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Pembina Pipeline
PBA

Overview Fund Activity

374 hedge funds and large institutions have $10.3B invested in Pembina Pipeline in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
45
Increased
122
Reduced
122
Closed
34
Calls
$53.8M
Puts
$411M
Net Calls
-$358M
Net Calls Change
-$94.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$171M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$357M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$188M
4
DZ Bank
DZ Bank
Germany
$73.8M
5
Goldman Sachs
Goldman Sachs
New York
$200M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
$7.99M
2
UBS AM
UBS AM
Illinois
$0
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$283M
4
Two Sigma Investments
Two Sigma Investments
New York
$728K
5
BC
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
326
Carolinas Wealth Consulting
North Carolina
$18K – – –
CFGS
327
Concourse Financial Group Securities
Alabama
$18K +$2.21K +63 +14%
JGIA
328
Jackson Grant Investment Advisers
Connecticut
$16K – – –
Lazard Asset Management
329
Lazard Asset Management
New York
$16K +$16K +458 New
EL
330
EMFO LLC
Florida
$15K – – –
MAWCM
331
Mine & Arao Wealth Creation & Management
California
$15K – – –
BCWM
332
Bartlett & Co Wealth Management
Ohio
$14.2K – – –
BC
333
Bartlett & Co
Ohio
$14K – – –
CM
334
Cornerstone Management
Georgia
$13.5K – – –
BWM
335
BerganKDV Wealth Management
Minnesota
$13K +$69 +2 +0.5%
SWM
336
Spire Wealth Management
Virginia
$12K – – –
TSWM
337
Tyler-Stone Wealth Management
Ohio
$12K +$140 +4 +1%
GFPC
338
Global Financial Private Client
Florida
$11.3K – – –
PMFA
339
Plante Moran Financial Advisors
Michigan
$11K – – –
FHA
340
First Horizon Advisors
Tennessee
$10K -$558 -15 -5%
VNA
341
Valley National Advisers
Pennsylvania
$10K – – –
MGIM
342
M&G Investment Management
United Kingdom
$9.45K -$12 -330 -0.1%
TH
343
TCTC Holdings
Texas
$9K – – –
LF
344
Lee Financial
Texas
$9K – – –
SCA
345
Stonebridge Capital Advisors
Minnesota
$9K +$9K +242 New
TFP
346
Tilia Fiduciary Partners
North Carolina
$8K – – –
GWS
347
Glassman Wealth Services
Virginia
$7K -$240 -7 -3%
IA
348
IFP Advisors
Florida
$7K – – –
IWP
349
IAG Wealth Partners
Wisconsin
$7K – – –
VWM
350
Valley Wealth Managers
New Jersey
$7K +$7K +212 New
12 13
14
15 16