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Pembina Pipeline

391 hedge funds and large institutions have $13.4B invested in Pembina Pipeline in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

38% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 34

9% more capital invested

Capital invested by funds: $12.3B → $13.4B (+$1.11B)

2% more funds holding

Funds holding: 382391 (+9)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

1.14% less ownership

Funds ownership: 56.88%55.74% (-1.1%)

74% less call options, than puts

Call options by funds: $132M | Put options by funds: $515M

Holders
391
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.61%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
47
Increased
132
Reduced
132
Closed
34
Calls
$132M
Puts
$515M
Net Calls
-$383M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
351
Lindbrook Capital
California
$24.2K -$1.15M -29,375 -98%
SWM
352
Spire Wealth Management
Virginia
$22.3K +$117 +3 +0.6%
GIA
353
GHP Investment Advisors
Colorado
$21.3K
FFA
354
Farther Finance Advisors
California
$20.7K
EBA
355
Eagle Bay Advisors
New York
$20.1K -$156 -4 -0.8%
HNB
356
Hilltop National Bank
Wyoming
$18.6K
JGIA
357
Jackson Grant Investment Advisers
Connecticut
$18.6K
BCWM
358
Bartlett & Co Wealth Management
Ohio
$16.5K
FHA
359
First Horizon Advisors
Tennessee
$16.3K -$64.4K -1,648 -81%
AA
360
Addison Advisors
Vermont
$14.4K +$10.5K +269 +332%
HWM
361
Hemington Wealth Management
Virginia
$14K +$13.4K +342 New
Group One Trading
362
Group One Trading
Illinois
$12.4K +$11.7K +300 New
SAM
363
Smartleaf Asset Management
Massachusetts
$11.8K +$11.2K +287 New
VNA
364
Valley National Advisers
Pennsylvania
$11K
VWM
365
Valley Wealth Managers
New Jersey
$8.74K
FWM
366
FSA Wealth Management
Massachusetts
$8.74K +$8.29K +212 New
DAM
367
Delta Asset Management
Tennessee
$8.25K
IWP
368
IAG Wealth Partners
Wisconsin
$8.25K
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$7.96K
FFO
370
Fortitude Family Office
Arizona
$7.79K +$7.39K +189 New
JWA
371
JFS Wealth Advisors
Pennsylvania
$7.3K
TH
372
TCTC Holdings
Texas
$7.18K
JFA
373
JNBA Financial Advisors
Minnesota
$7.18K +$6.8K +174 New
AssetMark Inc
374
AssetMark Inc
California
$6.27K -$1.17K -30 -16%
CPA
375
Capital Performance Advisors
California
$6.19K +$5.87K +150 New

PBA Hedge Fund Activity: Q3 2024 in Review

391 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2024, worth a combined $13.4B — up 9.1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PBA positions and 34 closed out — a net gain of 13 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity International, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $233M.

  • 391 institutional investors held Pembina Pipeline (PBA) as of Q3 2024, up from 382 in Q2 2024.
  • Funds reported $13.4B of Pembina Pipeline stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 47 funds opened new Pembina Pipeline positions in Q3 2024 and 34 closed out, a net change of +13 holders.
  • The largest Pembina Pipeline buyer in Q3 2024 was Fidelity International, an estimated $301M added.
  • The largest Pembina Pipeline seller in Q3 2024 was Goldman Sachs, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2024.