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Pembina Pipeline

310 hedge funds and large institutions have $5.94B invested in Pembina Pipeline in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

4.97% more ownership

Funds ownership: 52.75%57.71% (+5%)

4% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.8M

11% less funds holding

Funds holding: 349310 (-39)

45% less capital invested

Capital invested by funds: $10.7B → $5.94B (-$4.8B)

55% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 64

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
310
Holders Change
-39
Holders Change %
-11.17%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
29
Increased
117
Reduced
100
Closed
64
Calls
$10.3M
Puts
$10.8M
Net Calls
-$430K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
351
Marco Investment Management
Georgia
-$206K -5,570 Closed
FC
352
FORA Capital
Florida
-$170K -4,593 Closed
Chevy Chase Trust
353
Chevy Chase Trust
Maryland
-$67K -1,820 Closed
QI
354
QV Investors
Alberta, Canada
-$56K -1,500 Closed
WQ
355
Wealth Quarterback
New Jersey
-$48.6K -1,310 Closed
FPS
356
Fieldpoint Private Securities
Connecticut
-$47K -1,273 Closed
OSAM
357
O'Shaughnessy Asset Management
Connecticut
-$30K -799 Closed
SIC
358
Samalin Investment Counsel
New York
-$25K -700 Closed
SBL
359
Sargent Bickham Lagudis
Colorado
-$26K -700 Closed
1IA
360
1834 Investment Advisors
Wisconsin
-$24K -637 Closed
SSB
361
Sandy Spring Bank
Maryland
-$17K -450 Closed
AIM
362
Aigen Investment Management
New York
-$10K -281 Closed
CWA
363
Capital Wealth Alliance
Arizona
-$10K -256 Closed
LFA
364
Lighthouse Financial Advisors
Maryland
-$8K -242 Closed
GAM
365
Gemmer Asset Management
California
-$9K -233 Closed
ACM
366
Allred Capital Management
Texas
-$6.14K -166 Closed
CFD
367
Creative Financial Designs
Indiana
-$6K -160 Closed
WCM
368
Wealthcare Capital Management
Virginia
-$3K -92 Closed
LWM
369
Liberty Wealth Management
California
-$394 -12 -41%
OPS
370
Orion Portfolio Solutions
Nebraska
+$394 +12 New
CFGS
371
Concourse Financial Group Securities
Alabama
+$591 +18 New