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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
ProShare Advisors
126
ProShare Advisors
Maryland
$2.31M +$2.41M +71,451 New
CIG
127
Cascade Investment Group
Colorado
$2.31M -$8.27K -245 -0.3%
HighTower Advisors
128
HighTower Advisors
Illinois
$2.28M +$77.3K +2,290 +3%
MCIA
129
Mountain Capital Investment Advisors
Colorado
$2.23M +$177K +5,258 +9%
URS
130
Utah Retirement Systems
Utah
$2.2M +$2.3M +68,127 New
KIA
131
Kraematon Investment Advisors
Massachusetts
$2.19M
Baird Financial Group
132
Baird Financial Group
Wisconsin
$2.1M
PIC
133
PCJ Investment Counsel
Ontario, Canada
$2.07M -$55.3K -1,640 -2%
ADBIC
134
A.D. Beadell Investment Counsel
Wisconsin
$2M -$436K -12,925 -17%
O
135
Ossiam
France
$1.99M -$651K -19,300 -24%
VFM
136
Viking Fund Management
North Dakota
$1.94M
AllianceBernstein
137
AllianceBernstein
Tennessee
$1.87M -$318K -9,413 -14%
Barclays
138
Barclays
United Kingdom
$1.86M +$541K +16,031 +39%
WBC
139
Westpac Banking Corp
Australia
$1.85M +$1.43M +42,312 New
SSA
140
Schonfeld Strategic Advisors
New York
$1.82M -$2.23M -66,000 -54%
Principal Financial Group
141
Principal Financial Group
Iowa
$1.8M -$107K -3,170 -5%
Ameriprise
142
Ameriprise
Minnesota
$1.77M +$110K +3,253 +6%
RJA
143
Raymond James & Associates
Florida
$1.73M -$17.3K -513 -1%
GAM
144
Gotham Asset Management
New York
$1.72M +$1.25M +37,167 +232%
CA
145
Continuum Advisory
Idaho
$1.68M -$574 -17 -0%
CIA
146
Capital Investment Advisors
Georgia
$1.65M -$33.6K -997 -2%
TC
147
Tacita Capital
Ontario, Canada
$1.6M
CGH
148
Crossmark Global Holdings
Texas
$1.57M -$59.7K -1,768 -4%
Osaic Holdings
149
Osaic Holdings
Arizona
$1.55M -$19.6K -581 -1%
GF
150
Gries Financial
Ohio
$1.55M -$134K -3,973 -8%

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.