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Pembina Pipeline

336 hedge funds and large institutions have $7.87B invested in Pembina Pipeline in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

3% more funds holding

Funds holding: 325336 (+11)

2.84% more ownership

Funds ownership: 49.83%52.67% (+2.8%)

8% less capital invested

Capital invested by funds: $8.6B → $7.87B (-$729M)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 112

76% less call options, than puts

Call options by funds: $7.61M | Put options by funds: $32M

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
7.49%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
58
Increased
99
Reduced
112
Closed
45
Calls
$7.61M
Puts
$32M
Net Calls
-$24.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MJP
351
Michael J. Puzo
-$232K -6,825 Closed
TCM
352
TVR Capital Management
Connecticut
-$228K -6,683 Closed
BAM
353
Brave Asset Management
New Jersey
-$222K -6,523 Closed
BCM
354
BlueCrest Capital Management
Jersey
-$217K -6,394 Closed
VAIA
355
Virtus Alternative Investment Advisers
Connecticut
-$126K -3,700 Closed
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
-$113K -3,335 Closed
SWP
357
Stratos Wealth Partners
Ohio
-$100K -2,949 Closed
IP
358
Intellectus Partners
California
-$87K -2,553 Closed
MPIA
359
Mountain Pacific Investment Advisers
Idaho
-$85K -2,500 Closed
CIM
360
Centersquare Investment Management
Pennsylvania
-$74K -2,170 Closed
CPIG
361
Chicago Partners Investment Group
Illinois
-$44K -1,349 Closed
MYIA
362
Mount Yale Investment Advisors
Colorado
-$33K -930 Closed
GP
363
Girard Partners
Pennsylvania
-$28K -836 Closed
MCM
364
Mainstay Capital Management
Michigan
-$22K -637 Closed
SA
365
SL Advisors
New Jersey
-$16K -500 Closed
SSB
366
Sandy Spring Bank
Maryland
-$14K -425 Closed
SWMG
367
Signature Wealth Management Group
Georgia
-$11K -327 Closed
HR
368
Howe & Rusling
New York
-$11K -311 Closed
CAG
369
Csenge Advisory Group
Florida
-$7K -233 Closed
BL
370
Balentine LLC
Georgia
-$6K -191 Closed
KJWM
371
Kiley Juergens Wealth Management
Washington
-$5K -175 Closed
SPIA
372
Steward Partners Investment Advisory
New York
-$4K -132 Closed
TA
373
Townsend & Associates
Colorado
-$4K -127 Closed
VRM
374
Vectors Research Management
New York
-$4K -120 Closed
OGC
375
Oak Grove Capital
New Hampshire
-$3K -100 Closed

PBA Hedge Fund Activity: Q4 2018 in Review

336 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2018, worth a combined $7.87B — down 8.5% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBA positions and 45 closed out — a net gain of 13 holders — while 99 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity International, adding an estimated $214M. The largest seller was Toronto Dominion Bank, cutting an estimated $38.2M.

  • 336 institutional investors held Pembina Pipeline (PBA) as of Q4 2018, up from 325 in Q3 2018.
  • Funds reported $7.87B of Pembina Pipeline stock for Q4 2018, down 8.5% quarter-over-quarter.
  • 58 funds opened new Pembina Pipeline positions in Q4 2018 and 45 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q4 2018 was Fidelity International, an estimated $214M added.
  • The largest Pembina Pipeline seller in Q4 2018 was Toronto Dominion Bank, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2018.