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Pembina Pipeline
PBA

Overview Fund Activity

381 hedge funds and large institutions have $12.3B invested in Pembina Pipeline in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-10
Holders Change %
-2.56%
% of All Funds
5.54%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
32
Increased
146
Reduced
127
Closed
32
Calls
$176M
Puts
$400M
Net Calls
-$223M
Net Calls Change
-$137M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$131M
2
Fidelity International
Fidelity International
Bermuda
+$123M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$113M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$112M
5
Capital World Investors
Capital World Investors
California
+$82.1M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
-$70.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$52.7M
3
Millennium Management
Millennium Management
New York
-$52.1M
4
Bank of America
Bank of America
North Carolina
-$51.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMWM
276
Silvia McColl Wealth Management
California
$260K – – –
GGA
277
Granite Group Advisors
Connecticut
$249K – – –
KWM
278
Kingsview Wealth Management
Oregon
$247K -$5.53K -149 -2%
PSFG
279
Prairie Sky Financial Group
Illinois
$247K – – –
ES
280
ETF Store
Kansas
$241K +$20.4K +551 +9%
CCA
281
Checchi Capital Advisers
California
$240K – – –
USCWA
282
U.S. Capital Wealth Advisors
Texas
$237K – – –
EF
283
Empowered Funds
Pennsylvania
$232K +$232K +6,266 New
IWM
284
IHT Wealth Management
Illinois
$231K +$853 +23 +0.4%
YIH
285
Y-Intercept (HK)
Hong Kong
$226K -$61.8K -1,667 -21%
BBVA
286
Banco Bilbao Vizcaya Argentaria
Spain
$226K -$68K -1,832 -23%
DC
287
Davenport & Co
Virginia
$223K +$223K +6,021 New
CI
288
Cambiar Investors
Colorado
$222K – – –
IA
289
IFP Advisors
Florida
$215K -$228K -6,145 -51%
ONST
290
Old North State Trust
North Carolina
$215K – – –
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$210K +$85K +2,298 +68%
MIM
292
Marco Investment Management
Georgia
$207K +$207K +5,570 New
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$187K +$1.85K +50 +1%
BCM
294
Basso Capital Management
Connecticut
$185K – – –
IWA
295
Icon Wealth Advisors
Texas
$184K -$49.2K -1,269 -21%
QCG
296
Quadrant Capital Group
Ohio
$179K -$482 -13 -0.3%
RhumbLine Advisers
297
RhumbLine Advisers
Massachusetts
$162K -$48.4K -1,305 -23%
JAM
298
JCIC Asset Management
Ontario, Canada
$154K -$20.5K -552 -12%
GIBU
299
Gulf International Bank (UK)
United Kingdom
$148K – – –
NS
300
NBC Securities
Alabama
$144K -$28.5K -773 -17%
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