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Pembina Pipeline

391 hedge funds and large institutions have $13.4B invested in Pembina Pipeline in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.11B)

2% more funds holding

Funds holding: 382391 (+9)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

1.14% less ownership

Funds ownership: 56.88%55.74% (-1.1%)

74% less call options, than puts

Call options by funds: $132M | Put options by funds: $515M

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.61%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
47
Increased
132
Reduced
132
Closed
34
Calls
$132M
Puts
$515M
Net Calls
-$383M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
276
Glenmede Trust
Pennsylvania
$291K +$197K +5,051 +253%
SMWM
277
Silvia McColl Wealth Management
California
$289K
KWM
278
Kingsview Wealth Management
Oregon
$286K +$10.7K +273 +4%
OC
279
Oppenheimer & Co
New York
$284K +$270K +6,896 New
GGA
280
Granite Group Advisors
Connecticut
$277K
ES
281
ETF Store
Kansas
$276K +$7.35K +188 +3%
PSFG
282
Prairie Sky Financial Group
Illinois
$275K
CCA
283
Checchi Capital Advisers
California
$266K
USCWA
284
U.S. Capital Wealth Advisors
Texas
$264K
IWM
285
IHT Wealth Management
Illinois
$258K +$860 +22 +0.4%
BHPW
286
Beverly Hills Private Wealth
California
$254K -$34K -870 -12%
P
287
&Partners
Tennessee
$252K +$263K +6,728 New
DC
288
Davenport & Co
Virginia
$247K -$1.09K -28 -0.5%
ONST
289
Old North State Trust
North Carolina
$239K
PAG
290
Private Advisor Group
New Jersey
$238K -$94.2K -2,410 -29%
ECM
291
Evergreen Capital Management
Washington
$234K +$222K +5,674 New
MIM
292
Marco Investment Management
Georgia
$230K
MML Investors Services
293
MML Investors Services
Massachusetts
$228K +$216K +5,518 New
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$225K +$213K +5,452 New
MA
295
MONECO Advisors
Connecticut
$223K +$212K +5,417 New
CI
296
Cambiar Investors
Colorado
$217K -$29.3K -750 -13%
BCM
297
Basso Capital Management
Connecticut
$206K
PCM
298
Prelude Capital Management
New York
$206K -$244K -6,247 -56%
KMWM
299
Keudell/Morrison Wealth Management
Oregon
$204K +$194K +4,951 New
QCG
300
Quadrant Capital Group
Ohio
$200K +$1.17K +30 +0.6%

PBA Hedge Fund Activity: Q3 2024 in Review

391 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2024, worth a combined $13.4B — up 9.1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PBA positions and 34 closed out — a net gain of 13 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity International, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $233M.

  • 391 institutional investors held Pembina Pipeline (PBA) as of Q3 2024, up from 382 in Q2 2024.
  • Funds reported $13.4B of Pembina Pipeline stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 47 funds opened new Pembina Pipeline positions in Q3 2024 and 34 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q3 2024 was Fidelity International, an estimated $301M added.
  • The largest Pembina Pipeline seller in Q3 2024 was Goldman Sachs, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2024.