We are live on ! Find out more
PBA icon

Pembina Pipeline

364 hedge funds and large institutions have $8.81B invested in Pembina Pipeline in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 131 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 116

0.18% more ownership

Funds ownership: 55.79%55.97% (+0.18%)

3% less funds holding

Funds holding: 375364 (-11)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less capital invested

Capital invested by funds: $10.3B → $8.81B (-$1.48B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

84% less call options, than puts

Call options by funds: $65.1M | Put options by funds: $417M

Holders
364
Holders Change
-11
Holders Change %
-2.93%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
33
Increased
131
Reduced
116
Closed
38
Calls
$65.1M
Puts
$417M
Net Calls
-$352M
Net Calls Change
+$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
SOA Wealth Advisors
New York
$3K
TC
352
Truvestments Capital
Florida
$3K
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.89K +109 +3,633%
CFD
354
Creative Financial Designs
Indiana
$3K +$4.07K +114 New
EARNEST Partners
355
EARNEST Partners
Georgia
$2K
EW
356
Evoke Wealth
California
$2K
UB
357
UMB Bank
Missouri
$2K
SC
358
Schubert & Co
Texas
$2K +$571 +16 +29%
PA
359
Parallel Advisors
California
$2K +$1.57K +44 +157%
AF
360
Advisornet Financial
Minnesota
$1K
WFA
361
Wipfli Financial Advisors
Wisconsin
$1K +$1.1K +31 New
GRP
362
Global Retirement Partners
California
$1K +$1.21K +34 +486%
WPA
363
West Paces Advisors
Georgia
$941
FHC
364
First Heartland Consultants
Missouri
$602 +$497K +13,925 +235%
BCM
365
Barometer Capital Management
Ontario, Canada
-$13.6M -294,779 Closed
MGIM
366
M&G Investment Management
United Kingdom
-$9.45K -264,546 Closed
MSV
367
MN Services Vermogensbeheer
Netherlands
-$4.7M -133,300 Closed
Hudson Bay Capital Management
368
Hudson Bay Capital Management
Connecticut
-$2.12M -59,958 Closed
FRM
369
Foundation Resource Management
Arkansas
-$1.52M -42,950 Closed
WBC
370
Westpac Banking Corp
Australia
-$1.93M -42,312 Closed
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
-$899K -25,037 Closed
VI
372
Versor Investments
New York
-$821K -23,235 Closed
T. Rowe Price Associates
373
T. Rowe Price Associates
Maryland
-$771K -21,858 Closed
Capital World Investors
374
Capital World Investors
California
-$713K -20,160 Closed
SEC
375
Seven Eight Capital
New York
-$531K -15,029 Closed

PBA Hedge Fund Activity: Q3 2022 in Review

364 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2022, worth a combined $8.81B — down 14% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBA and 33 opened new positions — a net loss of 5 holders — while 116 trimmed existing stakes and 131 added.

The largest buyer was Royal Bank of Canada, adding an estimated $106M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $151M.

  • 364 institutional investors held Pembina Pipeline (PBA) as of Q3 2022, down from 375 in Q2 2022.
  • Funds reported $8.81B of Pembina Pipeline stock for Q3 2022, down 14% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q3 2022 and 38 closed out, a net change of -5 holders.
  • The largest Pembina Pipeline buyer in Q3 2022 was Royal Bank of Canada, an estimated $106M added.
  • The largest Pembina Pipeline seller in Q3 2022 was Canada Pension Plan Investment Board, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2022.