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Pembina Pipeline

314 hedge funds and large institutions have $7.21B invested in Pembina Pipeline in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

37% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $27.3M

9% more funds holding

Funds holding: 289314 (+25)

9% more capital invested

Capital invested by funds: $6.65B → $7.21B (+$566M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.46% less ownership

Funds ownership: 56.27%54.81% (-1.5%)

29% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 123

Holders
314
Holders Change
+25
Holders Change %
+8.65%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
87
Reduced
123
Closed
18
Calls
$37.4M
Puts
$27.3M
Net Calls
+$10.1M
Net Calls Change
-$8.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$587K +$5.52K +235 +1%
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$567K
SLAM
178
Swiss Life Asset Management
$563K -$9.31K -396 -2%
LFAS
179
Level Four Advisory Services
Texas
$558K -$34.5K -1,466 -6%
BCB
180
Brian C. Broderick
$533K -$23.5K -1,000 -4%
DR
181
Davis Rea
Ontario, Canada
$521K -$21.3K -905 -4%
KAS
182
Kestra Advisory Services
Texas
$521K +$518K +22,048 New
Capital World Investors
183
Capital World Investors
California
$516K
T. Rowe Price Associates
184
T. Rowe Price Associates
Maryland
$509K -$1.74K -74 -0.3%
Marshall Wace
185
Marshall Wace
United Kingdom
$496K -$1.27M -54,200 -72%
N
186
Natixis
France
$490K +$245K +10,411 +101%
KPWS
187
Kestra Private Wealth Services
Texas
$489K +$3.38K +144 +0.7%
EAM
188
Erste Asset Management
Austria
$465K +$456K +19,400 New
RJA
189
Raymond James & Associates
Florida
$461K -$136K -5,782 -23%
HT
190
HighTower Trust
Texas
$461K
CIMLRA
191
CBRE Investment Management Listed Real Assets
Pennsylvania
$460K +$82.3K +3,500 +22%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$460K +$135K +5,725 +42%
American Century Companies
193
American Century Companies
Missouri
$451K +$176K +7,500 +65%
Axa
194
Axa
France
$429K -$8.41K -358 -2%
MIAN
195
Mariner Independent Advisor Network
Kansas
$425K -$7.87K -335 -2%
GT
196
Glenview Trust
Kentucky
$420K
AWA
197
Acorn Wealth Advisors
Michigan
$402K -$4.37K -186 -1%
GC
198
Guggenheim Capital
Illinois
$398K -$128K -5,430 -24%
OAM
199
Oppenheimer Asset Management
New York
$397K -$126K -5,362 -24%
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$393K -$8.63K -367 -3%