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Pembina Pipeline

419 hedge funds and large institutions have $13.3B invested in Pembina Pipeline in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 131

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $12.2B → $13.3B (+$1.11B)

6% more funds holding

Funds holding: 395419 (+24)

0.37% more ownership

Funds ownership: 56.72%57.09% (+0.37%)

45% less call options, than puts

Call options by funds: $146M | Put options by funds: $266M

Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
57
Increased
153
Reduced
131
Closed
31
Calls
$146M
Puts
$266M
Net Calls
-$120M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Chilton Capital Management
Texas
$357K
SBIA
277
Sheaff Brock Investment Advisors
Indiana
$353K +$18.8K +500 +6%
GT
278
Greenleaf Trust
Michigan
$348K -$29.2K -778 -8%
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$333K +$313K +8,331 New
AWA
280
Acorn Wealth Advisors
Michigan
$322K -$3.9K -104 -1%
CCM
281
Chickasaw Capital Management
Tennessee
$320K
CA
282
Continuum Advisory
Idaho
$317K -$24.8K -660 -8%
Focus Partners Wealth
283
Focus Partners Wealth
Massachusetts
$312K +$292K +7,785 New
SMC
284
Smith, Moore & Co
Missouri
$309K -$2.55K -68 -0.9%
P
285
&Partners
Tennessee
$307K -$10.2K -271 -3%
HNB
286
Huntington National Bank
Ohio
$303K -$37.5K -1,000 -12%
CL
287
Choreo LLC
Illinois
$297K +$16.7K +444 +6%
PCG
288
Prosperity Consulting Group
Maryland
$292K
MFG
289
Mosaic Financial Group
Illinois
$290K
BC
290
Barrett & Company
Rhode Island
$287K +$2.06K +55 +0.8%
APP
291
Avantax Planning Partners
Iowa
$286K
CCA
292
Checchi Capital Advisers
California
$281K +$21.2K +564 +9%
SMWM
293
Silvia McColl Wealth Management
California
$280K
KWM
294
Kingsview Wealth Management
Oregon
$280K +$1.76K +47 +0.7%
EAM
295
Erste Asset Management
Austria
$278K +$263K +7,000 New
ES
296
ETF Store
Kansas
$278K +$2.48K +66 +1%
PSFG
297
Prairie Sky Financial Group
Illinois
$267K
USCWA
298
U.S. Capital Wealth Advisors
Texas
$256K
GGA
299
Granite Group Advisors
Connecticut
$256K
WAM
300
Wernau Asset Management
Massachusetts
$252K