PBA icon

Pembina Pipeline
PBA

Overview Fund Activity

336 hedge funds and large institutions have $7.87B invested in Pembina Pipeline in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+12
Holders Change %
+3.7%
% of All Funds
7.5%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
58
Increased
99
Reduced
112
Closed
44
Calls
$7.61M
Puts
$32M
Net Calls
-$24.4M
Net Calls Change
-$16.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$260M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.22B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$559M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.3M
5
NIM
NXG Investment Management
Texas
$76.3M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$87M
2
Citadel Advisors
Citadel Advisors
Florida
$22.9M
3
Deutsche Bank
Deutsche Bank
Germany
$331M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$27.2M
5
TCA
Tortoise Capital Advisors
Kansas
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
276
Glassman Wealth Services
Virginia
$22K – – –
LFG
277
LifePlan Financial Group
Ohio
$20K – – –
WDL
278
Well Done LLC
Michigan
$20K +$20K +667 New
CC
279
Claybrook Capital
Massachusetts
$20K +$20K +667 New
POIA
280
Pin Oak Investment Advisors
Texas
$18K – – –
BHWM
281
Bay Harbor Wealth Management
Maryland
$18K +$18K +605 New
Schroder Investment Management Group
282
Schroder Investment Management Group
United Kingdom
$17.5K -$861 -21,252 -5%
PCP
283
Proficio Capital Partners
Massachusetts
$17K – – –
VNA
284
Valley National Advisers
Pennsylvania
$17K – – –
AIA
285
Alera Investment Advisors
Illinois
$17K +$17K +578 New
WT
286
Whittier Trust
California
$16K – – –
AOWM
287
Alpha Omega Wealth Management
Virginia
$16K – – –
CIAS
288
Capital Investment Advisory Services
North Carolina
$16K +$16K +542 New
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$15K +500 New
LPWM
290
Lake Point Wealth Management
Texas
$13K +$13K +432 New
FANJ
291
Financial Architects (New Jersey)
New Jersey
$12K – – –
RCG
292
Ruggie Capital Group
Florida
$12K +$12K +396 New
NWM
293
Northwest Wealth Management
Iowa
$11K – – –
LJHT
294
Laurie J. Hall Trustee
$10K – – –
EWM
295
Executive Wealth Management
Michigan
$10K +$10K +348 New
BAM
296
Barrett Asset Management
New York
$9K -$9K -300 -50%
DAM
297
Delta Asset Management
Tennessee
$9K – – –
CWM
298
Cedar Wealth Management
California
$9K – – –
MSA
299
Marino Stram & Associates
Massachusetts
$9K +$9K +300 New
BCA
300
Berman Capital Advisors
Georgia
$8K +$8K +295 New
10 11
12
13 14