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Pembina Pipeline
PBA

Overview Fund Activity

349 hedge funds and large institutions have $10.7B invested in Pembina Pipeline in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 110 increasing their positions, 112 reducing their positions, and 34 closing their positions.

Holders
349
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
6.89%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
51
Increased
110
Reduced
112
Closed
34
Calls
$17.7M
Puts
$16.7M
Net Calls
+$922K
Net Calls Change
-$43.3M

Top Buyers

1
HFA
1
Harvest Fund Advisors
Pennsylvania
$330M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$322M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$329M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$79.1M
5
BPSG
5
Brookfield Public Securities Group
New York
$236M

Top Sellers

1
SCA
1
Salient Capital Advisors
Texas
$238M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.57M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.38B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$914K
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
326
FSA Wealth Management
Massachusetts
$8K 212 +212 New
VCP
327
Verus Capital Partners
Arizona
$8K 215 +215 New
LFA
328
Lighthouse Financial Advisors
Maryland
$8K 242 +242 New
WLPWM
329
Walled Lake Planning & Wealth Management
Illinois
$7K 178 +178 New
ACM
330
Allred Capital Management
Texas
$6.15K 166 +166 New
CFD
331
Creative Financial Designs
Indiana
$6K 160 – –
AP
332
Arlington Partners
Alabama
$6K 164 +164 New
PA
333
Procyon Advisors
Connecticut
$6K 170 +170 New
LJHT
334
Laurie J. Hall Trustee
$5K 142 – –
FWM
335
Focused Wealth Management
New York
$4K 100 – –
GTAM
336
Global Trust Asset Management
Florida
$4K 106 – –
VFA
337
Valeo Financial Advisors
Indiana
$4K 110 +78 +244%
BWM
338
BerganKDV Wealth Management
Minnesota
$4K 100 +100 New
FHA
339
Flagship Harbor Advisors
Massachusetts
$3K 71 – –
WCM
340
Wealthcare Capital Management
Virginia
$3K 92 +92 New
EARNEST Partners
341
EARNEST Partners
Georgia
$2K 65 – –
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$1K 40 -83 -67%
LWM
343
Liberty Wealth Management
California
$1K 29 – –
SFS
344
Sowell Financial Services
Arkansas
$1K 38 – –
LF
345
Lee Financial
Texas
$1K 20 – –
HIA
346
Harbor Investment Advisory
Maryland
$1K 40 +40 New
FCH
347
Freestone Capital Holdings
Washington
$807 21,787 -10,140 -32%
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
– – -171,349 Closed
ECM
349
ExodusPoint Capital Management
New York
– – -48,293 Closed
OMC
350
Overbrook Management Corp
New York
– – -43,996 Closed
12 13
14
15 16