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Pembina Pipeline

369 hedge funds and large institutions have $9.61B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% less funds holding

Funds holding: 370369 (-1)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

1.22% less ownership

Funds ownership: 56.38%55.16% (-1.2%)

5% less capital invested

Capital invested by funds: $10.1B → $9.61B (-$529M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

80% less call options, than puts

Call options by funds: $75.3M | Put options by funds: $383M

Holders
369
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
5.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
122
Reduced
129
Closed
39
Calls
$75.3M
Puts
$383M
Net Calls
-$308M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
351
TCTC Holdings
Texas
$7.67K
TFP
352
Tilia Fiduciary Partners
North Carolina
$7.04K
TWM
353
Tradition Wealth Management
Minnesota
$7K
VWM
354
Valley Wealth Managers
New Jersey
$6.67K
LC
355
Lindbrook Capital
California
$6.48K -$463K -14,510 -99%
DAM
356
Delta Asset Management
Tennessee
$6.29K
IWP
357
IAG Wealth Partners
Wisconsin
$6.29K
IA
358
IFP Advisors
Florida
$4.87K
LFA
359
Legend Financial Advisors
Pennsylvania
$4.72K
SCA
360
Stonebridge Capital Advisors
Minnesota
$4.72K
VSQM
361
V-Square Quantitative Management
Illinois
$4.17K +$3.19K +100 New
SWA
362
SOA Wealth Advisors
New York
$3.93K
TC
363
Truvestments Capital
Florida
$3.14K
ETC
364
Exchange Traded Concepts
Oklahoma
$2.23K -$128 -4 -5%
EARNEST Partners
365
EARNEST Partners
Georgia
$2.04K
Group One Trading
366
Group One Trading
Illinois
$1.67K -$12.8K -400 -88%
AF
367
Advisornet Financial
Minnesota
$723
TWD
368
True Wealth Design
Ohio
$283
Arrowstreet Capital
369
Arrowstreet Capital
Massachusetts
-$5.45M -168,323 Closed
BCM
370
Barometer Capital Management
Ontario, Canada
-$5.22M -119,282 Closed
Cohen & Steers
371
Cohen & Steers
New York
-$3.07M -94,848 Closed
Principal Financial Group
372
Principal Financial Group
Iowa
-$1.8M -55,601 Closed
GF
373
Gries Financial
Ohio
-$1.55M -47,785 Closed
WBC
374
Westpac Banking Corp
Australia
-$1.85M -42,312 Closed
PL
375
Perpetual Ltd
Australia
-$1.27M -39,195 Closed

PBA Hedge Fund Activity: Q2 2023 in Review

369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2023, worth a combined $9.61B — down 5.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PBA positions and 39 closed out — a net gain of 2 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $62.9M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 369 institutional investors held Pembina Pipeline (PBA) as of Q2 2023, down from 370 in Q1 2023.
  • Funds reported $9.61B of Pembina Pipeline stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 41 funds opened new Pembina Pipeline positions in Q2 2023 and 39 closed out, a net change of +2 holders.
  • The largest Pembina Pipeline buyer in Q2 2023 was Royal Bank of Canada, an estimated $62.9M added.
  • The largest Pembina Pipeline seller in Q2 2023 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2023.