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Pembina Pipeline

364 hedge funds and large institutions have $8.81B invested in Pembina Pipeline in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 116

0.18% more ownership

Funds ownership: 55.79%55.97% (+0.18%)

3% less funds holding

Funds holding: 375364 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $10.3B → $8.81B (-$1.48B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

84% less call options, than puts

Call options by funds: $65.1M | Put options by funds: $417M

Holders
364
Holders Change
-11
Holders Change %
-2.93%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
33
Increased
131
Reduced
116
Closed
38
Calls
$65.1M
Puts
$417M
Net Calls
-$352M
Net Calls Change
+$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$36K
IFAM
302
Institutional & Family Asset Management
Colorado
$35K +$535 +15 +1%
APA
303
American Portfolios Advisors
New York
$34.2K
WTC
304
WhitTier Trust Company
Nevada
$34K
JWA
305
JFS Wealth Advisors
Pennsylvania
$29K -$24.1K -675 -41%
HFM
306
Harvest Fund Management
China
$29K +$33.7K +944 New
LWANC
307
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
S
308
SignatureFD
Georgia
$28K
CFB
309
Cullen/Frost Bankers
Texas
$27K
SSC
310
Syverson Strege & Co
Iowa
$26K
LFG
311
Larson Financial Group
Missouri
$24K +$28.5K +800 New
ZB
312
Zions Bancorporation
Utah
$22K
EWA
313
EverSource Wealth Advisors
Alabama
$21K
CTC
314
Central Trust Company
Missouri
$20K
POIA
315
Pin Oak Investment Advisors
Texas
$19K
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$17K
CFGS
317
Concourse Financial Group Securities
Alabama
$16K
PTC
318
Private Trust Company
Ohio
$16K
PP
319
Pacifica Partners
Canada
$16K +$11.4K +319 +199%
CWC
320
Carolinas Wealth Consulting
North Carolina
$15K
JGIA
321
Jackson Grant Investment Advisers
Connecticut
$14K
AIL
322
AGF Investments LLC
Ontario, Canada
$13K -$32.7K -918 -68%
EL
323
EMFO LLC
Florida
$13K
Lazard Asset Management
324
Lazard Asset Management
New York
$13K
MAWCM
325
Mine & Arao Wealth Creation & Management
California
$13K

PBA Hedge Fund Activity: Q3 2022 in Review

364 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2022, worth a combined $8.81B — down 14% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBA and 33 opened new positions — a net loss of 5 holders — while 116 trimmed existing stakes and 131 added.

The largest buyer was Royal Bank of Canada, adding an estimated $106M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $151M.

  • 364 institutional investors held Pembina Pipeline (PBA) as of Q3 2022, down from 375 in Q2 2022.
  • Funds reported $8.81B of Pembina Pipeline stock for Q3 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q3 2022 and 38 closed out, a net change of -5 holders.
  • The largest Pembina Pipeline buyer in Q3 2022 was Royal Bank of Canada, an estimated $106M added.
  • The largest Pembina Pipeline seller in Q3 2022 was Canada Pension Plan Investment Board, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2022.