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Pembina Pipeline
PBA

Overview Fund Activity

364 hedge funds and large institutions have $10.6B invested in Pembina Pipeline in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 122 reducing their positions, and 35 closing their positions.

Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
118
Reduced
122
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$170M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$514M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$69M
4
Goldman Sachs
4
Goldman Sachs
New York
$210M
5
Capital World Investors
5
Capital World Investors
California
$32.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M
2
Fidelity International
2
Fidelity International
Bermuda
$270M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$696M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$27.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$156M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
351
Truvestments Capital
Florida
$6.88K 200 +100 +100%
SIS
352
Sound Income Strategies
Florida
$6.2K 180 +180 New
LFA
353
Legend Financial Advisors
Pennsylvania
$5.16K 150 – –
JWA
354
JFS Wealth Advisors
Pennsylvania
$4.27K 124 -774 -86%
CFO
355
CVA Family Office
Colorado
$4.1K 119 +119 New
CFD
356
Creative Financial Designs
Indiana
$3.89K 113 +113 New
BIA
357
Bell Investment Advisors
California
$3.24K 94 +78 +488%
BTI
358
Blue Trust Inc
Georgia
$3K 88 +43 +96%
VWM
359
Venturi Wealth Management
Texas
$1.89K 55 +55 New
RL
360
Rogco LP
Oklahoma
$1.27K 37 – –
PCM
361
Penserra Capital Management
California
$1K 45 – –
AF
362
Advisornet Financial
Minnesota
$792 23 – –
TCM
363
Tradewinds Capital Management
Washington
$689 20 +20 New
TWD
364
True Wealth Design
Ohio
$414 12 – –
Point72 Asset Management
365
Point72 Asset Management
Connecticut
– – -282,000 Closed
Arrowstreet Capital
366
Arrowstreet Capital
Massachusetts
– – -269,488 Closed
State of Wisconsin Investment Board
367
State of Wisconsin Investment Board
Wisconsin
– – -177,688 Closed
CSS
368
Cubist Systematic Strategies
Connecticut
– – -174,310 Closed
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
– – -116,800 Closed
AFM
370
Anson Funds Management
Texas
– – -50,000 Closed
AIM
371
Aigen Investment Management
New York
– – -40,113 Closed
BPGAM
372
BTG Pactual Global Asset Management
Bermuda
– – -36,175 Closed
TI
373
Trexquant Investment
Connecticut
– – -32,051 Closed
N
374
Natixis
France
– – -21,738 Closed
MFG
375
Merit Financial Group
Georgia
– – -20,126 Closed
13 14
15
16 17