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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
DR
176
Davis Rea
Ontario, Canada
$628K -$8.78K -316 -1%
T. Rowe Price Associates
177
T. Rowe Price Associates
Maryland
$623K +$889 +32 +0.1%
PIC
178
PCJ Investment Counsel
Ontario, Canada
$611K +$189K +6,795 +47%
NEI
179
Northwest & Ethical Investments
Ontario, Canada
$603K -$685K -24,660 -54%
Citadel Advisors
180
Citadel Advisors
Florida
$600K -$2.02M -72,616 -78%
DTL
181
Dynamic Technology Lab
Singapore
$583K +$562K +20,209 New
MCM
182
MAI Capital Management
Ohio
$578K +$557K +20,053 New
DAC
183
Dividend Assets Capital
South Carolina
$570K -$241K -8,680 -30%
CIMLRA
184
CBRE Investment Management Listed Real Assets
Pennsylvania
$566K +$5.17K +186 +1%
TNA
185
True North Advisors
Texas
$563K +$108K +3,901 +25%
ECM
186
ExodusPoint Capital Management
New York
$546K +$526K +18,922 New
GT
187
Glenview Trust
Kentucky
$512K
AWA
188
Acorn Wealth Advisors
Michigan
$499K +$8.78K +316 +2%
MIAN
189
Mariner Independent Advisor Network
Kansas
$465K -$51.3K -1,847 -10%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$457K -$100K -3,598 -19%
AG
191
Algert Global
California
$444K
MFM
192
MD Financial Management
Ontario, Canada
$439K +$425K +15,284 New
OAM
193
Oppenheimer Asset Management
New York
$438K -$45K -1,618 -10%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$433K +$51.9K +1,867 +14%
CSS
195
Cubist Systematic Strategies
Connecticut
$430K -$447K -16,080 -52%
TYCC
196
Texas Yale Capital Corp
Florida
$414K
Credit Agricole
197
Credit Agricole
France
$401K +$387K +13,913 New
MA
198
Montag & Associates
Georgia
$392K
YMRC
199
Yorktown Management & Research Company
Virginia
$386K +$117K +4,200 +46%
PI
200
PEAK6 Investments
Illinois
$364K -$1.09M -39,119 -76%

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.