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Pembina Pipeline

336 hedge funds and large institutions have $7.87B invested in Pembina Pipeline in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

3% more funds holding

Funds holding: 325336 (+11)

2.84% more ownership

Funds ownership: 49.83%52.67% (+2.8%)

8% less capital invested

Capital invested by funds: $8.6B → $7.87B (-$729M)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 112

76% less call options, than puts

Call options by funds: $7.61M | Put options by funds: $32M

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
7.49%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
58
Increased
99
Reduced
112
Closed
45
Calls
$7.61M
Puts
$32M
Net Calls
-$24.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$7K -$15.5K -467 -67%
TCM
302
Tradewinds Capital Management
Washington
$7K -$1.39K -42 -15%
WANY
303
Wealthspire Advisors (New York)
New York
$7K +$8.12K +245 New
CAW
304
Cornerstone Advisors (Washington)
Washington
$6K -$796 -24 -11%
FCB
305
First Command Bank
Texas
$6K
FCFS
306
First Command Financial Services
Texas
$6K
RFC
307
Regions Financial Corp
Alabama
$5K -$42.3K -1,275 -88%
PA
308
Parallel Advisors
California
$5K -$26.5K -800 -82%
AP
309
Arlington Partners
Alabama
$5K +$5.44K +164 New
AAMU
310
Amundi Asset Management US
Massachusetts
$4.33K -$651K -19,643 -12%
PA
311
Perennial Advisors
New York
$4K -$1.33K -40 -21%
PCG
312
Private Capital Group
Connecticut
$4K
JFA
313
JNBA Financial Advisors
Minnesota
$3K -$14.2K -429 -81%
AssetMark Inc
314
AssetMark Inc
California
$3K
GTAM
315
Global Trust Asset Management
Florida
$3K
FWM
316
Focused Wealth Management
New York
$3K +$3.31K +100 New
EARNEST Partners
317
EARNEST Partners
Georgia
$2K -$1.03K -31 -32%
FHA
318
Flagship Harbor Advisors
Massachusetts
$2K
FHB
319
First Hawaiian Bank
Hawaii
$2K +$928 +28 +74%
PWMG
320
Prestige Wealth Management Group
New Jersey
$2K +$2.29K +69 New
CB
321
Community Bank
New York
$2K +$2.49K +75 New
RCAG
322
Rehmann Capital Advisory Group
Michigan
$1.25K +$1.39K +42 New
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.23K -37 -56%
CAGAS
324
Capital Advisory Group Advisory Services
Minnesota
$1K
LF
325
Lee Financial
Texas
$1K

PBA Hedge Fund Activity: Q4 2018 in Review

336 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2018, worth a combined $7.87B — down 8.5% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBA positions and 45 closed out — a net gain of 13 holders — while 99 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity International, adding an estimated $214M. The largest seller was Toronto Dominion Bank, cutting an estimated $38.2M.

  • 336 institutional investors held Pembina Pipeline (PBA) as of Q4 2018, up from 325 in Q3 2018.
  • Funds reported $7.87B of Pembina Pipeline stock for Q4 2018, down 8.5% quarter-over-quarter.
  • 58 funds opened new Pembina Pipeline positions in Q4 2018 and 45 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q4 2018 was Fidelity International, an estimated $214M added.
  • The largest Pembina Pipeline seller in Q4 2018 was Toronto Dominion Bank, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2018.