262
Texas Yale Capital Corp
Florida
$408K
NA
263
NewEdge Advisors
Louisiana
$398K +$2.06K +55 +0.6%
Prudential Financial
264
Prudential Financial
New Jersey
$396K +$372K +9,912 New
PFS
265
Prospera Financial Services
Texas
$395K +$1.01K +27 +0.3%
WC
266
Wexford Capital
Florida
$390K
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$389K +$25.5K +680 +8%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$387K -$15.1K -402 -4%
BBHC
269
Brown Brothers Harriman & Co
New York
$377K
TWM
270
TCFG Wealth Management
California
$377K +$38.3K +1,020 +12%
PGH
271
Partners Group Holding
Switzerland
$375K
AQR Capital Management
272
AQR Capital Management
Connecticut
$374K +$350K +9,325 New
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$365K +$1.35K +36 +0.4%
SC
274
Syon Capital
California
$363K +$51.5K +1,374 +18%
SYBT
275
Stock Yards Bank & Trust
Kentucky
$357K