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Pembina Pipeline

382 hedge funds and large institutions have $12.3B invested in Pembina Pipeline in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

15% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 127

10% more capital invested

Capital invested by funds: $11.1B → $12.3B (+$1.16B)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.09% less ownership

Funds ownership: 56.97%56.88% (-0.09%)

3% less funds holding

Funds holding: 392382 (-10)

56% less call options, than puts

Call options by funds: $176M | Put options by funds: $400M

Holders
382
Holders Change
-10
Holders Change %
-2.55%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
32
Increased
146
Reduced
127
Closed
32
Calls
$176M
Puts
$400M
Net Calls
-$223M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$126K
TRCT
302
Tower Research Capital (TRC)
New York
$111K -$129K -3,574 -54%
WBWA
303
William B. Walkup & Associates
South Carolina
$110K +$108K +2,975 New
HI
304
Harbour Investments
Wisconsin
$97.7K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$93.1K +$29.1K +805 +47%
Macquarie Group
306
Macquarie Group
Australia
$86.3K
MG
307
Mather Group
Illinois
$83.3K -$7.7K -213 -8%
PP
308
Pacifica Partners
Canada
$82.7K +$6.33K +175 +9%
AAP
309
Arax Advisory Partners
Colorado
$77.3K
FHA
310
First Horizon Advisors
Tennessee
$75.8K -$5.13K -142 -6%
Mitsubishi UFJ Trust & Banking
311
Mitsubishi UFJ Trust & Banking
Japan
$75.6K
GT
312
Glenmede Trust
Pennsylvania
$74.2K +$72.3K +2,000 New
FMTCOCP
313
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K
WTC
314
WhitTier Trust Company
Nevada
$70.8K
AF
315
Allworth Financial
California
$65.2K
EWA
316
EverSource Wealth Advisors
Alabama
$64.6K +$14K +387 +30%
CH
317
Cromwell Holdings
Wyoming
$64.5K +$62.9K +1,739 New
CAM
318
Creekmur Asset Management
Illinois
$62.8K -$5.93K -164 -9%
HCP
319
Hexagon Capital Partners
Arkansas
$62.6K -$36 -1 -0.1%
AWM
320
Avior Wealth Management
Nebraska
$61.6K -$18.1K -500 -23%
CAS
321
Coppell Advisory Solutions
Texas
$50.1K +$48.9K +1,352 New
RA
322
Rational Advisors
New York
$47.5K -$2.49K -69 -5%
IFAM
323
Institutional & Family Asset Management
Colorado
$47.4K
BWL
324
Bogart Wealth LLC
Virginia
$44.1K
LSA
325
Leonteq Securities AG
Switzerland
$43.4K