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Pembina Pipeline

366 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, 119 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $9.12B → $10.6B (+$1.49B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 349366 (+17)

1.03% more ownership

Funds ownership: 54.88%55.91% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 123

63% less call options, than puts

Call options by funds: $178M | Put options by funds: $485M

Holders
366
Holders Change
+17
Holders Change %
+4.87%
% 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
119
Reduced
123
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$61.5K +$10.5K +329 +23%
GI
302
Gradient Investments
Minnesota
$59.4K
HCP
303
Hexagon Capital Partners
Arkansas
$58.1K -$481 -15 -0.9%
ASN
304
Advisory Services Network
Georgia
$57.1K +$53.2K +1,660 New
FHA
305
First Horizon Advisors
Tennessee
$52.2K +$36.6K +1,142 +304%
AWM
306
Avior Wealth Management
Nebraska
$51.6K
CAS
307
Coppell Advisory Solutions
Texas
$46.5K +$1.28K +40 +3%
RA
308
Rational Advisors
New York
$46.5K -$19.2K -600 -31%
HI
309
Harbour Investments
Wisconsin
$46.3K -$8.33K -260 -16%
IFAM
310
Institutional & Family Asset Management
Colorado
$43.4K +$577 +18 +1%
BWL
311
Bogart Wealth LLC
Virginia
$41K
EWA
312
EverSource Wealth Advisors
Alabama
$37.2K +$14.8K +462 +75%
MRCM
313
M&R Capital Management
New Jersey
$36.8K -$91.3K -2,850 -73%
CFGS
314
Concourse Financial Group Securities
Alabama
$35.1K +$16K +500 +97%
DJSG
315
D.J. St. Germain
Massachusetts
$34.8K
BWM
316
Baystate Wealth Management
Massachusetts
$34.4K +$32K +1,000 New
MFA
317
McClarren Financial Advisors
Pennsylvania
$31K
LFG
318
Larson Financial Group
Missouri
$27.5K
ZB
319
Zions Bancorporation
Utah
$25K -$385 -12 -2%
GWS
320
Glassman Wealth Services
Virginia
$25K +$6.95K +217 +43%
IGWM
321
ICA Group Wealth Management
Colorado
$24.8K +$23.1K +720 New
CB
322
CNB Bank
Pennsylvania
$24K
Kayne Anderson Rudnick Investment Management
323
Kayne Anderson Rudnick Investment Management
California
$22.3K
Bessemer Group
324
Bessemer Group
New Jersey
$21K
POIA
325
Pin Oak Investment Advisors
Texas
$21K