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Pembina Pipeline
PBA

Overview Fund Activity

347 hedge funds and large institutions have $9.12B invested in Pembina Pipeline in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-21
Holders Change %
-5.71%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
129
Reduced
119
Closed
41
Calls
$114M
Puts
$404M
Net Calls
-$291M
Net Calls Change
+$17.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79.4M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$389M
4
BC
Brookfield Corp
Ontario, Canada
$30.6M
5
UM
UniSuper Management
Australia
$58.2M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$243M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M
3
DZ Bank
DZ Bank
Germany
$23.6M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$62.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
301
Larson Financial Group
Missouri
$24K – – –
BCV
302
Banque Cantonale Vaudoise
Switzerland
$24K +$24K +800 New
PP
303
Pacifica Partners
Canada
$22.4K +$4.74K +165 +27%
ZB
304
Zions Bancorporation
Utah
$22.2K – – –
CB
305
CNB Bank
Pennsylvania
$21K +$21K +697 New
Kayne Anderson Rudnick Investment Management
306
Kayne Anderson Rudnick Investment Management
California
$19.4K +$19.4K +647 New
EWA
307
EverSource Wealth Advisors
Alabama
$18.6K -$25.3K -840 -58%
POIA
308
Pin Oak Investment Advisors
Texas
$18K – – –
Bessemer Group
309
Bessemer Group
New Jersey
$18K +$6.07K +201 +51%
GRP
310
Global Retirement Partners
California
$17.5K -$257 -9 -1%
DAC
311
Dividend Assets Capital
South Carolina
$17K – – –
IG
312
ING Group
Netherlands
$16.4K – – –
GIA
313
GHP Investment Advisors
Colorado
$15.8K +$6.55K +215 +71%
CFGS
314
Concourse Financial Group Securities
Alabama
$15.7K – – –
CWC
315
Carolinas Wealth Consulting
North Carolina
$15.4K – – –
GWS
316
Glassman Wealth Services
Virginia
$15.3K +$3.55K +118 +30%
CTC
317
Central Trust Company
Missouri
$15K – – –
JGIA
318
Jackson Grant Investment Advisers
Connecticut
$13.5K – – –
HIM
319
Hillsdale Investment Management
Ontario, Canada
$12.8K -$2.7K -90 -17%
UB
320
UMB Bank
Missouri
$12.7K – – –
BCWM
321
Bartlett & Co Wealth Management
Ohio
$12K – – –
BC
322
Bartlett & Co
Ohio
$12K – – –
EL
323
EMFO LLC
Florida
$11.9K – – –
FHA
324
First Horizon Advisors
Tennessee
$11.3K – – –
TSWM
325
Tyler-Stone Wealth Management
Ohio
$11K +$149 +5 +1%
11 12
13
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