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Pembina Pipeline

391 hedge funds and large institutions have $13.4B invested in Pembina Pipeline in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.11B)

2% more funds holding

Funds holding: 382391 (+9)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

1.14% less ownership

Funds ownership: 56.88%55.74% (-1.1%)

74% less call options, than puts

Call options by funds: $132M | Put options by funds: $515M

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.61%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
47
Increased
132
Reduced
132
Closed
34
Calls
$132M
Puts
$515M
Net Calls
-$383M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
301
RhumbLine Advisers
Massachusetts
$180K
JAM
302
JCIC Asset Management
Ontario, Canada
$171K
IWA
303
Icon Wealth Advisors
Texas
$152K -$41.8K -1,069 -22%
NS
304
NBC Securities
Alabama
$150K -$10.1K -259 -7%
WBWA
305
William B. Walkup & Associates
South Carolina
$123K
GWM
306
Geneos Wealth Management
Colorado
$116K -$22.5K -575 -17%
HI
307
Harbour Investments
Wisconsin
$113K +$4.5K +115 +4%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$108K +$4.54K +116 +5%
IA
309
IFP Advisors
Florida
$99.6K -$133K -3,397 -59%
TRCT
310
Tower Research Capital (TRC)
New York
$98.6K -$24.1K -616 -20%
Macquarie Group
311
Macquarie Group
Australia
$95.8K
PP
312
Pacifica Partners
Canada
$90.7K
AAP
313
Arax Advisory Partners
Colorado
$86.8K +$821 +21 +1%
AA
314
Alta Advisers
United Kingdom
$84.1K +$79.7K +2,038 New
FMTCOCP
315
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K
WTC
316
WhitTier Trust Company
Nevada
$78.8K
JIP
317
Jaffetilchin Investment Partners
Florida
$75.8K +$71.9K +1,838 New
HCP
318
Hexagon Capital Partners
Arkansas
$72.3K +$2.58K +66 +4%
CH
319
Cromwell Holdings
Wyoming
$71.7K
AF
320
Allworth Financial
California
$71K
CAM
321
Creekmur Asset Management
Illinois
$69.9K +$39 +1 +0.1%
GIBU
322
Gulf International Bank (UK)
United Kingdom
$69K -$90K -2,302 -58%
AWM
323
Avior Wealth Management
Nebraska
$68.5K
EWA
324
EverSource Wealth Advisors
Alabama
$66.7K -$1.96K -50 -3%
PA
325
Parallel Advisors
California
$61.6K +$18.6K +477 +47%

PBA Hedge Fund Activity: Q3 2024 in Review

391 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2024, worth a combined $13.4B — up 9.1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PBA positions and 34 closed out — a net gain of 13 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity International, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $233M.

  • 391 institutional investors held Pembina Pipeline (PBA) as of Q3 2024, up from 382 in Q2 2024.
  • Funds reported $13.4B of Pembina Pipeline stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 47 funds opened new Pembina Pipeline positions in Q3 2024 and 34 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q3 2024 was Fidelity International, an estimated $301M added.
  • The largest Pembina Pipeline seller in Q3 2024 was Goldman Sachs, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2024.