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Pembina Pipeline
PBA

Overview Fund Activity

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$96.6M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$69.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$39.7M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$107M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$82.5M
3
Fidelity International
Fidelity International
Bermuda
-$75.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$51.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
326
Concourse Financial Group Securities
Alabama
$16.9K – – –
PP
327
Pacifica Partners
Canada
$16.8K +$1.18K +36 +8%
CWC
328
Carolinas Wealth Consulting
North Carolina
$16.4K – – –
CTC
329
Central Trust Company
Missouri
$16.2K – – –
NA
330
NewEdge Advisors
Louisiana
$14.8K -$180K -5,543 -92%
Group One Trading
331
Group One Trading
Illinois
$14.7K -$1.39K -43 -9%
JGIA
332
Jackson Grant Investment Advisers
Connecticut
$14.6K – – –
Lazard Asset Management
333
Lazard Asset Management
New York
$14K – – –
HIM
334
Hillsdale Investment Management
Ontario, Canada
$13.5K – – –
BC
335
Bartlett & Co
Ohio
$13K – – –
BCWM
336
Bartlett & Co Wealth Management
Ohio
$13K – – –
EL
337
EMFO LLC
Florida
$12.9K -$1.07K -33 -8%
SS
338
Sunbelt Securities
Texas
$12.9K +$12.9K +400 New
GWS
339
Glassman Wealth Services
Virginia
$12.7K -$4.18K -129 -25%
BWM
340
BerganKDV Wealth Management
Minnesota
$12.4K – – –
CM
341
Cornerstone Management
Georgia
$12.4K – – –
FHA
342
First Horizon Advisors
Tennessee
$11K +$583 +18 +6%
GFPC
343
Global Financial Private Client
Florida
$10.6K – – –
VNA
344
Valley National Advisers
Pennsylvania
$9K – – –
LF
345
Lee Financial
Texas
$8.49K – – –
TH
346
TCTC Holdings
Texas
$7.91K – – –
TFP
347
Tilia Fiduciary Partners
North Carolina
$7.26K – – –
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$7.13K -$2.5K -77 -26%
TWM
349
Tradition Wealth Management
Minnesota
$7K +$7K +212 New
VWM
350
Valley Wealth Managers
New Jersey
$6.87K – – –
12 13
14
15 16