PBA icon

Pembina Pipeline
PBA

Overview Fund Activity

413 hedge funds and large institutions have $13.1B invested in Pembina Pipeline in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+23
Holders Change %
+5.9%
% of All Funds
5.61%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
57
Increased
150
Reduced
131
Closed
31
Calls
$146M
Puts
$266M
Net Calls
-$120M
Net Calls Change
+$261M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$150M
2
Goldman Sachs
Goldman Sachs
New York
+$116M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$94.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$92.8M
5
Millennium Management
Millennium Management
New York
+$40M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$152M
2
Fidelity International
Fidelity International
Bermuda
-$129M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$111M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
301
MML Investors Services
Massachusetts
$248K +$25.9K +645 +12%
SWP
302
Stratos Wealth Partners
Ohio
$248K +$248K +6,194 New
YCM
303
Yousif Capital Management
Michigan
$246K -$85.1K -2,125 -26%
EI
304
Ethic Inc
New York
$242K +$242K +5,980 New
MA
305
MONECO Advisors
Connecticut
$241K +$2.4K +60 +1%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$241K +$241K +6,008 New
PP
307
Prudential plc
United Kingdom
$239K -$164K -4,110 -41%
BHPW
308
Beverly Hills Private Wealth
California
$238K +$5.52K +138 +2%
VF
309
Virtu Financial
New York
$236K +$236K +5,904 New
EMCIP
310
Ewing Morris & Co Investment Partners
Ontario, Canada
$230K +$230K +4,000 New
Walleye Capital
311
Walleye Capital
New York
$226K +$226K +5,652 New
MIM
312
Marco Investment Management
Georgia
$223K – – –
IWM
313
IHT Wealth Management
Illinois
$221K -$37.3K -933 -14%
IC
314
Iconiq Capital
California
$218K +$218K +5,454 New
ONST
315
Old North State Trust
North Carolina
$214K – – –
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$211K -$102K -2,553 -33%
ECM
317
Evergreen Capital Management
Washington
$206K -$22.7K -567 -10%
JAM
318
JCIC Asset Management
Ontario, Canada
$205K +$13K +325 +7%
BPA
319
Beacon Pointe Advisors
California
$203K +$203K +5,065 New
KMWM
320
Keudell/Morrison Wealth Management
Oregon
$200K +$200K +5,008 New
BCM
321
Basso Capital Management
Connecticut
$200K – – –
NS
322
NBC Securities
Alabama
$198K +$198K +4,964 +165,467%
BC
323
Brookfield Corp
Ontario, Canada
$182K -$414K -10,343 -69%
RhumbLine Advisers
324
RhumbLine Advisers
Massachusetts
$182K – – –
FFA
325
Farther Finance Advisors
California
$140K +$110K +2,719 +364%
11 12
13
14 15