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Pembina Pipeline

345 hedge funds and large institutions have $9.94B invested in Pembina Pipeline in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $2.31M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

26% more capital invested

Capital invested by funds: $7.87B → $9.94B (+$2.07B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more funds holding

Funds holding: 336345 (+9)

0.33% more ownership

Funds ownership: 52.67%53% (+0.33%)

18% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 122

Holders
345
Holders Change
+9
Holders Change %
+2.68%
% of All Funds
7.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
48
Increased
100
Reduced
122
Closed
36
Calls
$6.24M
Puts
$2.31M
Net Calls
+$3.93M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
301
Pin Oak Investment Advisors
Texas
$23K
IFAM
302
Institutional & Family Asset Management
Colorado
$21K -$30.8K -869 -60%
VNA
303
Valley National Advisers
Pennsylvania
$21K
BHWM
304
Bay Harbor Wealth Management
Maryland
$20K -$2.09K -59 -10%
AOWM
305
Alpha Omega Wealth Management
Virginia
$20K
WT
306
Whittier Trust
California
$20K
CAW
307
Cornerstone Advisors (Washington)
Washington
$19K +$12K +340 +179%
WCG
308
Weaver Consulting Group
California
$19K +$18.8K +531 New
LWANC
309
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
Bessemer Group
310
Bessemer Group
New Jersey
$17K +$15.9K +450 New
CIAS
311
Capital Investment Advisory Services
North Carolina
$16K -$3.54K -100 -18%
VRM
312
Vectors Research Management
New York
$16K +$15.1K +426 New
FANJ
313
Financial Architects (New Jersey)
New Jersey
$15K
NWM
314
Northwest Wealth Management
Iowa
$14K
EWM
315
Executive Wealth Management
Michigan
$13K
GSWM
316
Golden State Wealth Management
California
$12K +$11.1K +314 New
FNB
317
Farmers National Bank
Kentucky
$12K +$11.5K +325 New
BAM
318
Barrett Asset Management
New York
$11K
DAM
319
Delta Asset Management
Tennessee
$11K
BCA
320
Berman Capital Advisors
Georgia
$11K +$1.98K +56 +19%
TCM
321
Tradewinds Capital Management
Washington
$9K
S
322
SignatureFD
Georgia
$9K +$1.06K +30 +13%
PCP
323
Proficio Capital Partners
Massachusetts
$8K -$12.8K -361 -63%
CWM
324
Cedar Wealth Management
California
$8K -$2.83K -80 -28%
FCB
325
First Command Bank
Texas
$8K

PBA Hedge Fund Activity: Q1 2019 in Review

345 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2019, worth a combined $9.94B — up 26% from $7.87B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBA positions and 36 closed out — a net gain of 12 holders — while 100 added to existing stakes and 122 trimmed.

The largest buyer was Fidelity International, adding an estimated $131M. The largest seller was Deutsche Bank, cutting an estimated $76.2M.

  • 345 institutional investors held Pembina Pipeline (PBA) as of Q1 2019, up from 336 in Q4 2018.
  • Funds reported $9.94B of Pembina Pipeline stock for Q1 2019, up 26% quarter-over-quarter.
  • 48 funds opened new Pembina Pipeline positions in Q1 2019 and 36 closed out, a net change of +12 holders.
  • The largest Pembina Pipeline buyer in Q1 2019 was Fidelity International, an estimated $131M added.
  • The largest Pembina Pipeline seller in Q1 2019 was Deutsche Bank, an estimated $76.2M sold.

Based on aggregated 13F filings for Q1 2019.