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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 Holding Trade Value Shares
Change 		Shares
Change %
SIS
376
Sound Income Strategies
Florida
$6.36K – – –
JWA
377
JFS Wealth Advisors
Pennsylvania
$6.26K +$1.87K +53 +43%
LFA
378
Legend Financial Advisors
Pennsylvania
$5.3K – – –
PS
379
Principal Securities
Iowa
$4.91K -$141K -3,984 -97%
CFO
380
CVA Family Office
Colorado
$4.21K – – –
CFD
381
Creative Financial Designs
Indiana
$3.99K – – –
OPTFSNA
382
Old Point Trust & Financial Services N A
Virginia
$3.99K +$3.99K +113 New
BIA
383
Bell Investment Advisors
California
$3.82K +$495 +14 +15%
GI
384
GAMMA Investing
California
$2.97K +$2.97K +84 New
VWM
385
Venturi Wealth Management
Texas
$1.97K +$35 +1 +2%
UB
386
UMB Bank
Missouri
$1.8K -$13.1K -371 -88%
CPG
387
Cornerstone Planning Group
New Jersey
$1.39K +$1.39K +39 New
BTI
388
Blue Trust Inc
Georgia
$1.13K -$1.98K -56 -64%
PCM
389
Penserra Capital Management
California
$1K – – –
TWD
390
True Wealth Design
Ohio
$813 +$389 +11 +92%
TCM
391
Tradewinds Capital Management
Washington
$707 – – –
PAS
392
Point72 Asia (Singapore)
Singapore
– -$7.46M -216,400 Closed
PCOC
393
Power Corp of Canada
Canada
– -$5.16M -149,724 Closed
OAM
394
Ostrum Asset Management
France
– -$1.83M -52,833 Closed
GCM
395
Greenland Capital Management
New York
– -$1.14M -33,100 Closed
LA
396
LBP AM
France
– -$476K -13,746 Closed
EF
397
Empowered Funds
Pennsylvania
– -$473K -13,736 Closed
BFG
398
Bleakley Financial Group
New Jersey
– -$247K -7,190 Closed
MC
399
Maverick Capital
Texas
– -$242K -7,036 Closed
Kovitz Investment Group Partners
400
Kovitz Investment Group Partners
Illinois
– -$219K -6,375 Closed
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16
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