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Pembina Pipeline
PBA

Overview Fund Activity

364 hedge funds and large institutions have $10.6B invested in Pembina Pipeline in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
118
Reduced
122
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$170M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$514M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$69M
4
Goldman Sachs
4
Goldman Sachs
New York
$210M
5
Capital World Investors
5
Capital World Investors
California
$32.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M
2
Fidelity International
2
Fidelity International
Bermuda
$270M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$696M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$27.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
326
Hillsdale Investment Management
Ontario, Canada
$18.1K +$3.44K +100 +23%
GIA
327
GHP Investment Advisors
Colorado
$17.8K – – –
CTC
328
Central Trust Company
Missouri
$17.2K – – –
JGIA
329
Jackson Grant Investment Advisers
Connecticut
$15.5K – – –
CFB
330
Cullen/Frost Bankers
Texas
$15.5K -$15.5K -449 -50%
UB
331
UMB Bank
Missouri
$14.5K – – –
TH
332
TCTC Holdings
Texas
$14.4K +$5.99K +174 +71%
BC
333
Bartlett & Co
Ohio
$14K – – –
BCWM
334
Bartlett & Co Wealth Management
Ohio
$14K – – –
TSWM
335
Tyler-Stone Wealth Management
Ohio
$12.9K +$172 +5 +1%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$12K +$12K +363 New
FFA
337
Farther Finance Advisors
California
$11.8K +$11.8K +343 New
GFPC
338
Global Financial Private Client
Florida
$11K – – –
BF
339
BOK Financial
Oklahoma
$10.9K +$6.23K +181 +132%
SWM
340
Spire Wealth Management
Virginia
$10.2K -$878 -26 -8%
QT
341
Quantbot Technologies
New York
$10.2K -$23K -667 -69%
LF
342
Lee Financial
Texas
$9.02K – – –
DAC
343
Dividend Assets Capital
South Carolina
$9K -$10.8K -300 -55%
VNA
344
Valley National Advisers
Pennsylvania
$9K – – –
BGAI
345
Bruce G. Allen Investments
Colorado
$8.98K +$8.98K +261 New
VWM
346
Valley Wealth Managers
New Jersey
$7.3K – – –
TWM
347
Tradition Wealth Management
Minnesota
$7K – – –
FWM
348
FSA Wealth Management
Massachusetts
$7K +$7K +212 New
IWP
349
IAG Wealth Partners
Wisconsin
$6.88K – – –
DAM
350
Delta Asset Management
Tennessee
$6.88K – – –
12 13
14
15 16