We are live on ! Find out more
PBA icon

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
AssetMark Inc
376
AssetMark Inc
California
$6.43K +$6.27K +182 New
SIS
377
Sound Income Strategies
Florida
$6.36K
JWA
378
JFS Wealth Advisors
Pennsylvania
$6.26K +$1.83K +53 +43%
LFA
379
Legend Financial Advisors
Pennsylvania
$5.3K
PS
380
Principal Securities
Iowa
$4.91K -$137K -3,984 -97%
CFO
381
CVA Family Office
Colorado
$4.21K
CFD
382
Creative Financial Designs
Indiana
$3.99K
OPTFSNA
383
Old Point Trust & Financial Services N A
Virginia
$3.99K +$3.9K +113 New
BIA
384
Bell Investment Advisors
California
$3.82K +$483 +14 +15%
GI
385
GAMMA Investing
California
$2.97K +$2.9K +84 New
VWM
386
Venturi Wealth Management
Texas
$1.97K +$34 +1 +2%
UB
387
UMB Bank
Missouri
$1.8K -$12.8K -371 -88%
CPG
388
Cornerstone Planning Group
New Jersey
$1.39K +$1.34K +39 New
BTI
389
Blue Trust Inc
Georgia
$1.13K -$1.93K -56 -64%
PCM
390
Penserra Capital Management
California
$1K
TWD
391
True Wealth Design
Ohio
$813 +$379 +11 +92%
TCM
392
Tradewinds Capital Management
Washington
$707
PAS
393
Point72 Asia (Singapore)
Singapore
-$7.46M -216,400 Closed
PCOC
394
Power Corp of Canada
Canada
-$5.16M -149,724 Closed
OAM
395
Ostrum Asset Management
France
-$1.83M -52,833 Closed
GCM
396
Greenland Capital Management
New York
-$1.14M -33,100 Closed
LA
397
LBP AM
France
-$476K -13,746 Closed
EF
398
Empowered Funds
Pennsylvania
-$473K -13,736 Closed
SLAM
399
Swiss Life Asset Management
-$356K -10,270 Closed
BFG
400
Bleakley Financial Group
New Jersey
-$247K -7,190 Closed