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Pembina Pipeline
PBA

Overview Fund Activity

367 hedge funds and large institutions have $11.9B invested in Pembina Pipeline in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 132 increasing their positions, 102 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+32
Holders Change %
+9.55%
% of All Funds
5.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
65
Increased
132
Reduced
102
Closed
32
Calls
$82.7M
Puts
$345M
Net Calls
-$263M
Net Calls Change
+$32.5M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$519M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$140M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$83.8M
4
SCA
Salient Capital Advisors
Texas
$143M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.4B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$560M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$783M
3
SNT
SIG North Trading
Pennsylvania
$5.29M
4
ACI
AMP Capital Investors
Australia
$15.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
326
Jackson Grant Investment Advisers
Connecticut
$17K – – –
CFGS
327
Concourse Financial Group Securities
Alabama
$17K – – –
PFS
328
Prospera Financial Services
Texas
$17K +$17K +440 New
MAWCM
329
Mine & Arao Wealth Creation & Management
California
$16K – – –
EL
330
EMFO LLC
Florida
$16K – – –
BCWM
331
Bartlett & Co Wealth Management
Ohio
$15.1K +$15.1K +400 New
BC
332
Bartlett & Co
Ohio
$15K +$15K +400 New
CM
333
Cornerstone Management
Georgia
$14.4K -$3.76K -100 -21%
BWM
334
BerganKDV Wealth Management
Minnesota
$14K +$149 +4 +1%
SWM
335
Spire Wealth Management
Virginia
$13K – – –
TSWM
336
Tyler-Stone Wealth Management
Ohio
$13K +$191 +5 +1%
GFPC
337
Global Financial Private Client
Florida
$12.1K – – –
VNA
338
Valley National Advisers
Pennsylvania
$11K – – –
FHA
339
First Horizon Advisors
Tennessee
$11K +$11K +284 New
MCC
340
Money Concepts Capital
Florida
$11K +$11K +284 New
PMFA
341
Plante Moran Financial Advisors
Michigan
$11K +$11K +300 New
ETC
342
Exchange Traded Concepts
Oklahoma
$10K +$149 +4 +2%
LF
343
Lee Financial
Texas
$10K +$10K +262 New
MGIM
344
M&G Investment Management
United Kingdom
$9.96K – – –
Koshinski Asset Management
345
Koshinski Asset Management
Illinois
$9.55K – – –
TH
346
TCTC Holdings
Texas
$9K – – –
IWP
347
IAG Wealth Partners
Wisconsin
$8K – – –
TFP
348
Tilia Fiduciary Partners
North Carolina
$8K – – –
GWS
349
Glassman Wealth Services
Virginia
$8K +$1.97K +52 +33%
IA
350
IFP Advisors
Florida
$7K +$424 +10 +6%
12 13
14
15 16