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Pembina Pipeline

395 hedge funds and large institutions have $12.2B invested in Pembina Pipeline in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

1% more funds holding

Funds holding: 391395 (+4)

5% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 130

0.98% more ownership

Funds ownership: 55.74%56.72% (+0.98%)

9% less capital invested

Capital invested by funds: $13.4B → $12.2B (-$1.18B)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

81% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $471M

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.12%
New
47
Increased
136
Reduced
130
Closed
39
Calls
$89.9M
Puts
$471M
Net Calls
-$381M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$161K -$522K -12,800 -74%
IWA
302
Icon Wealth Advisors
Texas
$137K +$1.47K +36 +1%
AF
303
Allworth Financial
California
$118K +$59.3K +1,454 +84%
WBWA
304
William B. Walkup & Associates
South Carolina
$110K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$108K +$12.6K +308 +12%
HI
306
Harbour Investments
Wisconsin
$107K +$5.5K +135 +5%
MEG
307
Millstone Evans Group
Colorado
$92.4K +$102K +2,500 New
GWM
308
Geneos Wealth Management
Colorado
$90.3K -$15.2K -373 -13%
Macquarie Group
309
Macquarie Group
Australia
$85.8K
PP
310
Pacifica Partners
Canada
$81.2K
AAP
311
Arax Advisory Partners
Colorado
$77.8K +$41 +1 +0%
HCP
312
Hexagon Capital Partners
Arkansas
$75.7K +$12K +295 +17%
FMTCOCP
313
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K
IA
314
IFP Advisors
Florida
$72.7K -$18.1K -444 -18%
WTC
315
WhitTier Trust Company
Nevada
$70.6K
AWM
316
Avior Wealth Management
Nebraska
$70.4K +$9.91K +243 +15%
HT
317
Headlands Technologies
Illinois
$65.4K +$13.6K +333 +23%
CH
318
Cromwell Holdings
Wyoming
$64.3K
Bank Julius Baer & Co
319
Bank Julius Baer & Co
Switzerland
$63.4K +$44.1K +1,082 New
CAM
320
Creekmur Asset Management
Illinois
$62.6K
PA
321
Parallel Advisors
California
$62K +$7.54K +185 +12%
FWA
322
Flagship Wealth Advisors
Massachusetts
$61.4K +$67.7K +1,661 New
EWA
323
EverSource Wealth Advisors
Alabama
$52K -$8.64K -212 -13%
DF
324
Dunhill Financial
United Kingdom
$49.9K +$27.5K +675 +100%
CAS
325
Coppell Advisory Solutions
Texas
$49.7K