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Pembina Pipeline
PBA

Overview Fund Activity

347 hedge funds and large institutions have $9.12B invested in Pembina Pipeline in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-21
Holders Change %
-5.71%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
129
Reduced
119
Closed
41
Calls
$114M
Puts
$404M
Net Calls
-$291M
Net Calls Change
+$17.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79.4M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$389M
4
BC
Brookfield Corp
Ontario, Canada
$30.6M
5
UM
UniSuper Management
Australia
$58.2M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$243M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M
3
DZ Bank
DZ Bank
Germany
$23.6M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$62.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$9.83K – – –
GFPC
327
Global Financial Private Client
Florida
$9.32K – – –
IA
328
IFP Advisors
Florida
$9.17K +$4.51K +150 +97%
VNA
329
Valley National Advisers
Pennsylvania
$9K – – –
LF
330
Lee Financial
Texas
$7.88K – – –
TH
331
TCTC Holdings
Texas
$7.34K – – –
VWM
332
Valley Wealth Managers
New Jersey
$6.37K – – –
IWP
333
IAG Wealth Partners
Wisconsin
$6.01K – – –
DAM
334
Delta Asset Management
Tennessee
$6.01K – – –
TWM
335
Tradition Wealth Management
Minnesota
$6K – – –
LFA
336
Legend Financial Advisors
Pennsylvania
$4.51K – – –
SCA
337
Stonebridge Capital Advisors
Minnesota
$4.51K – – –
BF
338
BOK Financial
Oklahoma
$4.22K +$4.22K +137 New
TC
339
Truvestments Capital
Florida
$3.01K – – –
EARNEST Partners
340
EARNEST Partners
Georgia
$2.66K – – –
ETC
341
Exchange Traded Concepts
Oklahoma
$2.41K +$271 +9 +13%
RL
342
Rogco LP
Oklahoma
$1.11K +$1.11K +37 New
PCM
343
Penserra Capital Management
California
$1K +$333 +15 +50%
BTI
344
Blue Trust Inc
Georgia
$1K +$1K +45 New
AF
345
Advisornet Financial
Minnesota
$691 – – –
BIA
346
Bell Investment Advisors
California
$481 +$481 +16 New
TWD
347
True Wealth Design
Ohio
$361 +$90 +3 +33%
Optiver Holding
348
Optiver Holding
Netherlands
$150 +$150 +5 New
TPM
349
Triasima Portfolio Management
Quebec, Canada
– -$27.6M -661,473 Closed
NAM
350
NewGen Asset Management
Ontario, Canada
– -$4.5M -170,000 Closed
12 13
14
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