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Pembina Pipeline

382 hedge funds and large institutions have $12.3B invested in Pembina Pipeline in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

15% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 127

10% more capital invested

Capital invested by funds: $11.1B → $12.3B (+$1.16B)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.09% less ownership

Funds ownership: 56.97%56.88% (-0.09%)

3% less funds holding

Funds holding: 392382 (-10)

56% less call options, than puts

Call options by funds: $176M | Put options by funds: $400M

Holders
382
Holders Change
-10
Holders Change %
-2.55%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
32
Increased
146
Reduced
127
Closed
32
Calls
$176M
Puts
$400M
Net Calls
-$223M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
326
State of Wyoming
Wyoming
$42.6K +$41.6K +1,150 New
BCMLT
327
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.3K +$542 +15 +1%
CFGS
328
Concourse Financial Group Securities
Alabama
$38.1K
PA
329
Parallel Advisors
California
$37.7K +$3.9K +108 +12%
DJSG
330
D.J. St. Germain
Massachusetts
$37.5K
CFB
331
Cullen/Frost Bankers
Texas
$33.3K
MFA
332
McClarren Financial Advisors
Pennsylvania
$33K -$31.6K -873 -96%
LFG
333
Larson Financial Group
Missouri
$29.7K
BCM
334
Birch Capital Management
Texas
$26.4K -$35.2K -973 -58%
CB
335
CNB Bank
Pennsylvania
$25.8K
Lazard Asset Management
336
Lazard Asset Management
New York
$24K
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$24K
POIA
338
Pin Oak Investment Advisors
Texas
$23K
GRP
339
Global Retirement Partners
California
$22.7K
SWM
340
Spire Wealth Management
Virginia
$19.9K +$8.57K +237 +79%
IGWM
341
ICA Group Wealth Management
Colorado
$19.3K -$7.23K -200 -28%
GIA
342
GHP Investment Advisors
Colorado
$19.2K
CTC
343
Central Trust Company
Missouri
$18.5K
FFA
344
Farther Finance Advisors
California
$18.5K +$759 +21 +4%
EBA
345
Eagle Bay Advisors
New York
$18.2K +$1.37K +38 +8%
BBHC
346
Brown Brothers Harriman & Co
New York
$18.1K +$17.7K +489 New
HNB
347
Hilltop National Bank
Wyoming
$16.7K
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$16.7K
DMIC
349
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.3K -$9.07K -251 -36%
BFEC
350
Benjamin F. Edwards & Company
Missouri
$16K +$2.35K +65 +18%