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
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$10.3M
MDCM
77
Morgan Dempsey Capital Management
Wisconsin
$10.3M +$2.13M +63,024 +25%
BlackRock
78
BlackRock
New York
$10.2M +$2.96M +87,591 +39%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$9.95M +$3.82M +113,173 +58%
CAM
80
Cidel Asset Management
Ontario, Canada
$9.78M +$4.93M +145,975 +93%
CCA
81
Catalyst Capital Advisors
New York
$9.67M +$364K +10,800 +4%
UBS Group
82
UBS Group
Switzerland
$9.67M -$1.38M -40,886 -12%
Citadel Advisors
83
Citadel Advisors
Florida
$9.31M +$9.67M +286,605 +44,922%
Northern Trust
84
Northern Trust
Illinois
$9.1M -$399K -11,830 -4%
MHI
85
Miller Howard Investments
New York
$8.87M +$771K +22,844 +9%
HM
86
Heronetta Management
New York
$8.15M +$135K +4,000 +2%
HPG
87
Harvest Portfolios Group
Ontario, Canada
$7.83M +$8.16M +241,698 New
PAMS
88
Pictet Asset Management (Switzerland)
Switzerland
$7.66M -$1.53M -45,224 -16%
GCAC
89
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.02M -$23.4K -693 -0.3%
SNT
90
SIG North Trading
Pennsylvania
$6.75M +$2.41M +71,295 +52%
Aviva
91
Aviva
United Kingdom
$6.56M +$3.35M +99,205 +96%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$6.55M +$1.59M +47,267 +31%
BFS
93
Baskin Financial Services
Ontario, Canada
$6.09M +$316K +9,356 +5%
Federated Hermes
94
Federated Hermes
Pennsylvania
$6.07M +$1.13M +33,391 +22%
CP
95
Cumberland Partners
Ontario, Canada
$5.95M -$113K -3,351 -2%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$5.91M +$256K +7,586 +4%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$5.84M -$2.25M -66,757 -27%
NAM
98
NewGen Asset Management
Ontario, Canada
$5.51M
Arrowstreet Capital
99
Arrowstreet Capital
Massachusetts
$5.45M +$1.58M +46,947 +39%
Citigroup
100
Citigroup
New York
$5.23M +$554K +16,423 +11%

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.