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Pembina Pipeline

321 hedge funds and large institutions have $9.76B invested in Pembina Pipeline in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 95 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

1.03% more ownership

Funds ownership: 53.65%54.68% (+1%)

4% more capital invested

Capital invested by funds: $9.43B → $9.76B (+$333M)

2% less funds holding

Funds holding: 326321 (-5)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

21% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 120

64% less call options, than puts

Call options by funds: $109M | Put options by funds: $299M

Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
5.62%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
25
Increased
95
Reduced
120
Closed
29
Calls
$109M
Puts
$299M
Net Calls
-$190M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
276
JNBA Financial Advisors
Minnesota
$27K
PI
277
PEAK6 Investments
Illinois
$26K -$622K -19,723 -96%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$25K -$6.75K -214 -21%
ZB
279
Zions Bancorporation
Utah
$23K
EL
280
EMFO LLC
Florida
$19K
WB
281
Webster Bank
Connecticut
$16K -$15.8K -500 -50%
CWC
282
Carolinas Wealth Consulting
North Carolina
$16K
CTC
283
Central Trust Company
Missouri
$16K
JGIA
284
Jackson Grant Investment Advisers
Connecticut
$14K
CFGS
285
Concourse Financial Group Securities
Alabama
$14K +$14.2K +450 New
MAWCM
286
Mine & Arao Wealth Creation & Management
California
$13K
BWM
287
BerganKDV Wealth Management
Minnesota
$12K
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$12K
SWM
289
Spire Wealth Management
Virginia
$11K
GFPC
290
Global Financial Private Client
Florida
$10.2K
BAM
291
Barrett Asset Management
New York
$10K
AssetMark Inc
292
AssetMark Inc
California
$10K +$10.4K +329 New
NFSG
293
Newbridge Financial Services Group
Florida
$9K
VNA
294
Valley National Advisers
Pennsylvania
$9K
DOA
295
D'Orazio & Associates
Virginia
$9K +$9.15K +290 New
MGIM
296
M&G Investment Management
United Kingdom
$8.55K -$1.38M -43,623 -14%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$8.05K +$8.01K +254 New
ETC
298
Exchange Traded Concepts
Oklahoma
$8K -$51.8K -1,641 -86%
PK
299
Pflug Koory
Nebraska
$8K
TH
300
TCTC Holdings
Texas
$8K