We are live on ! Find out more
PBA icon

Pembina Pipeline

366 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, 119 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $9.12B → $10.6B (+$1.49B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 349366 (+17)

1.03% more ownership

Funds ownership: 54.88%55.91% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 123

63% less call options, than puts

Call options by funds: $178M | Put options by funds: $485M

Holders
366
Holders Change
+17
Holders Change %
+4.87%
% 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
119
Reduced
123
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$20.8K
PA
327
Parallel Advisors
California
$19.1K -$11.2K -348 -39%
HIM
328
Hillsdale Investment Management
Ontario, Canada
$18.1K +$3.2K +100 +23%
GIA
329
GHP Investment Advisors
Colorado
$17.8K
CTC
330
Central Trust Company
Missouri
$17.2K
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$15.5K
CFB
332
Cullen/Frost Bankers
Texas
$15.5K -$14.4K -449 -50%
UB
333
UMB Bank
Missouri
$14.5K
TH
334
TCTC Holdings
Texas
$14.4K +$5.58K +174 +71%
BC
335
Bartlett & Co
Ohio
$14K
BCWM
336
Bartlett & Co Wealth Management
Ohio
$14K
TSWM
337
Tyler-Stone Wealth Management
Ohio
$12.9K +$160 +5 +1%
BFEC
338
Benjamin F. Edwards & Company
Missouri
$12K +$11.6K +363 New
FFA
339
Farther Finance Advisors
California
$11.8K +$11K +343 New
GFPC
340
Global Financial Private Client
Florida
$11K
BF
341
BOK Financial
Oklahoma
$10.9K +$5.8K +181 +132%
SWM
342
Spire Wealth Management
Virginia
$10.2K -$833 -26 -8%
QT
343
Quantbot Technologies
New York
$10.2K -$21.4K -667 -69%
LF
344
Lee Financial
Texas
$9.02K
DAC
345
Dividend Assets Capital
South Carolina
$9K -$9.61K -300 -55%
VNA
346
Valley National Advisers
Pennsylvania
$9K
BGAI
347
Bruce G. Allen Investments
Colorado
$8.98K +$8.36K +261 New
VWM
348
Valley Wealth Managers
New Jersey
$7.3K
TWM
349
Tradition Wealth Management
Minnesota
$7K
FWM
350
FSA Wealth Management
Massachusetts
$7K +$6.79K +212 New