Pembina Pipeline
212 hedge funds and large institutions have $4.13B invested in Pembina Pipeline in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 16 closing their positions.
648% more call options, than puts
Call options by funds: $25.8M | Put options by funds: $3.45M
37% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 60
29% more capital invested
Capital invested by funds: $3.21B → $4.13B (+$917M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
5.03% more ownership
Funds ownership: 29.07% → 34.09% (+5%)
0% more funds holding
Funds holding: 211 → 212 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$155M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$155M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$121M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.8M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$68.1M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$55.3M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$14.9M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$14.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$13.4M |
PBA Hedge Fund Activity: Q1 2014 in Review
212 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2014, worth a combined $4.13B — up 29% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PBA positions and 16 closed out — a net gain of 2 holders — while 82 added to existing stakes and 60 trimmed.
The largest buyer was CIBC World Market, adding an estimated $155M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $68.1M.
- 212 institutional investors held Pembina Pipeline (PBA) as of Q1 2014, up from 211 in Q4 2013.
- Funds reported $4.13B of Pembina Pipeline stock for Q1 2014, up 29% quarter-over-quarter.
- 18 funds opened new Pembina Pipeline positions in Q1 2014 and 16 closed out, a net change of +2 holders.
- The largest Pembina Pipeline buyer in Q1 2014 was CIBC World Market, an estimated $155M added.
- The largest Pembina Pipeline seller in Q1 2014 was Canada Pension Plan Investment Board, an estimated $68.1M sold.
Based on aggregated 13F filings for Q1 2014.