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Pembina Pipeline

369 hedge funds and large institutions have $9.61B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% less funds holding

Funds holding: 370369 (-1)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

1.22% less ownership

Funds ownership: 56.38%55.16% (-1.2%)

5% less capital invested

Capital invested by funds: $10.1B → $9.61B (-$529M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

80% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $383M

Holders
369
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$55.4K -$1.92K -60 -3%
GI
302
Gradient Investments
Minnesota
$54.2K +$15.8K +496 +40%
CT
303
Cambridge Trust
Massachusetts
$48.4K
IGWM
304
ICA Group Wealth Management
Colorado
$47.8K
AWM
305
Avior Wealth Management
Nebraska
$47.2K
EWA
306
EverSource Wealth Advisors
Alabama
$45.9K +$27.7K +867 +146%
TRCT
307
Tower Research Capital (TRC)
New York
$43.9K -$75.4K -2,360 -63%
HI
308
Harbour Investments
Wisconsin
$42.3K +$11.5K +361 +37%
CAS
309
Coppell Advisory Solutions
Texas
$41.4K +$42.6K +1,334 New
DCBT
310
Dakota Community Bank & Trust
North Dakota
$40.9K +$41.5K +1,300 New
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$40.7K +$34.4K +1,076 +489%
IFAM
312
Institutional & Family Asset Management
Colorado
$38.4K +$607 +19 +2%
BWL
313
Bogart Wealth LLC
Virginia
$37.4K
DJSG
314
D.J. St. Germain
Massachusetts
$31.8K +$32.3K +1,012 New
LWANC
315
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.8K
CFB
316
Cullen/Frost Bankers
Texas
$28.2K
MFA
317
McClarren Financial Advisors
Pennsylvania
$28K +$29K +909 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$27.5K -$32 -1 -0.1%
LFG
319
Larson Financial Group
Missouri
$25.2K
WT
320
Whittier Trust
California
$25.1K
ZB
321
Zions Bancorporation
Utah
$23.2K
PA
322
Parallel Advisors
California
$22K +$17.9K +560 +403%
GRP
323
Global Retirement Partners
California
$19.5K
PP
324
Pacifica Partners
Canada
$19.1K +$3.19K +100 +19%
POIA
325
Pin Oak Investment Advisors
Texas
$19K

PBA Hedge Fund Activity: Q2 2023 in Review

369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2023, worth a combined $9.61B — down 5.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PBA positions and 39 closed out — a net gain of 2 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $62.9M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 369 institutional investors held Pembina Pipeline (PBA) as of Q2 2023, down from 370 in Q1 2023.
  • Funds reported $9.61B of Pembina Pipeline stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 41 funds opened new Pembina Pipeline positions in Q2 2023 and 39 closed out, a net change of +2 holders.
  • The largest Pembina Pipeline buyer in Q2 2023 was Royal Bank of Canada, an estimated $62.9M added.
  • The largest Pembina Pipeline seller in Q2 2023 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2023.