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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
GM
376
GeoWealth Management
Illinois
$6.19K +$5.87K +150 New
MIA
377
MeadowBrook Investment Advisors
Michigan
$5.24K +$4.96K +127 New
CFO
378
CVA Family Office
Colorado
$4.91K
CFD
379
Creative Financial Designs
Indiana
$4.66K
BIA
380
Bell Investment Advisors
California
$4.45K
VWM
381
Venturi Wealth Management
Texas
$4.13K +$1.72K +44 +79%
CPG
382
Cornerstone Planning Group
New Jersey
$3.64K +$274 +7 +9%
NSIM
383
North Star Investment Management
Illinois
$3.63K +$3.44K +88 New
GI
384
GAMMA Investing
California
$3.46K
BGAI
385
Bruce G. Allen Investments
Colorado
$2.93K -$704 -18 -20%
GBT
386
Grove Bank & Trust
Florida
$2.8K +$2.66K +68 New
PS
387
Principal Securities
Iowa
$1.4K -$4.11K -105 -76%
TWD
388
True Wealth Design
Ohio
$1.24K
PCM
389
Penserra Capital Management
California
$1K +$117 +3 +7%
TCM
390
Tradewinds Capital Management
Washington
$825
MFA
391
McClarren Financial Advisors
Pennsylvania
$37 +$156 +4 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
392
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$59.4M -1,600,000 Closed
QC
393
Quadrature Capital
United Kingdom
-$26.4M -713,000 Closed
Arrowstreet Capital
394
Arrowstreet Capital
Massachusetts
-$11M -297,831 Closed
CCM
395
Cinctive Capital Management
New York
-$5.92M -159,530 Closed
AIM
396
Ausbil Investment Management
Australia
-$5.56M -149,818 Closed
HHAM
397
HITE Hedge Asset Management
Massachusetts
-$5.46M -147,169 Closed
SG
398
Sourcerock Group
Colorado
-$2.38M -64,227 Closed
LOAME
399
Lombard Odier Asset Management (Europe)
United Kingdom
-$1.91M -51,583 Closed
ECM
400
ExodusPoint Capital Management
New York
-$1.81M -48,800 Closed

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.