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Pembina Pipeline

364 hedge funds and large institutions have $8.81B invested in Pembina Pipeline in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 116

0.18% more ownership

Funds ownership: 55.79%55.97% (+0.18%)

3% less funds holding

Funds holding: 375364 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $10.3B → $8.81B (-$1.48B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

84% less call options, than puts

Call options by funds: $65.1M | Put options by funds: $417M

Holders
364
Holders Change
-11
Holders Change %
-2.93%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
33
Increased
131
Reduced
116
Closed
38
Calls
$65.1M
Puts
$417M
Net Calls
-$352M
Net Calls Change
+$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
326
Leelyn Smith
Illinois
$13K +$15.2K +425 New
BCWM
327
Bartlett & Co Wealth Management
Ohio
$12.2K
BC
328
Bartlett & Co
Ohio
$12K
BWM
329
BerganKDV Wealth Management
Minnesota
$12K
CM
330
Cornerstone Management
Georgia
$11.6K
TSWM
331
Tyler-Stone Wealth Management
Ohio
$11K +$143 +4 +1%
GFPC
332
Global Financial Private Client
Florida
$10.3K
SWM
333
Spire Wealth Management
Virginia
$9K -$1.5K -42 -12%
PMFA
334
Plante Moran Financial Advisors
Michigan
$9K
VNA
335
Valley National Advisers
Pennsylvania
$9K
GWS
336
Glassman Wealth Services
Virginia
$9K +$3.46K +97 +48%
LF
337
Lee Financial
Texas
$8K
FHA
338
First Horizon Advisors
Tennessee
$8K +$1.07K +30 +11%
MAM
339
Meeder Asset Management
Ohio
$8K +$9.09K +255 New
IA
340
IFP Advisors
Florida
$7K
TH
341
TCTC Holdings
Texas
$7K
TFP
342
Tilia Fiduciary Partners
North Carolina
$7K
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
IWP
344
IAG Wealth Partners
Wisconsin
$6K
VWM
345
Valley Wealth Managers
New Jersey
$6K
SCA
346
Stonebridge Capital Advisors
Minnesota
$5K -$3.28K -92 -38%
Bessemer Group
347
Bessemer Group
New Jersey
$5K +$5.92K +166 New
LFA
348
Legend Financial Advisors
Pennsylvania
$4.56K +$5.35K +150 New
ETC
349
Exchange Traded Concepts
Oklahoma
$4K -$1.71K -48 -29%
PO
350
Private Ocean
California
$3K -$36 -1 -0.9%

PBA Hedge Fund Activity: Q3 2022 in Review

364 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2022, worth a combined $8.81B — down 14% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBA and 33 opened new positions — a net loss of 5 holders — while 116 trimmed existing stakes and 131 added.

The largest buyer was Royal Bank of Canada, adding an estimated $106M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $151M.

  • 364 institutional investors held Pembina Pipeline (PBA) as of Q3 2022, down from 375 in Q2 2022.
  • Funds reported $8.81B of Pembina Pipeline stock for Q3 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q3 2022 and 38 closed out, a net change of -5 holders.
  • The largest Pembina Pipeline buyer in Q3 2022 was Royal Bank of Canada, an estimated $106M added.
  • The largest Pembina Pipeline seller in Q3 2022 was Canada Pension Plan Investment Board, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2022.