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Pembina Pipeline
PBA

Overview Fund Activity

368 hedge funds and large institutions have $9.6B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.8%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
40
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.41B
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$108M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$198M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$346M
5
Millennium Management
Millennium Management
New York
$23M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$55.1M
2
Fidelity International
Fidelity International
Bermuda
$334M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.9M
4
Deutsche Bank
Deutsche Bank
Germany
$417M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
351
Tilia Fiduciary Partners
North Carolina
$7.04K – – –
TWM
352
Tradition Wealth Management
Minnesota
$7K – – –
VWM
353
Valley Wealth Managers
New Jersey
$6.67K – – –
LC
354
Lindbrook Capital
California
$6.48K -$456K -14,510 -99%
DAM
355
Delta Asset Management
Tennessee
$6.29K – – –
IWP
356
IAG Wealth Partners
Wisconsin
$6.29K – – –
IA
357
IFP Advisors
Florida
$4.87K – – –
LFA
358
Legend Financial Advisors
Pennsylvania
$4.72K – – –
SCA
359
Stonebridge Capital Advisors
Minnesota
$4.72K – – –
VSQM
360
V-Square Quantitative Management
Illinois
$4.17K +$4.17K +100 New
SWA
361
SOA Wealth Advisors
New York
$3.93K – – –
TC
362
Truvestments Capital
Florida
$3.14K – – –
ETC
363
Exchange Traded Concepts
Oklahoma
$2.23K -$126 -4 -5%
EARNEST Partners
364
EARNEST Partners
Georgia
$2.04K – – –
Group One Trading
365
Group One Trading
Illinois
$1.67K -$12.6K -400 -88%
AF
366
Advisornet Financial
Minnesota
$723 – – –
TWD
367
True Wealth Design
Ohio
$283 – – –
Arrowstreet Capital
368
Arrowstreet Capital
Massachusetts
– -$5.45M -168,323 Closed
BCM
369
Barometer Capital Management
Ontario, Canada
– -$5.22M -119,282 Closed
Cohen & Steers
370
Cohen & Steers
New York
– -$3.07M -94,848 Closed
Principal Financial Group
371
Principal Financial Group
Iowa
– -$1.8M -55,601 Closed
GF
372
Gries Financial
Ohio
– -$1.55M -47,785 Closed
WBC
373
Westpac Banking Corp
Australia
– -$1.85M -42,312 Closed
PL
374
Perpetual Ltd
Australia
– -$1.27M -39,195 Closed
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
– -$930K -28,691 Closed
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