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Pembina Pipeline

395 hedge funds and large institutions have $12.2B invested in Pembina Pipeline in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

1% more funds holding

Funds holding: 391395 (+4)

5% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 130

0.98% more ownership

Funds ownership: 55.74%56.72% (+0.98%)

9% less capital invested

Capital invested by funds: $13.4B → $12.2B (-$1.18B)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

81% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $471M

Holders
395
Holders Change
+4
Holders Change %
+1.02%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.12%
New
47
Increased
136
Reduced
130
Closed
39
Calls
$89.9M
Puts
$471M
Net Calls
-$381M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$22.6K
MWA
352
Medallion Wealth Advisors
Connecticut
$22.2K +$24.5K +600 New
CB
353
CNB Bank
Pennsylvania
$22.1K -$4.08K -100 -14%
SWM
354
Spire Wealth Management
Virginia
$20.1K +$82 +2 +0.4%
GIA
355
GHP Investment Advisors
Colorado
$19.1K
JGIA
356
Jackson Grant Investment Advisers
Connecticut
$16.6K
APW
357
Aventura Private Wealth
Florida
$16.5K +$18.2K +446 New
GM
358
GeoWealth Management
Illinois
$15.6K +$11.1K +272 +181%
BCWM
359
Bartlett & Co Wealth Management
Ohio
$14.8K
FHA
360
First Horizon Advisors
Tennessee
$14.6K
HWM
361
Hemington Wealth Management
Virginia
$12K
GGI
362
Godsey & Gibb Inc
Virginia
$11.2K -$12.2K -298 -50%
BNP Paribas Financial Markets
363
BNP Paribas Financial Markets
France
$10.5K +$11.6K +284 New
VNA
364
Valley National Advisers
Pennsylvania
$10K
AA
365
Addison Advisors
Vermont
$9.16K -$4.16K -102 -29%
VWM
366
Valley Wealth Managers
New Jersey
$7.83K
BTI
367
Blue Trust Inc
Georgia
$7.46K -$21.7K -533 -73%
DAM
368
Delta Asset Management
Tennessee
$7.39K
IWP
369
IAG Wealth Partners
Wisconsin
$7.39K
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$7.13K
FFO
371
Fortitude Family Office
Arizona
$6.98K
JWA
372
JFS Wealth Advisors
Pennsylvania
$6.54K
JFA
373
JNBA Financial Advisors
Minnesota
$6.43K
TH
374
TCTC Holdings
Texas
$6.43K
PWA
375
Physician Wealth Advisors
Utah
$6.28K +$6.93K +170 New