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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
HWAM
151
Hennion & Walsh Asset Management
New Jersey
$909K +$876K +31,513 New
Osaic Holdings
152
Osaic Holdings
Arizona
$901K -$164K -5,912 -16%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$891K +$25.4K +913 +3%
SAM
154
Shell Asset Management
Netherlands
$875K +$8.09K +291 +1%
GC
155
Guggenheim Capital
Illinois
$872K +$372K +13,392 +80%
CAM
156
Claret Asset Management
Quebec, Canada
$863K +$25K +900 +3%
HighTower Advisors
157
HighTower Advisors
Illinois
$749K +$13K +468 +2%
NME
158
Notis-McConarty Edward
$741K -$2.78K -100 -0.4%
SA
159
SL Advisors
New Jersey
$729K
SLAM
160
Swiss Life Asset Management
$726K +$36.1K +1,300 +5%
HT
161
HighTower Trust
Texas
$725K +$156K +5,622 +29%
GWM
162
Geneos Wealth Management
Colorado
$714K +$25.8K +930 +4%
HAG
163
HighPoint Advisor Group
Illinois
$703K +$8.28K +298 +1%
Creative Planning
164
Creative Planning
Kansas
$692K -$23K -826 -3%
Capital World Investors
165
Capital World Investors
California
$690K +$57.5K +2,069 +9%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$684K
LFAS
167
Level Four Advisory Services
Texas
$680K
MWNA
168
Marshall Wace North America
New York
$679K -$856K -30,800 -57%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$675K -$87.1K -3,136 -12%
American Century Companies
170
American Century Companies
Missouri
$670K +$114K +4,109 +22%
CC
171
Cipher Capital
New York
$647K +$624K +22,441 New
BCB
172
Brian C. Broderick
$646K -$2.78K -100 -0.4%
EAM
173
Erste Asset Management
Austria
$643K +$83.4K +3,000 +15%
KJHP
174
K.J. Harrison & Partners
Ontario, Canada
$632K +$294K +10,583 +94%
Two Sigma Advisers
175
Two Sigma Advisers
New York
$628K -$875K -31,500 -59%

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.