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Pembina Pipeline
PBA

Overview Fund Activity

391 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, 130 reducing their positions, and 23 closing their positions.

Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
5.67%
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
130
Closed
23
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$189M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$88.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$770M
4
Deutsche Bank
4
Deutsche Bank
Germany
$546M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$418M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$147M
3
Canada Life
3
Canada Life
Manitoba, Canada
$24.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$112M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
351
Lazard Asset Management
New York
$23K 664 +664 New
Kayne Anderson Rudnick Investment Management
352
Kayne Anderson Rudnick Investment Management
California
$22.9K 647 – –
POIA
353
Pin Oak Investment Advisors
Texas
$22K 613 – –
GRP
354
Global Retirement Partners
California
$21.6K 612 – –
GIA
355
GHP Investment Advisors
Colorado
$18.3K 518 – –
CTC
356
Central Trust Company
Missouri
$17.7K 500 – –
FFA
357
Farther Finance Advisors
California
$17K 480 +137 +40%
EBA
358
Eagle Bay Advisors
New York
$16K 453 +453 New
JGIA
359
Jackson Grant Investment Advisers
Connecticut
$15.9K 450 – –
HNB
360
Hilltop National Bank
Wyoming
$15.9K 450 +450 New
TH
361
TCTC Holdings
Texas
$14.8K 418 – –
BCWM
362
Bartlett & Co Wealth Management
Ohio
$14.1K 400 – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$13K 356 -7 -2%
SWM
364
Spire Wealth Management
Virginia
$10.6K 301 – –
MRCM
365
M&R Capital Management
New Jersey
$10.4K 295 -774 -72%
MSC
366
MUFG Securities (Canada)
New York
$10.1K 285 +285 New
VNA
367
Valley National Advisers
Pennsylvania
$10K 283 – –
TSWM
368
Tyler-Stone Wealth Management
Ohio
$8.89K 251 -123 -33%
BGAI
369
Bruce G. Allen Investments
Colorado
$8.59K 243 -18 -7%
GIS
370
Grayhawk Investment Strategies
Alberta, Canada
$7.51K 157 +157 New
FWM
371
FSA Wealth Management
Massachusetts
$7.49K 212 – –
VWM
372
Valley Wealth Managers
New Jersey
$7.49K 212 – –
IWP
373
IAG Wealth Partners
Wisconsin
$7.07K 200 – –
DAM
374
Delta Asset Management
Tennessee
$7.07K 200 – –
AssetMark Inc
375
AssetMark Inc
California
$6.43K 182 +182 New
13 14
15
16 17