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Pembina Pipeline
PBA

284 hedge funds and large institutions have $7.46B invested in Pembina Pipeline in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $5.06M

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more capital invested

Capital invested by funds: $6.82B → $7.46B (+$642M)

1.59% more ownership

Funds ownership: 50.85% → 52.44% (+1.6%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

2% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 92

1% less funds holding

Funds holding: 288 → 284 (-4)

Holders
284
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
7.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
27
Increased
94
Reduced
92
Closed
26
Calls
$30.4M
Puts
$5.06M
Net Calls
+$25.4M
Net Calls Change
+$17.8M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$92.9M
2
Morgan Stanley
Morgan Stanley
New York
+$80.3M
3
Cohen & Steers
Cohen & Steers
New York
+$52.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$46.6M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$39.3M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$153M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$31.8M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$20.7M
4
BCM
Barometer Capital Management
Ontario, Canada
-$17M
5
FAF
Första AP-fonden
Sweden
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
GMI
26
Greystone Managed Investments
Saskatchewan, Canada
$72.3M -$1.97M -59,041 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$70M +$4.05M +121,352 +6%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$68.9M -$153M -4,583,419 -70%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$66.9M +$23M +690,042 +56%
IGIM
30
I.G. Investment Management
Manitoba, Canada
$61.2M +$22.7M +679,671 +64%
Invesco
31
Invesco
Georgia
$60M +$5.47M +164,063 +11%
Jennison Associates
32
Jennison Associates
New York
$57.7M +$12.5M +373,984 +29%
MBI
33
Montrusco Bolton Investments
Quebec, Canada
$57.7M -$4.93M -147,850 -8%
AIMCA
34
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55.2M -$10.5M -314,300 -20%
Swiss National Bank
35
Swiss National Bank
Switzerland
$54.2M +$120K +3,600 +0.2%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$50.9M -$14.4M -432,845 -23%
DPIM
37
Duff & Phelps Investment Management
Illinois
$41.3M +$39.3M +1,179,505 New
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$40.2M +$1.49M +44,667 +4%
UBS AM
39
UBS AM
Illinois
$38.3M +$1.55M +46,608 +4%
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$37.4M -$20.7M -620,284 -37%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$36.6M -$5.72M -171,588 -14%
CP
42
Cumberland Partners
Ontario, Canada
$33.2M -$1.73M -51,805 -5%
AC
43
Addenda Capital
Quebec, Canada
$32.2M +$6.65M +199,360 +28%
MHI
44
Miller Howard Investments
New York
$31.1M -$2M -59,901 -6%
ACI
45
AMP Capital Investors
Australia
$29.3M +$6.71M +201,261 +32%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.8M +$987K +29,600 +4%
CS
47
Credit Suisse
Switzerland
$23.7M -$628K -18,831 -3%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4M +$94.5K +2,833 +0.4%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$21.8M +$377K +11,300 +2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$21.5M +$5.17M +154,911 +34%
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PBA Hedge Fund Activity: Q3 2017 in Review

284 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2017, worth a combined $7.46B — up 9.4% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PBA positions and 26 closed out — a net gain of 1 holder — while 94 added to existing stakes and 92 trimmed.

The largest buyer was CIBC Asset Management, adding an estimated $92.9M. The largest seller was CIBC World Market, cutting an estimated $153M.

  • 284 institutional investors held Pembina Pipeline (PBA) as of Q3 2017, down from 288 in Q2 2017.
  • Funds reported $7.46B of Pembina Pipeline stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 27 funds opened new Pembina Pipeline positions in Q3 2017 and 26 closed out, a net change of +1 holder.
  • The largest Pembina Pipeline buyer in Q3 2017 was CIBC Asset Management, an estimated $92.9M added.
  • The largest Pembina Pipeline seller in Q3 2017 was CIBC World Market, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2017.