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Pembina Pipeline
PBA

Overview Fund Activity

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
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.92%
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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$96.6M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$69.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$39.7M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$107M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$82.5M
3
Fidelity International
Fidelity International
Bermuda
-$75.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$51.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$840K -$95.9K -2,959 -10%
CAM
177
Claret Asset Management
Quebec, Canada
$835K -$24.3K -751 -3%
BCM
178
Bayesian Capital Management
New York
$781K +$152K +4,700 +24%
CIMLRA
179
CBRE Investment Management Listed Real Assets
Pennsylvania
$775K +$136K +4,197 +21%
LFAS
180
Level Four Advisory Services
Texas
$770K +$5.96K +184 +0.8%
TNA
181
True North Advisors
Texas
$768K +$19.4K +600 +3%
Creative Planning
182
Creative Planning
Kansas
$737K +$64.4K +1,989 +10%
OTPPB
183
Ontario Teachers' Pension Plan Board
Ontario, Canada
$730K +$730K +22,548 New
RCM
184
RNC Capital Management
California
$725K +$7.61K +235 +1%
MGP
185
Metis Global Partners
California
$724K +$152K +4,703 +27%
SG
186
Sourcerock Group
Colorado
$711K – – –
BFM
187
Boothbay Fund Management
New York
$710K – – –
BCB
188
Brian C. Broderick
$710K – – –
GC
189
Guggenheim Capital
Illinois
$710K +$393K +12,148 +124%
CAM
190
ClariVest Asset Management
California
$677K – – –
N
191
Natixis
France
$677K +$100K +3,092 +17%
SPC
192
Sigma Planning Corp
Michigan
$667K +$17.2K +530 +3%
ATPW
193
Ashton Thomas Private Wealth
Arizona
$660K -$5.15K -159 -0.8%
NME
194
Notis-McConarty Edward
$654K -$51.8K -1,600 -7%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$652K -$38.5K -1,188 -6%
CS
196
Candriam SCA
Luxembourg
$648K +$15.9K +535 +3%
BRWA
197
B. Riley Wealth Advisors
Florida
$634K -$192K -5,860 -23%
OAM
198
Oppenheimer Asset Management
New York
$611K +$108K +3,339 +21%
KPWS
199
Kestra Private Wealth Services
Texas
$608K +$48.6K +1,500 +9%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$605K -$421K -12,978 -41%
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