We are live on ! Find out more
PBA icon

Pembina Pipeline

369 hedge funds and large institutions have $9.61B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% less funds holding

Funds holding: 370369 (-1)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

1.22% less ownership

Funds ownership: 56.38%55.16% (-1.2%)

5% less capital invested

Capital invested by funds: $10.1B → $9.61B (-$529M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

80% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $383M

Holders
369
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
276
Groesbeck Investment Management
New Jersey
$204K -$56.6K -1,772 -21%
BAG
277
Bridgewealth Advisory Group
California
$201K
RhumbLine Advisers
278
RhumbLine Advisers
Massachusetts
$185K +$188K +5,882 New
GIBU
279
Gulf International Bank (UK)
United Kingdom
$165K
Skandinaviska Enskilda Banken (SEB)
280
Skandinaviska Enskilda Banken (SEB)
Sweden
$161K -$85K -2,662 -28%
BCM
281
Basso Capital Management
Connecticut
$157K -$63.8K -1,999 -29%
QCG
282
Quadrant Capital Group
Ohio
$153K +$50.5K +1,581 +48%
JAM
283
JCIC Asset Management
Ontario, Canada
$151K
Pacer Advisors
284
Pacer Advisors
Pennsylvania
$144K +$8.81K +276 +6%
SG Americas Securities
285
SG Americas Securities
New York
$134K +$103K +3,226 New
CLOS
286
Compagnie Lombard Odier SCmA
Switzerland
$127K +$129K +4,050 New
MRCM
287
M&R Capital Management
New Jersey
$123K +$1.44K +45 +1%
BCM
288
Birch Capital Management
Texas
$122K
HNB
289
Huntington National Bank
Ohio
$118K -$7.25K -227 -6%
IWP
290
Icon Wealth Partners
Texas
$115K -$12K -376 -9%
BAAM
291
Baker Avenue Asset Management
California
$94.3K +$95.8K +3,000 New
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$87.8K
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83.8K
VCM
294
Versant Capital Management
Arizona
$78.6K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$75K -$27.6K -865 -27%
AAP
296
Arax Advisory Partners
Colorado
$69.1K +$3.93K +123 +6%
FMTCOCP
297
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K +$63.9K +2,000 +1,481%
Mitsubishi UFJ Trust & Banking
298
Mitsubishi UFJ Trust & Banking
Japan
$60.9K -$266K -8,320 -81%
WTC
299
WhitTier Trust Company
Nevada
$60.1K
HCP
300
Hexagon Capital Partners
Arkansas
$56.1K -$639 -20 -1%

PBA Hedge Fund Activity: Q2 2023 in Review

369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2023, worth a combined $9.61B — down 5.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PBA positions and 39 closed out — a net gain of 2 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $62.9M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 369 institutional investors held Pembina Pipeline (PBA) as of Q2 2023, down from 370 in Q1 2023.
  • Funds reported $9.61B of Pembina Pipeline stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 41 funds opened new Pembina Pipeline positions in Q2 2023 and 39 closed out, a net change of +2 holders.
  • The largest Pembina Pipeline buyer in Q2 2023 was Royal Bank of Canada, an estimated $62.9M added.
  • The largest Pembina Pipeline seller in Q2 2023 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2023.