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Pembina Pipeline

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% less funds holding

Funds holding: 372370 (-2)

0.71% less ownership

Funds ownership: 57.09%56.38% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 128

5% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$578M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

73% less call options, than puts

Call options by funds: $107M | Put options by funds: $393M

Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$48.6K
AIP
302
Ahrens Investment Partners
Louisiana
$46.2K +$48.1K +1,425 New
GI
303
Gradient Investments
Minnesota
$39.8K
IFAM
304
Institutional & Family Asset Management
Colorado
$38.9K +$574 +17 +1%
BWL
305
Bogart Wealth LLC
Virginia
$38.6K
HFS
306
HBC Financial Services
Washington
$37K +$38K +1,125 New
HI
307
Harbour Investments
Wisconsin
$31.9K -$9.52K -282 -22%
HFM
308
Harvest Fund Management
China
$31K
SSC
309
Syverson Strege & Co
Iowa
$30.2K +$2.73K +81 +10%
LWANC
310
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.6K
CFB
311
Cullen/Frost Bankers
Texas
$29.1K
US Bancorp
312
US Bancorp
Minnesota
$29.1K +$19.7K +583 +186%
JWA
313
JFS Wealth Advisors
Pennsylvania
$28.4K -$810 -24 -3%
LFG
314
Larson Financial Group
Missouri
$25.9K
WT
315
Whittier Trust
California
$25.9K -$27K -800 -50%
PI
316
PEAK6 Investments
Illinois
$24.5K +$10.8K +320 +73%
ZB
317
Zions Bancorporation
Utah
$23.9K
IG
318
ING Group
Netherlands
$22.5K +$23.5K +695 New
DAC
319
Dividend Assets Capital
South Carolina
$20K
POIA
320
Pin Oak Investment Advisors
Texas
$20K
GRP
321
Global Retirement Partners
California
$19.6K +$19.6K +580 +1,415%
EWA
322
EverSource Wealth Advisors
Alabama
$19.2K -$3.61K -107 -15%
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$18.6K
SWM
324
Spire Wealth Management
Virginia
$18K +$8.64K +256 +85%
PTC
325
Private Trust Company
Ohio
$17.3K

PBA Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2023, worth a combined $10.1B — down 5.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PBA positions and 30 closed out — a net gain of 3 holders — while 124 added to existing stakes and 128 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $112M.

  • 370 institutional investors held Pembina Pipeline (PBA) as of Q1 2023, down from 372 in Q4 2022.
  • Funds reported $10.1B of Pembina Pipeline stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Pembina Pipeline buyer in Q1 2023 was Royal Bank of Canada, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2023.