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Pembina Pipeline

392 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, 131 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

7% more funds holding

Funds holding: 366392 (+26)

1.07% more ownership

Funds ownership: 55.91%56.97% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 131

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$504M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $213M | Put options by funds: $299M

Holders
392
Holders Change
+26
Holders Change %
+7.1%
% of All Funds
5.65%
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
131
Closed
24
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
326
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K
PP
327
Pacifica Partners
Canada
$70.2K
WTC
328
WhitTier Trust Company
Nevada
$67.5K
CAM
329
Creekmur Asset Management
Illinois
$65.7K +$2.21K +64 +4%
AF
330
Allworth Financial
California
$60.8K -$3.48K -101 -6%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$60.3K -$2.76K -80 -4%
HCP
332
Hexagon Capital Partners
Arkansas
$59.7K -$34 -1 -0.1%
BCM
333
Birch Capital Management
Texas
$59.5K -$75.8K -2,199 -57%
RA
334
Rational Advisors
New York
$47.7K
IFAM
335
Institutional & Family Asset Management
Colorado
$45.1K +$621 +18 +1%
EWA
336
EverSource Wealth Advisors
Alabama
$45.1K +$6.89K +200 +19%
BWL
337
Bogart Wealth LLC
Virginia
$42.1K
LSA
338
Leonteq Securities AG
Switzerland
$40.9K -$38.7K -1,122 -57%
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.9K +$36K +1,045 New
CFGS
340
Concourse Financial Group Securities
Alabama
$36.3K
DJSG
341
D.J. St. Germain
Massachusetts
$35.8K
MFA
342
McClarren Financial Advisors
Pennsylvania
$33K +$34 +1 +0.1%
PA
343
Parallel Advisors
California
$32.1K +$12.2K +353 +64%
CFB
344
Cullen/Frost Bankers
Texas
$31.7K +$15.5K +449 +100%
Optiver Holding
345
Optiver Holding
Netherlands
$30.4K +$29.7K +861 New
LFG
346
Larson Financial Group
Missouri
$28.3K
GAM
347
Groupama Asset Management
France
$26.6K +$25.9K +752 New
ZB
348
Zions Bancorporation
Utah
$25.7K
IGWM
349
ICA Group Wealth Management
Colorado
$25.4K
CB
350
CNB Bank
Pennsylvania
$24.6K