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Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
276
Zions Bancorporation
Utah
$21K
AIC
277
Ameritas Investment Company
Nebraska
$19.7K +$18.9K +682 New
CWC
278
Carolinas Wealth Consulting
North Carolina
$15K +$13.9K +500 New
CTC
279
Central Trust Company
Missouri
$14K -$5.56K -200 -29%
AWA
280
Arkadios Wealth Advisors
Georgia
$14K
WWMSC
281
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$13.9K +500 New
JGIA
282
Jackson Grant Investment Advisers
Connecticut
$13K +$12.5K +450 New
MAWCM
283
Mine & Arao Wealth Creation & Management
California
$12K
CAC
284
Certified Advisory Corp
Florida
$12K +$11.9K +428 New
BWM
285
BerganKDV Wealth Management
Minnesota
$11K
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SWM
287
Spire Wealth Management
Virginia
$10K +$9.53K +343 New
GFPC
288
Global Financial Private Client
Florida
$9.32K
MGIM
289
M&G Investment Management
United Kingdom
$9.07K -$8.56K -308 -0.1%
BAM
290
Barrett Asset Management
New York
$9K
IWP
291
IAG Wealth Partners
Wisconsin
$9K
NFSG
292
Newbridge Financial Services Group
Florida
$8K
VNA
293
Valley National Advisers
Pennsylvania
$8K
TH
294
TCTC Holdings
Texas
$7K
TCM
295
Tradewinds Capital Management
Washington
$7K
PK
296
Pflug Koory
Nebraska
$7K +$7.22K +260 New
DAM
297
Delta Asset Management
Tennessee
$6K
WLPWM
298
Walled Lake Planning & Wealth Management
Illinois
$6K +$83 +3 +2%
VFA
299
Valeo Financial Advisors
Indiana
$5K -$13.1K -470 -75%
PP
300
Pacifica Partners
Canada
$5K +$2.92K +105 +191%

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.