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Pembina Pipeline

326 hedge funds and large institutions have $9.43B invested in Pembina Pipeline in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

38% more call options, than puts

Call options by funds: $76M | Put options by funds: $54.9M

9% more capital invested

Capital invested by funds: $8.62B → $9.43B (+$812M)

3% more funds holding

Funds holding: 316326 (+10)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.29% less ownership

Funds ownership: 53.93%53.65% (-0.29%)

5% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 108

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.67%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
43
Increased
103
Reduced
108
Closed
31
Calls
$76M
Puts
$54.9M
Net Calls
+$21.1M
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Barrett Asset Management
New York
$10K
MGIM
302
M&G Investment Management
United Kingdom
$9.9K -$55.4K -1,767 -0.6%
NFSG
303
Newbridge Financial Services Group
Florida
$9K
VNA
304
Valley National Advisers
Pennsylvania
$9K
PK
305
Pflug Koory
Nebraska
$8K
TH
306
TCTC Holdings
Texas
$8K
IWP
307
IAG Wealth Partners
Wisconsin
$7K -$3.14K -100 -33%
DAM
308
Delta Asset Management
Tennessee
$6K
WLPWM
309
Walled Lake Planning & Wealth Management
Illinois
$6K +$94 +3 +2%
IA
310
IFP Advisors
Florida
$5K
PP
311
Pacifica Partners
Canada
$5K
Bessemer Group
312
Bessemer Group
New Jersey
$4K +$3.67K +117 New
MCM
313
Manchester Capital Management
Vermont
$4K +$3.83K +122 New
CFA
314
Carroll Financial Associates
North Carolina
$3K
HCP
315
Hexagon Capital Partners
Arkansas
$3K
SWA
316
SOA Wealth Advisors
New York
$3K
TC
317
Truvestments Capital
Florida
$3K +$3.14K +100 New
EARNEST Partners
318
EARNEST Partners
Georgia
$2K
EW
319
Evoke Wealth
California
$2K
RIA
320
RPG Investment Advisory
California
$2K
GWS
321
Glassman Wealth Services
Virginia
$2K +$314 +10 +18%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.85K +59 New
CAGAS
323
Capital Advisory Group Advisory Services
Minnesota
$1K
PA
324
Parallel Advisors
California
$1K
KJHP
325
K.J. Harrison & Partners
Ontario, Canada
$631 -$64K -2,041 -9%