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Pembina Pipeline

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% less funds holding

Funds holding: 372370 (-2)

0.71% less ownership

Funds ownership: 57.09%56.38% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 128

5% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$578M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

73% less call options, than puts

Call options by funds: $107M | Put options by funds: $393M

Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
351
Delta Asset Management
Tennessee
$6.48K
IWP
352
IAG Wealth Partners
Wisconsin
$6.48K
Commonwealth Equity Services
353
Commonwealth Equity Services
Massachusetts
$6.46K +$192K +5,678 +3%
IA
354
IFP Advisors
Florida
$5.37K -$337 -10 -6%
LFA
355
Legend Financial Advisors
Pennsylvania
$4.86K
SCA
356
Stonebridge Capital Advisors
Minnesota
$4.86K
PA
357
Parallel Advisors
California
$4.5K +$3.95K +117 +532%
SWA
358
SOA Wealth Advisors
New York
$4.05K
FMTCOCP
359
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
PO
360
Private Ocean
California
$3.5K
TC
361
Truvestments Capital
Florida
$3.24K
ETC
362
Exchange Traded Concepts
Oklahoma
$2.43K
EARNEST Partners
363
EARNEST Partners
Georgia
$2.11K
TWA
364
TCI Wealth Advisors
Arizona
$1.69K +$1.75K +52 New
UB
365
UMB Bank
Missouri
$1.65K
AA
366
Ancora Advisors
Ohio
$1.36K +$1.42K +42 New
AF
367
Advisornet Financial
Minnesota
$745
SC
368
Schubert & Co
Texas
$454 -$742 -22 -61%
TWD
369
True Wealth Design
Ohio
$292 -$34 -1 -10%
Point72 Asset Management
370
Point72 Asset Management
Connecticut
-$18.7M -550,895 Closed
AFM
371
Anson Funds Management
Texas
-$1.7M -50,000 Closed
PRC
372
Pearl River Capital
Michigan
-$911K -26,846 Closed
ST
373
Spinnaker Trust
Maine
-$424K -12,500 Closed
PTC
374
Petrus Trust Company
Texas
-$321K -9,469 Closed
ALAM
375
Asahi Life Asset Management
Japan
-$312K -9,200 Closed

PBA Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2023, worth a combined $10.1B — down 5.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PBA positions and 30 closed out — a net gain of 3 holders — while 124 added to existing stakes and 128 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $112M.

  • 370 institutional investors held Pembina Pipeline (PBA) as of Q1 2023, down from 372 in Q4 2022.
  • Funds reported $10.1B of Pembina Pipeline stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Pembina Pipeline buyer in Q1 2023 was Royal Bank of Canada, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2023.