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Pembina Pipeline

341 hedge funds and large institutions have $10.3B invested in Pembina Pipeline in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 110 increasing their positions, 100 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,682% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $2.63M

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

10% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 100

2% more funds holding

Funds holding: 333341 (+8)

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$176M)

0.26% more ownership

Funds ownership: 54.07%54.32% (+0.26%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
43
Increased
110
Reduced
100
Closed
33
Calls
$46.9M
Puts
$2.63M
Net Calls
+$44.3M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$21K +$2.63K +71 +14%
IA
302
IFP Advisors
Florida
$21K +$21.1K +570 New
BHWM
303
Bay Harbor Wealth Management
Maryland
$19K
LWANC
304
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
WCG
305
Weaver Consulting Group
California
$19K
CIAS
306
Capital Investment Advisory Services
North Carolina
$18K -$1.3K -35 -7%
VRM
307
Vectors Research Management
New York
$16K
AIM
308
AIA Investment Management
Singapore
$16K +$16.1K +433 New
FANJ
309
Financial Architects (New Jersey)
New Jersey
$15K
SPIA
310
Steward Partners Investment Advisory
New York
$15K +$5.56K +150 +54%
LWA
311
Lenox Wealth Advisors
New York
$14K +$14.5K +390 New
GSWM
312
Golden State Wealth Management
California
$12K +$148 +4 +1%
BAM
313
Barrett Asset Management
New York
$11K
DAM
314
Delta Asset Management
Tennessee
$11K
VNA
315
Valley National Advisers
Pennsylvania
$10K -$10.5K -283 -50%
TRCT
316
Tower Research Capital (TRC)
New York
$9K -$73.4K -1,981 -89%
TCM
317
Tradewinds Capital Management
Washington
$9K
GAM
318
Gemmer Asset Management
California
$9K +$6.67K +180 +340%
FCB
319
First Command Bank
Texas
$8K
FCFS
320
First Command Financial Services
Texas
$8K
CFD
321
Creative Financial Designs
Indiana
$6K +$5.93K +160 New
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$5K -$382K -10,314 -99%
LJHT
323
Laurie J. Hall Trustee
$5K
BL
324
Balentine LLC
Georgia
$4K
FWM
325
Focused Wealth Management
New York
$4K