We are live on ! Find out more
PBA icon

Pembina Pipeline

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% less funds holding

Funds holding: 372370 (-2)

0.71% less ownership

Funds ownership: 57.09%56.38% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 128

5% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$578M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

73% less call options, than puts

Call options by funds: $107M | Put options by funds: $393M

Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMIC
26
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$83.7M -$3.22M -95,492 -4%
WHG
27
Westwood Holdings Group
Texas
$81.8M -$4.19M -124,311 -5%
Canada Life
28
Canada Life
Manitoba, Canada
$81.1M +$743K +22,025 +0.9%
Morgan Stanley
29
Morgan Stanley
New York
$79.1M +$28.3M +837,268 +52%
KACA
30
Kayne Anderson Capital Advisors
California
$77.3M +$40.5K +1,200 +0.1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$71.7M -$4.21M -124,900 -5%
DPIM
32
Duff & Phelps Investment Management
Illinois
$70.6M -$202K -5,975 -0.3%
BCIM
33
British Columbia Investment Management
British Columbia, Canada
$70.2M +$41.3M +1,224,654 +130%
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$66.9M -$2.91M -86,330 -4%
Amundi
35
Amundi
France
$66.6M +$2.35M +69,787 +4%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$62.9M -$204K -6,037 -0.3%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.8M -$494K -14,640 -0.9%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.6M -$2.22M -65,836 -4%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$48M -$303K -8,990 -4%
TWC
40
TD Waterhouse Canada
Ontario, Canada
$47.7M +$4.24M +125,610 +14%
NIM
41
NXG Investment Management
Texas
$45.8M -$4.19M -124,060 -8%
HHAM
42
HITE Hedge Asset Management
Massachusetts
$45.6M +$18M +534,576 +61%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$44.8M -$550K -16,290 -1%
Invesco
44
Invesco
Georgia
$41.9M -$2.85M -84,550 -6%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$40.3M -$5.77M -171,047 -12%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$38.2M +$1.53M +45,245 +4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$35.3M +$4.62M +136,816 +14%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$34M -$880K -26,082 -2%
Bank of America
49
Bank of America
North Carolina
$33.4M +$7.71M +228,420 +28%
CS
50
Credit Suisse
Switzerland
$32.9M +$1.57M +46,460 +5%

PBA Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2023, worth a combined $10.1B — down 5.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PBA positions and 30 closed out — a net gain of 3 holders — while 124 added to existing stakes and 128 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $112M.

  • 370 institutional investors held Pembina Pipeline (PBA) as of Q1 2023, down from 372 in Q4 2022.
  • Funds reported $10.1B of Pembina Pipeline stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Pembina Pipeline buyer in Q1 2023 was Royal Bank of Canada, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2023.