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Pembina Pipeline

382 hedge funds and large institutions have $12.3B invested in Pembina Pipeline in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

15% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 127

10% more capital invested

Capital invested by funds: $11.1B → $12.3B (+$1.16B)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.09% less ownership

Funds ownership: 56.97%56.88% (-0.09%)

3% less funds holding

Funds holding: 392382 (-10)

56% less call options, than puts

Call options by funds: $176M | Put options by funds: $400M

Holders
382
Holders Change
-10
Holders Change %
-2.55%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
32
Increased
146
Reduced
127
Closed
32
Calls
$176M
Puts
$400M
Net Calls
-$223M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$14.8K
ZB
352
Zions Bancorporation
Utah
$12.5K -$14.1K -389 -54%
MRCM
353
M&R Capital Management
New Jersey
$10.9K
VNA
354
Valley National Advisers
Pennsylvania
$10K
TSWM
355
Tyler-Stone Wealth Management
Ohio
$9.43K +$108 +3 +1%
OWA
356
Opal Wealth Advisors
New York
$9.27K +$9.04K +250 New
BTI
357
Blue Trust Inc
Georgia
$8.02K +$7.05K +195 +609%
LIA
358
Lynx Investment Advisory
District of Columbia
$7.98K +$7.77K +215 New
VWM
359
Valley Wealth Managers
New Jersey
$7.86K
DAM
360
Delta Asset Management
Tennessee
$7.42K
IWP
361
IAG Wealth Partners
Wisconsin
$7.42K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$7.16K -$94K -2,600 -93%
AssetMark Inc
363
AssetMark Inc
California
$6.75K
SIS
364
Sound Income Strategies
Florida
$6.67K
JWA
365
JFS Wealth Advisors
Pennsylvania
$6.56K
TH
366
TCTC Holdings
Texas
$6.45K -$8.82K -244 -58%
PS
367
Principal Securities
Iowa
$5.15K
CFO
368
CVA Family Office
Colorado
$4.41K
CFD
369
Creative Financial Designs
Indiana
$4.19K
BIA
370
Bell Investment Advisors
California
$4K
ATPW
371
Ashton Thomas Private Wealth
Arizona
$3.71K +$3.62K +100 New
RWMG
372
Redwood Wealth Management Group
New Jersey
$3.71K +$3.62K +100 New
BGAI
373
Bruce G. Allen Investments
Colorado
$3.3K -$5.57K -154 -63%
GI
374
GAMMA Investing
California
$3.12K
CPG
375
Cornerstone Planning Group
New Jersey
$3.02K +$1.48K +41 +105%