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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
BRA
151
Blue Rock Advisors
Minnesota
$1.53M +$1.59M +47,213 New
LOAMS
152
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.48M +$77.5K +2,296 +10%
AIM
153
Achmea Investment Management
Netherlands
$1.4M
CAN
154
Cetera Advisor Networks
California
$1.39M +$220K +6,533 +18%
Ensign Peak Advisors
155
Ensign Peak Advisors
Utah
$1.38M +$270K +8,000 +23%
ZIG
156
Zurich Insurance Group
Switzerland
$1.38M +$1.43M +42,500 New
ADMI
157
Albert D. Mason Inc
Massachusetts
$1.37M -$5.67K -168 -0.4%
BONST
158
Bank of Nova Scotia Trust
Ontario, Canada
$1.31M -$67.9K -2,011 -5%
PL
159
Perpetual Ltd
Australia
$1.27M +$1.32M +39,195 New
RJFSA
160
Raymond James Financial Services Advisors
Florida
$1.22M +$243K +7,215 +24%
ISL
161
Ingalls & Snyder LLC
New York
$1.18M +$2.94K +87 +0.2%
BA
162
Bard Associates
Illinois
$1.15M -$129K -3,815 -10%
NP
163
Ninepoint Partners
Ontario, Canada
$1.12M +$391K +11,587 +51%
Corient Private Wealth
164
Corient Private Wealth
Florida
$1.1M +$749K +22,204 +195%
Jane Street
165
Jane Street
New York
$1.09M -$1.53M -45,248 -57%
Stifel Financial
166
Stifel Financial
Missouri
$1.04M -$56K -1,660 -5%
AM
167
AGF Management
Ontario, Canada
$1.03M +$49.6K +1,469 +5%
NIM
168
Nexus Investment Management
Ontario, Canada
$987K -$16.9K -500 -2%
DWM
169
Dorchester Wealth Management
Quebec, Canada
$978K +$41.7K +1,235 +4%
TWM
170
Thrive Wealth Management
Pennsylvania
$934K +$136K +4,020 +16%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$930K +$968K +28,691 New
HT
172
HighTower Trust
Texas
$918K
SPIA
173
Steward Partners Investment Advisory
New York
$916K -$146K -4,339 -13%
SA
174
SL Advisors
New Jersey
$883K
TI
175
Trexquant Investment
Connecticut
$881K +$917K +27,179 New

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.