Pembina Pipeline
369 hedge funds and large institutions have $9.61B invested in Pembina Pipeline in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 39 closing their positions.
5% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 39
0% less funds holding
Funds holding: 370 → 369 (-1)
5% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 129
1.22% less ownership
Funds ownership: 56.38% → 55.16% (-1.2%)
5% less capital invested
Capital invested by funds: $10.1B → $9.61B (-$529M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
80% less call options, than puts
Call options by funds: $75.3M | Put options by funds: $383M
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Lazard Asset Management
New York
| – | -$14K | -458 | Closed |
|
|
CM
402
Cornerstone Management
Duluth,
Georgia
| – | -$12.4K | -382 | Closed |
|
|
PO
403
Private Ocean
San Rafael,
California
| – | -$3.5K | -108 | Closed |
|
|
TWA
404
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1.69K | -52 | Closed |
|
|
AA
405
Ancora Advisors
Cleveland,
Ohio
| – | -$1.36K | -42 | Closed |
|
|
SC
406
Schubert & Co
Mckinney,
Texas
| – | -$454 | -14 | Closed |
|
PBA Hedge Fund Activity: Q2 2023 in Review
369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2023, worth a combined $9.61B — down 5.2% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new PBA positions and 39 closed out — a net gain of 2 holders — while 122 added to existing stakes and 129 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $62.9M. The largest seller was Wellington Management Group, cutting an estimated $134M.
- 369 institutional investors held Pembina Pipeline (PBA) as of Q2 2023, down from 370 in Q1 2023.
- Funds reported $9.61B of Pembina Pipeline stock for Q2 2023, down 5.2% quarter-over-quarter.
- 41 funds opened new Pembina Pipeline positions in Q2 2023 and 39 closed out, a net change of +2 holders.
- The largest Pembina Pipeline buyer in Q2 2023 was Royal Bank of Canada, an estimated $62.9M added.
- The largest Pembina Pipeline seller in Q2 2023 was Wellington Management Group, an estimated $134M sold.
Based on aggregated 13F filings for Q2 2023.