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Pembina Pipeline

366 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, 119 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $9.12B → $10.6B (+$1.49B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more funds holding

Funds holding: 349366 (+17)

1.03% more ownership

Funds ownership: 54.88%55.91% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 123

63% less call options, than puts

Call options by funds: $178M | Put options by funds: $485M

Holders
366
Holders Change
+17
Holders Change %
+4.87%
% 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
119
Reduced
123
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
351
Delta Asset Management
Tennessee
$6.88K
IWP
352
IAG Wealth Partners
Wisconsin
$6.88K
TC
353
Truvestments Capital
Florida
$6.88K +$3.2K +100 +100%
SIS
354
Sound Income Strategies
Florida
$6.2K +$5.77K +180 New
LFA
355
Legend Financial Advisors
Pennsylvania
$5.16K
JWA
356
JFS Wealth Advisors
Pennsylvania
$4.27K -$24.8K -774 -86%
CFO
357
CVA Family Office
Colorado
$4.1K +$3.81K +119 New
CFD
358
Creative Financial Designs
Indiana
$3.89K +$3.62K +113 New
BIA
359
Bell Investment Advisors
California
$3.24K +$2.5K +78 +488%
BTI
360
Blue Trust Inc
Georgia
$3K +$1.38K +43 +96%
VWM
361
Venturi Wealth Management
Texas
$1.89K +$1.76K +55 New
RL
362
Rogco LP
Oklahoma
$1.27K
PCM
363
Penserra Capital Management
California
$1K
AF
364
Advisornet Financial
Minnesota
$792
TCM
365
Tradewinds Capital Management
Washington
$689 +$641 +20 New
TWD
366
True Wealth Design
Ohio
$414
Point72 Asset Management
367
Point72 Asset Management
Connecticut
-$8.49M -282,000 Closed
Arrowstreet Capital
368
Arrowstreet Capital
Massachusetts
-$8.11M -269,488 Closed
State of Wisconsin Investment Board
369
State of Wisconsin Investment Board
Wisconsin
-$5.37M -177,688 Closed
CSS
370
Cubist Systematic Strategies
Connecticut
-$5.25M -174,310 Closed
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
-$3.74M -116,800 Closed
AFM
372
Anson Funds Management
Texas
-$1.5M -50,000 Closed
AIM
373
Aigen Investment Management
New York
-$1.21M -40,113 Closed
BPGAM
374
BTG Pactual Global Asset Management
Bermuda
-$1.09M -36,175 Closed
TI
375
Trexquant Investment
Connecticut
-$963K -32,051 Closed