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Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$85.8M +$3.29M +118,252 +4%
JP Morgan Chase
27
JP Morgan Chase
New York
$85.8M +$21.7M +780,453 +36%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$72.9M +$63.7M +2,291,329 +978%
DekaBank Deutsche Girozentrale
29
DekaBank Deutsche Girozentrale
Germany
$64.8M +$531K +19,113 +0.9%
Swiss National Bank
30
Swiss National Bank
Switzerland
$64.4M +$756K +27,200 +1%
IIM
31
Intact Investment Management
Quebec, Canada
$62.6M -$3.05M -109,900 -6%
KACA
32
Kayne Anderson Capital Advisors
California
$61.1M -$2.72M -97,796 -4%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$55.1M -$2.87M -103,242 -5%
MSC
34
MUFG Securities (Canada)
New York
$51.7M +$41.7M +1,499,971 +512%
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$51.7M -$34.5M -1,242,799 -41%
Invesco
36
Invesco
Georgia
$50.7M -$5.59M -201,323 -10%
DPIM
37
Duff & Phelps Investment Management
Illinois
$49.7M +$3.14M +112,930 +7%
GCC
38
Guardian Capital (Canada)
Ontario, Canada
$48.4M -$2.61M -94,068 -7%
ACI
39
AMP Capital Investors
Australia
$47.5M +$266K +9,561 +0.6%
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47.1M -$6.93M -249,575 -13%
AAMU
41
Amundi Asset Management US
Massachusetts
$47M -$1.32M -47,436 -3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$46.3M -$1.94M -69,818 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.2M +$34.7M +1,250,000 +357%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$44.7M -$457K -16,439 -1%
AII
45
AGF Investments Inc
Ontario, Canada
$44.5M +$7.88M +283,737 +23%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$44.1M +$10.8M +386,958 +34%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$39.9M -$12.2M -438,792 -24%
NIM
48
NXG Investment Management
Texas
$38.3M +$4.51M +162,474 +14%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$36.5M +$10.7M +385,694 +44%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$35M +$3.3M +118,845 +11%

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.