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Pembina Pipeline
PBA

Overview Fund Activity

368 hedge funds and large institutions have $9.6B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.8%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
40
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.41B
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$108M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$198M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$346M
5
Millennium Management
Millennium Management
New York
$23M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$55.1M
2
Fidelity International
Fidelity International
Bermuda
$334M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.9M
4
Deutsche Bank
Deutsche Bank
Germany
$417M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
301
Gradient Investments
Minnesota
$54.2K +$15.6K +496 +40%
CT
302
Cambridge Trust
Massachusetts
$48.4K – – –
IGWM
303
ICA Group Wealth Management
Colorado
$47.8K – – –
AWM
304
Avior Wealth Management
Nebraska
$47.2K – – –
EWA
305
EverSource Wealth Advisors
Alabama
$45.9K +$27.3K +867 +146%
TRCT
306
Tower Research Capital (TRC)
New York
$43.9K -$74.2K -2,360 -63%
HI
307
Harbour Investments
Wisconsin
$42.3K +$11.4K +361 +37%
CAS
308
Coppell Advisory Solutions
Texas
$41.4K +$41.4K +1,334 New
DCBT
309
Dakota Community Bank & Trust
North Dakota
$40.9K +$40.9K +1,300 New
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$40.7K +$33.8K +1,076 +489%
IFAM
311
Institutional & Family Asset Management
Colorado
$38.4K +$597 +19 +2%
BWL
312
Bogart Wealth LLC
Virginia
$37.4K – – –
DJSG
313
D.J. St. Germain
Massachusetts
$31.8K +$31.8K +1,012 New
LWANC
314
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.8K – – –
CFB
315
Cullen/Frost Bankers
Texas
$28.2K – – –
MFA
316
McClarren Financial Advisors
Pennsylvania
$28K +$28K +909 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$27.5K -$31 -1 -0.1%
LFG
318
Larson Financial Group
Missouri
$25.2K – – –
WT
319
Whittier Trust
California
$25.1K – – –
ZB
320
Zions Bancorporation
Utah
$23.2K – – –
PA
321
Parallel Advisors
California
$22K +$17.6K +560 +403%
GRP
322
Global Retirement Partners
California
$19.5K – – –
PP
323
Pacifica Partners
Canada
$19.1K +$3.1K +100 +19%
POIA
324
Pin Oak Investment Advisors
Texas
$19K – – –
BNP Paribas Financial Markets
325
BNP Paribas Financial Markets
France
$18.5K +$18.5K +589 New
11 12
13
14 15