We are live on ! Find out more
PBA icon

Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
Paloma Partners
Connecticut
-$1.5M -63,560 Closed
VLKIM
327
Van Lanschot Kempen Investment Management
Netherlands
-$1.45M -48,096 Closed
Voloridge Investment Management
328
Voloridge Investment Management
Florida
-$977K -41,273 Closed
PFM
329
Premier Fund Managers
United Kingdom
-$687K -29,000 Closed
OTPPB
330
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$612K -25,864 Closed
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
-$607K -25,720 Closed
KAS
332
Kestra Advisory Services
Texas
-$521K -22,048 Closed
N
333
Natixis
France
-$490K -20,739 Closed
KPWS
334
Kestra Private Wealth Services
Texas
-$489K -20,675 Closed
VF
335
Virtu Financial
New York
-$309K -13,046 Closed
QIM
336
Quantitative Investment Management
Virginia
-$279K -11,794 Closed
BCM
337
Bayesian Capital Management
New York
-$265K -11,200 Closed
FI
338
FormulaFolio Investments
Michigan
-$241K -10,202 Closed
BCM
339
Brookstone Capital Management
Illinois
-$230K -9,724 Closed
ACM
340
AlphaCrest Capital Management
New York
-$227K -9,600 Closed
FTDI
341
First Trust Direct Indexing
Massachusetts
-$130K -5,493 Closed
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$109K -4,598 Closed
ASN
343
Advisory Services Network
Georgia
-$60K -2,557 Closed
FCH
344
Freestone Capital Holdings
Washington
-$48.6K -2,055 Closed
QI
345
QV Investors
Alberta, Canada
-$35K -1,500 Closed
PWPS
346
Pinnacle Wealth Planning Services
Ohio
-$33K -1,409 Closed
FC
347
FORA Capital
Florida
-$30K -1,275 Closed
AL
348
ADE LLC
Maryland
-$27K -1,153 Closed
FWM
349
ForthRight Wealth Management
Georgia
-$24K -1,000 Closed
CAAS
350
Capital Asset Advisory Services
Michigan
-$16K -658 Closed

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.