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Pembina Pipeline
PBA

Overview Fund Activity

391 hedge funds and large institutions have $11.1B invested in Pembina Pipeline in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
55
Increased
138
Reduced
130
Closed
23
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$189M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$88.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$770M
4
Deutsche Bank
4
Deutsche Bank
Germany
$546M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$418M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$147M
3
Canada Life
3
Canada Life
Manitoba, Canada
$24.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$112M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
FMTCOCP
326
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K 2,000 – –
PP
327
Pacifica Partners
Canada
$70.2K 2,020 – –
WTC
328
WhitTier Trust Company
Nevada
$67.5K 1,911 – –
CAM
329
Creekmur Asset Management
Illinois
$65.7K 1,858 +64 +4%
AF
330
Allworth Financial
California
$60.8K 1,721 -101 -6%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$60.3K 1,706 -80 -4%
HCP
332
Hexagon Capital Partners
Arkansas
$59.7K 1,688 -1 -0.1%
BCM
333
Birch Capital Management
Texas
$59.5K 1,685 -2,199 -57%
RA
334
Rational Advisors
New York
$47.7K 1,350 – –
IFAM
335
Institutional & Family Asset Management
Colorado
$45.2K 1,278 +18 +1%
EWA
336
EverSource Wealth Advisors
Alabama
$45.1K 1,281 +200 +19%
BWL
337
Bogart Wealth LLC
Virginia
$42.1K 1,190 – –
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.9K 1,045 +1,045 New
CFGS
339
Concourse Financial Group Securities
Alabama
$36.3K 1,013 – –
DJSG
340
D.J. St. Germain
Massachusetts
$35.8K 1,012 – –
MFA
341
McClarren Financial Advisors
Pennsylvania
$33K 910 +1 +0.1%
PA
342
Parallel Advisors
California
$32.1K 908 +353 +64%
CFB
343
Cullen/Frost Bankers
Texas
$31.7K 898 +449 +100%
Optiver Holding
344
Optiver Holding
Netherlands
$30.4K 861 +861 New
LFG
345
Larson Financial Group
Missouri
$28.3K 800 – –
GAM
346
Groupama Asset Management
France
$26.6K 752 +752 New
ZB
347
Zions Bancorporation
Utah
$25.7K 727 – –
IGWM
348
ICA Group Wealth Management
Colorado
$25.4K 720 – –
CB
349
CNB Bank
Pennsylvania
$24.6K 697 – –
DMIC
350
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.4K 691 +691 New
12 13
14
15 16