We are live on ! Find out more
PBA icon

Pembina Pipeline

336 hedge funds and large institutions have $9.39B invested in Pembina Pipeline in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

5% more funds holding

Funds holding: 321336 (+15)

1.14% more ownership

Funds ownership: 54.68%55.82% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $9.76B → $9.39B (-$371M)

13% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 114

70% less call options, than puts

Call options by funds: $129M | Put options by funds: $424M

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
5.17%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
53
Increased
99
Reduced
114
Closed
33
Calls
$129M
Puts
$424M
Net Calls
-$295M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$46K +$1.34K +42 +3%
AWM
277
Avior Wealth Management
Nebraska
$45K -$31.1K -977 -39%
FWA
278
FSC Wealth Advisors
New York
$43K +$44.8K +1,407 New
AIP
279
Ahrens Investment Partners
Louisiana
$43K +$45.4K +1,425 New
FPS
280
Fieldpoint Private Securities
Connecticut
$40K -$4.84K -152 -10%
APA
281
American Portfolios Advisors
New York
$39.3K
GI
282
Gradient Investments
Minnesota
$37K
WTC
283
WhitTier Trust Company
Nevada
$34K
IFAM
284
Institutional & Family Asset Management
Colorado
$34K +$542 +17 +2%
TCM
285
Tradewinds Capital Management
Washington
$30K
TCOV
286
Trust Company of Vermont
Vermont
$30K +$31.9K +1,000 New
BCV
287
Banque Cantonale Vaudoise
Switzerland
$29K
MRCM
288
M&R Capital Management
New Jersey
$29K +$31.3K +983 New
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
S
290
SignatureFD
Georgia
$28K
TRCT
291
Tower Research Capital (TRC)
New York
$27K +$956 +30 +3%
JFA
292
JNBA Financial Advisors
Minnesota
$26K
SSC
293
Syverson Strege & Co
Iowa
$26K +$27.1K +850 New
ZB
294
Zions Bancorporation
Utah
$22K
EWA
295
EverSource Wealth Advisors
Alabama
$21K +$23K +722 New
IAG
296
Investmark Advisory Group
Connecticut
$20K +$21.4K +671 New
POIA
297
Pin Oak Investment Advisors
Texas
$19K +$19.5K +613 New
TC
298
TAP Consulting
Missouri
$19K +$20.5K +642 New
CWC
299
Carolinas Wealth Consulting
North Carolina
$15K
CTC
300
Central Trust Company
Missouri
$15K

PBA Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2021, worth a combined $9.39B — down 3.8% from $9.76B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBA positions and 33 closed out — a net gain of 20 holders — while 99 added to existing stakes and 114 trimmed.

The largest buyer was MUFG Securities (Canada), adding an estimated $158M. The largest seller was British Columbia Investment Management, cutting an estimated $145M.

  • 336 institutional investors held Pembina Pipeline (PBA) as of Q4 2021, up from 321 in Q3 2021.
  • Funds reported $9.39B of Pembina Pipeline stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 53 funds opened new Pembina Pipeline positions in Q4 2021 and 33 closed out, a net change of +20 holders.
  • The largest Pembina Pipeline buyer in Q4 2021 was MUFG Securities (Canada), an estimated $158M added.
  • The largest Pembina Pipeline seller in Q4 2021 was British Columbia Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.