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Pembina Pipeline

369 hedge funds and large institutions have $9.61B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% less funds holding

Funds holding: 370369 (-1)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

1.22% less ownership

Funds ownership: 56.38%55.16% (-1.2%)

5% less capital invested

Capital invested by funds: $10.1B → $9.61B (-$529M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

80% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $383M

Holders
369
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
326
BNP Paribas Financial Markets
France
$18.5K +$18.8K +589 New
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$18.1K
IG
328
ING Group
Netherlands
$17.2K -$4.76K -149 -21%
DAC
329
Dividend Assets Capital
South Carolina
$17K -$798 -25 -4%
CFGS
330
Concourse Financial Group Securities
Alabama
$16.4K
HIM
331
Hillsdale Investment Management
Ontario, Canada
$16.2K +$3.19K +100 +24%
CWC
332
Carolinas Wealth Consulting
North Carolina
$15.7K
CTC
333
Central Trust Company
Missouri
$15.7K
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$14.1K
UB
335
UMB Bank
Missouri
$13.3K +$11.8K +371 +727%
BC
336
Bartlett & Co
Ohio
$13K
BCWM
337
Bartlett & Co Wealth Management
Ohio
$12.6K
SS
338
Sunbelt Securities
Texas
$12.6K
EL
339
EMFO LLC
Florida
$12.5K
GWS
340
Glassman Wealth Services
Virginia
$12.3K -$32 -1 -0.3%
BWM
341
BerganKDV Wealth Management
Minnesota
$12.2K +$160 +5 +1%
HFM
342
Harvest Fund Management
China
$12K -$18.1K -568 -60%
Bessemer Group
343
Bessemer Group
New Jersey
$12K +$12.6K +395 New
FHA
344
First Horizon Advisors
Tennessee
$11.8K +$1.12K +35 +10%
TSWM
345
Tyler-Stone Wealth Management
Ohio
$11K +$11.6K +364 New
SWM
346
Spire Wealth Management
Virginia
$10.3K -$7.34K -230 -41%
GFPC
347
Global Financial Private Client
Florida
$10.1K
GIA
348
GHP Investment Advisors
Colorado
$9.54K +$9.68K +303 New
VNA
349
Valley National Advisers
Pennsylvania
$9K
LF
350
Lee Financial
Texas
$8.24K

PBA Hedge Fund Activity: Q2 2023 in Review

369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2023, worth a combined $9.61B — down 5.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PBA positions and 39 closed out — a net gain of 2 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $62.9M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 369 institutional investors held Pembina Pipeline (PBA) as of Q2 2023, down from 370 in Q1 2023.
  • Funds reported $9.61B of Pembina Pipeline stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 41 funds opened new Pembina Pipeline positions in Q2 2023 and 39 closed out, a net change of +2 holders.
  • The largest Pembina Pipeline buyer in Q2 2023 was Royal Bank of Canada, an estimated $62.9M added.
  • The largest Pembina Pipeline seller in Q2 2023 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2023.