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Pembina Pipeline

310 hedge funds and large institutions have $5.94B invested in Pembina Pipeline in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

4.97% more ownership

Funds ownership: 52.75%57.71% (+5%)

4% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.8M

11% less funds holding

Funds holding: 349310 (-39)

45% less capital invested

Capital invested by funds: $10.7B → $5.94B (-$4.8B)

55% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 64

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
310
Holders Change
-39
Holders Change %
-11.17%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
29
Increased
117
Reduced
100
Closed
64
Calls
$10.3M
Puts
$10.8M
Net Calls
-$430K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
276
Financial Architects (New Jersey)
New Jersey
$4K -$6.57K -200 -50%
FWM
277
FSA Wealth Management
Massachusetts
$4K
TCM
278
Tradewinds Capital Management
Washington
$4K
VCP
279
Verus Capital Partners
Arizona
$4K
FHA
280
Flagship Harbor Advisors
Massachusetts
$4K +$4.73K +144 +203%
PP
281
Pacifica Partners
Canada
$3K -$468K -14,245 -99%
IA
282
IFP Advisors
Florida
$3K -$13.6K -415 -73%
SPIA
283
Steward Partners Investment Advisory
New York
$3K -$3.25K -99 -35%
AP
284
Arlington Partners
Alabama
$3K
PA
285
Procyon Advisors
Connecticut
$3K
WLPWM
286
Walled Lake Planning & Wealth Management
Illinois
$3K +$99 +3 +2%
BWM
287
BerganKDV Wealth Management
Minnesota
$3K +$1.64K +50 +50%
BC
288
Bartlett & Co
Ohio
$3K +$4.93K +150 New
WCG
289
Weaver Consulting Group
California
$2K -$14K -425 -80%
FWM
290
Focused Wealth Management
New York
$2K
GTAM
291
Global Trust Asset Management
Florida
$2K
VFA
292
Valeo Financial Advisors
Indiana
$2K
FHA
293
First Horizon Advisors
Tennessee
$2K +$3.61K +110 New
BCWM
294
Bartlett & Co Wealth Management
Ohio
$2K +$4.93K +150 New
S
295
SignatureFD
Georgia
$1K -$15K -456 -92%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$1K -$361 -11 -28%
EARNEST Partners
297
EARNEST Partners
Georgia
$1K
HIA
298
Harbor Investment Advisory
Maryland
$1K
SFS
299
Sowell Financial Services
Arkansas
$1K +$33 +1 +3%
HS
300
Horan Securities
United States
$1K +$986 +30 New