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Pembina Pipeline

391 hedge funds and large institutions have $13.4B invested in Pembina Pipeline in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.11B)

2% more funds holding

Funds holding: 382391 (+9)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

1.14% less ownership

Funds ownership: 56.88%55.74% (-1.1%)

74% less call options, than puts

Call options by funds: $132M | Put options by funds: $515M

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.61%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
47
Increased
132
Reduced
132
Closed
34
Calls
$132M
Puts
$515M
Net Calls
-$383M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$61.5K +$1.53M +39,250 New
HT
327
Headlands Technologies
Illinois
$59.2K +$56.1K +1,436 New
CAS
328
Coppell Advisory Solutions
Texas
$55.7K
LFG
329
Larson Financial Group
Missouri
$55.3K +$21.2K +541 +68%
BWL
330
Bogart Wealth LLC
Virginia
$49.1K
LSA
331
Leonteq Securities AG
Switzerland
$47.7K
RA
332
Rational Advisors
New York
$46.3K -$6.22K -159 -12%
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K +$508 +13 +1%
FCA
334
FinTrust Capital Advisors
South Carolina
$43.4K +$41.2K +1,053 New
CFGS
335
Concourse Financial Group Securities
Alabama
$41.8K
DJSG
336
D.J. St. Germain
Massachusetts
$41.7K
MG
337
Mather Group
Illinois
$37.2K -$56.8K -1,454 -62%
CFB
338
Cullen/Frost Bankers
Texas
$37K
CTC
339
Central Trust Company
Missouri
$34K +$12.7K +325 +65%
BCM
340
Birch Capital Management
Texas
$29.4K
CB
341
CNB Bank
Pennsylvania
$28.7K
DF
342
Dunhill Financial
United Kingdom
$27.8K +$26.4K +675 New
BTI
343
Blue Trust Inc
Georgia
$27.3K +$19.9K +508 +224%
Lazard Asset Management
344
Lazard Asset Management
New York
$27K
Kayne Anderson Rudnick Investment Management
345
Kayne Anderson Rudnick Investment Management
California
$26.7K
FCM
346
Fourpath Capital Management
Oklahoma
$26.3K +$24.9K +637 New
SHF
347
Safe Harbor Fiduciary
Florida
$25.5K +$24.2K +619 New
GRP
348
Global Retirement Partners
California
$25.2K
POIA
349
Pin Oak Investment Advisors
Texas
$25K
GGI
350
Godsey & Gibb Inc
Virginia
$24.7K +$23.5K +600 New

PBA Hedge Fund Activity: Q3 2024 in Review

391 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2024, worth a combined $13.4B — up 9.1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PBA positions and 34 closed out — a net gain of 13 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity International, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $233M.

  • 391 institutional investors held Pembina Pipeline (PBA) as of Q3 2024, up from 382 in Q2 2024.
  • Funds reported $13.4B of Pembina Pipeline stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 47 funds opened new Pembina Pipeline positions in Q3 2024 and 34 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q3 2024 was Fidelity International, an estimated $301M added.
  • The largest Pembina Pipeline seller in Q3 2024 was Goldman Sachs, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2024.