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Pembina Pipeline

375 hedge funds and large institutions have $10.3B invested in Pembina Pipeline in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

2% more funds holding

Funds holding: 367375 (+8)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

1.25% less ownership

Funds ownership: 57.04%55.79% (-1.2%)

13% less capital invested

Capital invested by funds: $11.9B → $10.3B (-$1.58B)

87% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $411M

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% 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
46
Increased
122
Reduced
122
Closed
34
Calls
$53.8M
Puts
$411M
Net Calls
-$358M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$19K +$20.6K +535 New
CWC
327
Carolinas Wealth Consulting
North Carolina
$18K
CFGS
328
Concourse Financial Group Securities
Alabama
$18K +$2.43K +63 +14%
JGIA
329
Jackson Grant Investment Advisers
Connecticut
$16K
Lazard Asset Management
330
Lazard Asset Management
New York
$16K +$17.6K +458 New
EL
331
EMFO LLC
Florida
$15K
MAWCM
332
Mine & Arao Wealth Creation & Management
California
$15K
BCWM
333
Bartlett & Co Wealth Management
Ohio
$14.2K
BC
334
Bartlett & Co
Ohio
$14K
CM
335
Cornerstone Management
Georgia
$13.5K
BWM
336
BerganKDV Wealth Management
Minnesota
$13K +$77 +2 +0.5%
SWM
337
Spire Wealth Management
Virginia
$12K
TSWM
338
Tyler-Stone Wealth Management
Ohio
$12K +$154 +4 +1%
GFPC
339
Global Financial Private Client
Florida
$11.3K
PMFA
340
Plante Moran Financial Advisors
Michigan
$11K
FHA
341
First Horizon Advisors
Tennessee
$10K -$578 -15 -5%
VNA
342
Valley National Advisers
Pennsylvania
$10K
MGIM
343
M&G Investment Management
United Kingdom
$9.45K -$12.7K -330 -0.1%
LF
344
Lee Financial
Texas
$9K
TH
345
TCTC Holdings
Texas
$9K
SCA
346
Stonebridge Capital Advisors
Minnesota
$9K +$9.32K +242 New
TFP
347
Tilia Fiduciary Partners
North Carolina
$8K
GWS
348
Glassman Wealth Services
Virginia
$7K -$270 -7 -3%
IWP
349
IAG Wealth Partners
Wisconsin
$7K
IA
350
IFP Advisors
Florida
$7K

PBA Hedge Fund Activity: Q2 2022 in Review

375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2022, worth a combined $10.3B — down 13% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PBA positions and 34 closed out — a net gain of 12 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was British Columbia Investment Management, cutting an estimated $144M.

  • 375 institutional investors held Pembina Pipeline (PBA) as of Q2 2022, up from 367 in Q1 2022.
  • Funds reported $10.3B of Pembina Pipeline stock for Q2 2022, down 13% quarter-over-quarter.
  • 46 funds opened new Pembina Pipeline positions in Q2 2022 and 34 closed out, a net change of +12 holders.
  • The largest Pembina Pipeline buyer in Q2 2022 was Wellington Management Group, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q2 2022 was British Columbia Investment Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2022.