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Pembina Pipeline
PBA

Overview Fund Activity

347 hedge funds and large institutions have $9.12B invested in Pembina Pipeline in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-21
Holders Change %
-5.71%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
129
Reduced
119
Closed
41
Calls
$114M
Puts
$404M
Net Calls
-$291M
Net Calls Change
+$17.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79.4M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$389M
4
BC
Brookfield Corp
Ontario, Canada
$30.6M
5
UM
UniSuper Management
Australia
$58.2M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$243M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M
3
DZ Bank
DZ Bank
Germany
$23.6M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$62.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84.7K – – –
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$84K – – –
Macquarie Group
278
Macquarie Group
Australia
$70.1K +$70.1K +2,324 New
Mitsubishi UFJ Trust & Banking
279
Mitsubishi UFJ Trust & Banking
Japan
$64.2K +$6.01K +200 +10%
AAP
280
Arax Advisory Partners
Colorado
$63.6K -$2.44K -81 -4%
FMTCOCP
281
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K -$4.05K -135 -6%
RA
282
Rational Advisors
New York
$58.6K +$58.6K +1,950 New
WTC
283
WhitTier Trust Company
Nevada
$57.4K – – –
GI
284
Gradient Investments
Minnesota
$51.9K – – –
HCP
285
Hexagon Capital Partners
Arkansas
$51.2K -$2.38K -79 -4%
AF
286
Allworth Financial
California
$49.4K -$3.55K -118 -7%
HI
287
Harbour Investments
Wisconsin
$48.3K +$7.82K +260 +19%
CT
288
Cambridge Trust
Massachusetts
$46.2K – – –
AWM
289
Avior Wealth Management
Nebraska
$45.1K – – –
CAS
290
Coppell Advisory Solutions
Texas
$44.6K -$747 -22 -2%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$43.8K +$4.84K +161 +12%
IFAM
292
Institutional & Family Asset Management
Colorado
$37.3K +$631 +21 +2%
BWL
293
Bogart Wealth LLC
Virginia
$35.8K – – –
DJSG
294
D.J. St. Germain
Massachusetts
$30.4K – – –
QT
295
Quantbot Technologies
New York
$28.9K -$640K -21,275 -96%
LWANC
296
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.5K – – –
PA
297
Parallel Advisors
California
$27.1K +$6.13K +204 +29%
MFA
298
McClarren Financial Advisors
Pennsylvania
$27K – – –
CFB
299
Cullen/Frost Bankers
Texas
$27K – – –
JWA
300
JFS Wealth Advisors
Pennsylvania
$27K +$721 +24 +3%
10 11
12
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