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Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$4K -$12.2K -440 -74%
SWA
302
SOA Wealth Advisors
New York
$3K
CFA
303
Carroll Financial Associates
North Carolina
$3K +$3.47K +125 New
GWS
304
Glassman Wealth Services
Virginia
$2K -$722 -26 -32%
EARNEST Partners
305
EARNEST Partners
Georgia
$2K
EW
306
Evoke Wealth
California
$2K
HCP
307
Hexagon Capital Partners
Arkansas
$2K
SFS
308
Sowell Financial Services
Arkansas
$2K +$1.42K +51 New
APWM
309
Atlas Private Wealth Management
New York
$2K +$2.06K +74 New
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$2K +$2.14K +77 New
MWP
311
Meridian Wealth Partners
Pennsylvania
$2K +$2.39K +86 New
CAGAS
312
Capital Advisory Group Advisory Services
Minnesota
$1K
PA
313
Parallel Advisors
California
$1K
RIA
314
RPG Investment Advisory
California
$1K
NFG
315
Next Financial Group
Texas
$1K +$583 +21 New
Mitsubishi UFJ Trust & Banking
316
Mitsubishi UFJ Trust & Banking
Japan
-$113M -4,808,620 Closed
OAC
317
OMERS Administration Corp
Ontario, Canada
-$30.1M -1,272,109 Closed
ACM
318
Advisors Capital Management
New Jersey
-$7.21M -304,573 Closed
IMCOOI
319
Investment Management Corp of Ontario (IMCO)
Canada
-$3.8M -160,808 Closed
Two Sigma Investments
320
Two Sigma Investments
New York
-$3.6M -152,040 Closed
ZP
321
Zimmer Partners
New York
-$2.96M -125,000 Closed
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
-$2.15M -90,736 Closed
Capital Fund Management (CFM)
323
Capital Fund Management (CFM)
France
-$2.14M -90,350 Closed
QC
324
Quadrature Capital
United Kingdom
-$1.99M -84,400 Closed
Twin Tree Management
325
Twin Tree Management
Texas
-$1.98M -71,332 Closed

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.