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Pembina Pipeline

329 hedge funds and large institutions have $7.19B invested in Pembina Pipeline in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2% more funds holding

Funds holding: 321329 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

2.71% less ownership

Funds ownership: 48.2%45.49% (-2.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less capital invested

Capital invested by funds: $8.79B → $7.19B (-$1.59B)

57% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $32.2M

Holders
329
Holders Change
+8
Holders Change %
+2.49%
% of All Funds
7.54%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
50
Increased
105
Reduced
97
Closed
40
Calls
$13.9M
Puts
$32.2M
Net Calls
-$18.3M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$5K -$4.94K -149 -47%
CAW
302
Cornerstone Advisors (Washington)
Washington
$5K +$3.35K +101 +171%
Canada Pension Plan Investment Board
303
Canada Pension Plan Investment Board
Ontario, Canada
$5K +$5.24K +158 +1,580%
WIM
304
Westside Investment Management
California
$4.08K +$66 +2 +2%
TA
305
Townsend & Associates
Colorado
$4K +$4.21K +127 New
ASN
306
Advisory Services Network
Georgia
$3K -$106K -3,204 -97%
EARNEST Partners
307
EARNEST Partners
Georgia
$3K
GTAM
308
Global Trust Asset Management
Florida
$3K
JFA
309
JNBA Financial Advisors
Minnesota
$3K
QCG
310
Quadrant Capital Group
Ohio
$3K
FWM
311
Focused Wealth Management
New York
$3K +$3.31K +100 New
OGC
312
Oak Grove Capital
New Hampshire
$3K +$3.31K +100 New
PCG
313
Private Capital Group
Connecticut
$3K +$3.35K +101 New
MOS
314
MGO One Seven
Ohio
$2K -$2.95K -89 -58%
FGC
315
Financial Gravity Companies
Texas
$2K +$762 +23 +85%
PA
316
Perennial Advisors
New York
$2K +$994 +30 +107%
FGAM
317
Financial Gravity Asset Management
Texas
$2K +$1.66K +50 New
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$1K
AF
319
Allworth Financial
California
$1K
LF
320
Lee Financial
Texas
$1K
WTC
321
WhitTier Trust Company
Nevada
$1K
ClearBridge Investments
322
ClearBridge Investments
New York
$1K +$265 +8 New
VFA
323
Valeo Financial Advisors
Indiana
$1K +$1.06K +32 New
CIP
324
Convergence Investment Partners
Florida
$1K +$1.19K +36 New
CAGAS
325
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.39K +42 New