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Pembina Pipeline

395 hedge funds and large institutions have $12.2B invested in Pembina Pipeline in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

1% more funds holding

Funds holding: 391395 (+4)

5% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 130

0.98% more ownership

Funds ownership: 55.74%56.72% (+0.98%)

9% less capital invested

Capital invested by funds: $13.4B → $12.2B (-$1.18B)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

81% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $471M

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.12%
New
47
Increased
136
Reduced
130
Closed
39
Calls
$89.9M
Puts
$471M
Net Calls
-$381M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
326
Lavaca Capital
Texas
$46.8K +$51.7K +1,267 New
GIBU
327
Gulf International Bank (UK)
United Kingdom
$45K -$18.7K -459 -27%
CIAM
328
Caitong International Asset Management
Hong Kong
$44.3K +$48.9K +1,200 New
BWL
329
Bogart Wealth LLC
Virginia
$44K
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.2K +$571 +14 +1%
CFGS
331
Concourse Financial Group Securities
Alabama
$37.7K
DJSG
332
D.J. St. Germain
Massachusetts
$37.4K
VWA
333
VSM Wealth Advisory
Maryland
$37K +$40.8K +1,000 New
VWM
334
Venturi Wealth Management
Texas
$36.2K +$35.9K +880 +880%
PS
335
Principal Securities
Iowa
$33.9K +$36K +883 +2,597%
MG
336
Mather Group
Illinois
$33.4K
CFB
337
Cullen/Frost Bankers
Texas
$33.2K
LFG
338
Larson Financial Group
Missouri
$32.3K -$19K -467 -35%
CTC
339
Central Trust Company
Missouri
$30.5K
LC
340
Lindbrook Capital
California
$30.4K +$9.58K +235 +40%
EB
341
Eastern Bank
Massachusetts
$28.9K +$31.9K +782 New
FFA
342
Farther Finance Advisors
California
$27.6K +$10.1K +247 +49%
SIS
343
Sound Income Strategies
Florida
$27.4K +$30.3K +742 New
VCM
344
Versant Capital Management
Arizona
$27K +$29.8K +732 New
BCM
345
Birch Capital Management
Texas
$26.3K
POIA
346
Pin Oak Investment Advisors
Texas
$25K
LSA
347
Leonteq Securities AG
Switzerland
$24.1K -$16.4K -402 -47%
Lazard Asset Management
348
Lazard Asset Management
New York
$24K
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$23.9K
SHF
350
Safe Harbor Fiduciary
Florida
$22.9K