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Pembina Pipeline

211 hedge funds and large institutions have $3.21B invested in Pembina Pipeline in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $3.18M

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more funds holding

Funds holding: 195211 (+16)

7% more capital invested

Capital invested by funds: $3.01B → $3.21B (+$196M)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.31% less ownership

Funds ownership: 29.38%29.07% (-0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
29
Increased
71
Reduced
71
Closed
11
Calls
$16.3M
Puts
$3.18M
Net Calls
+$13.1M
Net Calls Change
-$8.44M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMN
176
Westchester Capital Management (Nebraska)
Nebraska
$42K
VIA
177
Vantage Investment Advisors
Pennsylvania
$39K +$36.1K +1,098 New
PFA
178
Paradigm Financial Advisors
Missouri
$39K +$36.1K +1,100 New
BFA
179
BlackRock Fund Advisors
California
$36K
SSB
180
Sandy Spring Bank
Maryland
$35K
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$35K +$32.9K +1,000 New
TWM
182
Torch Wealth Management
Ohio
$35K +$32.9K +1,000 New
NES
183
New England Securities
New York
$33K -$4.93K -150 -14%
1IC
184
1919 Investment Counsel
Maryland
$30K
KPCM
185
Kings Point Capital Management
New York
$30K
MFS
186
MSI Financial Services
Massachusetts
$30K
WT
187
Whittier Trust
California
$30K +$27.9K +850 New
Macquarie Group
188
Macquarie Group
Australia
$28K -$8.63M -262,563 -100%
SF
189
Synovus Financial
Georgia
$27K
HF
190
Hoxton Financial
West Virginia
$27K +$25.1K +765 New
LFG
191
LifePlan Financial Group
Ohio
$24K
FHA
192
First Horizon Advisors
Tennessee
$22K
RIA
193
Regal Investment Advisors
Michigan
$22K +$16.8K +510 +510%
WTC
194
WhitTier Trust Company
Nevada
$22K +$20.5K +625 New
First Manhattan
195
First Manhattan
New York
$20K
HR
196
Howe & Rusling
New York
$19K +$17.4K +531 +2,529%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K -$16.4K -500 -50%
CTC
198
Central Trust Company
Missouri
$18K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$18K
TWA
200
TCI Wealth Advisors
Arizona
$18K

PBA Hedge Fund Activity: Q4 2013 in Review

211 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2013, worth a combined $3.21B — up 6.5% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PBA positions and 11 closed out — a net gain of 18 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $68.8M. The largest seller was 1832 Asset Management, cutting an estimated $88.4M.

  • 211 institutional investors held Pembina Pipeline (PBA) as of Q4 2013, up from 195 in Q3 2013.
  • Funds reported $3.21B of Pembina Pipeline stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 29 funds opened new Pembina Pipeline positions in Q4 2013 and 11 closed out, a net change of +18 holders.
  • The largest Pembina Pipeline buyer in Q4 2013 was Deutsche Bank, an estimated $68.8M added.
  • The largest Pembina Pipeline seller in Q4 2013 was 1832 Asset Management, an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2013.