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Pembina Pipeline
PBA

Overview Fund Activity

364 hedge funds and large institutions have $10.6B invested in Pembina Pipeline in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
118
Reduced
122
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$170M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$514M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$69M
4
Goldman Sachs
4
Goldman Sachs
New York
$210M
5
Capital World Investors
5
Capital World Investors
California
$32.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M
2
Fidelity International
2
Fidelity International
Bermuda
$270M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$696M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$27.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
301
Hexagon Capital Partners
Arkansas
$58.1K -$516 -15 -0.9%
ASN
302
Advisory Services Network
Georgia
$57.1K +$57.1K +1,660 New
FHA
303
First Horizon Advisors
Tennessee
$52.2K +$39.3K +1,142 +304%
AWM
304
Avior Wealth Management
Nebraska
$51.6K – – –
CAS
305
Coppell Advisory Solutions
Texas
$46.5K +$1.38K +40 +3%
RA
306
Rational Advisors
New York
$46.5K -$20.7K -600 -31%
HI
307
Harbour Investments
Wisconsin
$46.3K -$8.95K -260 -16%
IFAM
308
Institutional & Family Asset Management
Colorado
$43.4K +$620 +18 +1%
BWL
309
Bogart Wealth LLC
Virginia
$41K – – –
EWA
310
EverSource Wealth Advisors
Alabama
$37.2K +$15.9K +462 +75%
MRCM
311
M&R Capital Management
New Jersey
$36.8K -$98.1K -2,850 -73%
CFGS
312
Concourse Financial Group Securities
Alabama
$35.1K +$17.3K +500 +97%
DJSG
313
D.J. St. Germain
Massachusetts
$34.8K – – –
BWM
314
Baystate Wealth Management
Massachusetts
$34.4K +$34.4K +1,000 New
MFA
315
McClarren Financial Advisors
Pennsylvania
$31K – – –
LFG
316
Larson Financial Group
Missouri
$27.5K – – –
ZB
317
Zions Bancorporation
Utah
$25K -$413 -12 -2%
GWS
318
Glassman Wealth Services
Virginia
$25K +$7.47K +217 +43%
IGWM
319
ICA Group Wealth Management
Colorado
$24.8K +$24.8K +720 New
CB
320
CNB Bank
Pennsylvania
$24K – – –
Kayne Anderson Rudnick Investment Management
321
Kayne Anderson Rudnick Investment Management
California
$22.3K – – –
POIA
322
Pin Oak Investment Advisors
Texas
$21K – – –
Bessemer Group
323
Bessemer Group
New Jersey
$21K – – –
GRP
324
Global Retirement Partners
California
$20.8K – – –
PA
325
Parallel Advisors
California
$19.1K -$12K -348 -39%
11 12
13
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