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Pembina Pipeline

392 hedge funds and large institutions have $11.1B invested in Pembina Pipeline in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 131 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

7% more funds holding

Funds holding: 366392 (+26)

1.07% more ownership

Funds ownership: 55.91%56.97% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 131

5% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$504M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $213M | Put options by funds: $299M

Holders
392
Holders Change
+26
Holders Change %
+7.1%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
55
Increased
138
Reduced
131
Closed
24
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M
Name Holding Trade Value Shares
Change
Change in
Stake
DMIC
351
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.4K +$23.8K +691 New
Lazard Asset Management
352
Lazard Asset Management
New York
$23K +$22.9K +664 New
Kayne Anderson Rudnick Investment Management
353
Kayne Anderson Rudnick Investment Management
California
$22.9K
POIA
354
Pin Oak Investment Advisors
Texas
$22K
GRP
355
Global Retirement Partners
California
$21.6K
GIA
356
GHP Investment Advisors
Colorado
$18.3K
CTC
357
Central Trust Company
Missouri
$17.7K
FFA
358
Farther Finance Advisors
California
$17K +$4.72K +137 +40%
EBA
359
Eagle Bay Advisors
New York
$16K +$15.6K +453 New
JGIA
360
Jackson Grant Investment Advisers
Connecticut
$15.9K
HNB
361
Hilltop National Bank
Wyoming
$15.9K +$15.5K +450 New
TH
362
TCTC Holdings
Texas
$14.8K
BCWM
363
Bartlett & Co Wealth Management
Ohio
$14.1K
BFEC
364
Benjamin F. Edwards & Company
Missouri
$13K -$241 -7 -2%
SWM
365
Spire Wealth Management
Virginia
$10.6K
MRCM
366
M&R Capital Management
New Jersey
$10.4K -$26.7K -774 -72%
MSC
367
MUFG Securities (Canada)
New York
$10.1K +$9.82K +285 New
VNA
368
Valley National Advisers
Pennsylvania
$10K
TSWM
369
Tyler-Stone Wealth Management
Ohio
$8.88K -$4.24K -123 -33%
BGAI
370
Bruce G. Allen Investments
Colorado
$8.59K -$621 -18 -7%
GIS
371
Grayhawk Investment Strategies
Alberta, Canada
$7.51K +$5.41K +157 New
FWM
372
FSA Wealth Management
Massachusetts
$7.49K
VWM
373
Valley Wealth Managers
New Jersey
$7.49K
DAM
374
Delta Asset Management
Tennessee
$7.07K
IWP
375
IAG Wealth Partners
Wisconsin
$7.07K