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Pembina Pipeline

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

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% less funds holding

Funds holding: 372370 (-2)

0.71% less ownership

Funds ownership: 57.09%56.38% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 128

5% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$578M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

73% less call options, than puts

Call options by funds: $107M | Put options by funds: $393M

Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$16.9K
PP
327
Pacifica Partners
Canada
$16.8K +$1.22K +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 -$187K -5,543 -92%
Group One Trading
331
Group One Trading
Illinois
$14.7K -$1.45K -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 -$1.11K -33 -8%
SS
338
Sunbelt Securities
Texas
$12.9K +$13.5K +400 New
GWS
339
Glassman Wealth Services
Virginia
$12.7K -$4.35K -129 -25%
BWM
340
BerganKDV Wealth Management
Minnesota
$12.4K
CM
341
Cornerstone Management
Georgia
$12.4K
FHA
342
First Horizon Advisors
Tennessee
$11K +$607 +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 -$2.6K -77 -26%
TWM
349
Tradition Wealth Management
Minnesota
$7K +$7.15K +212 New
VWM
350
Valley Wealth Managers
New Jersey
$6.87K

PBA Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2023, worth a combined $10.1B — down 5.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PBA positions and 30 closed out — a net gain of 3 holders — while 124 added to existing stakes and 128 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $112M.

  • 370 institutional investors held Pembina Pipeline (PBA) as of Q1 2023, down from 372 in Q4 2022.
  • Funds reported $10.1B of Pembina Pipeline stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Pembina Pipeline buyer in Q1 2023 was Royal Bank of Canada, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2023.