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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
AIMCA
76
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.34M +$1.53M +54,976 +20%
CGH
77
Crossmark Global Holdings
Texas
$9.28M -$344K -12,382 -4%
Holocene Advisors
78
Holocene Advisors
New York
$9.27M -$18.7M -673,201 -68%
RIA
79
Recurrent Investment Advisors
Texas
$9.15M +$492K +17,704 +6%
PPA
80
Parametric Portfolio Associates
Washington
$9.06M +$29.2K +1,052 +0.3%
SCM
81
SIR Capital Management
New York
$8.81M +$8.48M +305,100 New
PP
82
Prudential plc
United Kingdom
$8.72M +$467K +16,817 +6%
CCA
83
Catalyst Capital Advisors
New York
$8.71M +$449K +16,170 +6%
EGA
84
Eagle Global Advisors
Texas
$8.53M +$3.92M +141,160 +91%
CP
85
Cumberland Partners
Ontario, Canada
$8.18M +$110K +3,950 +1%
BSPF
86
British Steel Pension Fund
United Kingdom
$7.71M
Wellington Management Group
87
Wellington Management Group
Massachusetts
$7.4M +$7.12M +256,120 New
NIPH
88
NN Investment Partners Holdings
Netherlands
$6.68M +$2.11M +75,940 +49%
PAMU
89
Pictet Asset Management (UK)
United Kingdom
$6.66M -$97.3K -3,500 -1%
GCAC
90
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.63M +$242K +8,722 +4%
IMPI
91
Ilmarinen Mutual Pension Insurance
Finland
$6.52M +$1.57M +56,500 +33%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$6.44M -$517K -18,600 -8%
CS
93
Candriam SCA
Luxembourg
$6.4M
UBS Group
94
UBS Group
Switzerland
$6.17M +$545K +19,615 +10%
Citigroup
95
Citigroup
New York
$5.91M -$9.39M -338,072 -62%
HM
96
Heronetta Management
New York
$5.48M
Aviva
97
Aviva
United Kingdom
$5.27M +$2.06K +74 +0%
BFS
98
Baskin Financial Services
Ontario, Canada
$5.26M -$265K -9,551 -5%
SSA
99
Schonfeld Strategic Advisors
New York
$4.87M +$4.69M +168,800 New
BCM
100
Barometer Capital Management
Ontario, Canada
$4.57M +$545K +19,600 +18%

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.