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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
FWIA
126
Fort Washington Investment Advisors
Ohio
$1.82M -$1.15M -41,400 -40%
LPL Financial
127
LPL Financial
California
$1.79M +$196K +7,044 +13%
APG Asset Management
128
APG Asset Management
Netherlands
$1.79M -$25M -899,764 -93%
TPM
129
Triasima Portfolio Management
Quebec, Canada
$1.76M
RJA
130
Raymond James & Associates
Florida
$1.76M +$1.15M +41,502 +213%
M&T Bank
131
M&T Bank
New York
$1.58M +$1.19M +42,888 +365%
CA
132
Continuum Advisory
Idaho
$1.57M
JGC
133
J. Goldman & Co
New York
$1.56M -$5.94M -213,716 -80%
Cohen & Steers
134
Cohen & Steers
New York
$1.5M +$25.4K +915 +2%
CIA
135
Capital Investment Advisors
Georgia
$1.48M -$9.03K -325 -0.6%
PAMP
136
Polar Asset Management Partners
Ontario, Canada
$1.44M -$556K -20,000 -29%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$1.41M -$41.9K -1,507 -3%
ISL
138
Ingalls & Snyder LLC
New York
$1.31M +$8.34K +300 +0.7%
DWM
139
Dorchester Wealth Management
Quebec, Canada
$1.3M -$23.4K -842 -2%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$1.29M +$621K +22,365 +171%
ADMI
141
Albert D. Mason Inc
Massachusetts
$1.27M +$1.23M +44,225 New
Ameriprise
142
Ameriprise
Minnesota
$1.24M -$96.5K -3,472 -7%
FRM
143
Foundation Resource Management
Arkansas
$1.24M
NIM
144
Nexus Investment Management
Ontario, Canada
$1.15M
BA
145
Bard Associates
Illinois
$1.14M -$19.4K -700 -2%
Axa
146
Axa
France
$1.03M +$493K +17,746 +98%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$1M +$178K +6,413 +23%
AC
148
Annandale Capital
Texas
$992K
Comerica Bank
149
Comerica Bank
Texas
$912K +$32.1K +1,157 +4%
TFCM
150
Taylor Frigon Capital Management
Arizona
$912K +$36.6K +1,316 +4%

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.