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Pembina Pipeline
PBA

Overview Fund Activity

347 hedge funds and large institutions have $9.12B invested in Pembina Pipeline in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-21
Holders Change %
-5.71%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
129
Reduced
119
Closed
41
Calls
$114M
Puts
$404M
Net Calls
-$291M
Net Calls Change
+$17.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79.4M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$389M
4
BC
Brookfield Corp
Ontario, Canada
$30.6M
5
UM
UniSuper Management
Australia
$58.2M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$243M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M
3
DZ Bank
DZ Bank
Germany
$23.6M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$62.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Claret Asset Management
Quebec, Canada
$739K -$33.2K -1,103 -4%
LC
177
Lindbrook Capital
California
$733K +$727K +24,186 +11,741%
SG Americas Securities
178
SG Americas Securities
New York
$730K +$599K +14,734 +457%
LFAS
179
Level Four Advisory Services
Texas
$715K +$90 +3 +0%
TNA
180
True North Advisors
Texas
$712K – – –
CIMLRA
181
CBRE Investment Management Listed Real Assets
Pennsylvania
$674K -$45K -1,497 -6%
LOAMS
182
Lombard Odier Asset Management (Switzerland)
Switzerland
$671K -$3.85K -128 -0.6%
BCB
183
Brian C. Broderick
$671K +$12.7K +423 +2%
N
184
Natixis
France
$655K -$3.02M -100,341 -82%
KPWS
185
Kestra Private Wealth Services
Texas
$638K +$73.4K +2,443 +13%
Two Sigma Advisers
186
Two Sigma Advisers
New York
$634K -$13.1M -435,500 -95%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$634K +$102K +3,390 +19%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$621K +$37.2K +1,237 +6%
Truist Financial
189
Truist Financial
North Carolina
$605K -$35.6K -1,184 -6%
MFG
190
Merit Financial Group
Georgia
$605K +$605K +20,126 New
SFI
191
Susquehanna Fundamental Investments
Pennsylvania
$601K -$3.24M -107,800 -84%
BRWA
192
B. Riley Wealth Advisors
Florida
$591K +$28.3K +940 +5%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$591K -$14K -467 -2%
SPIA
194
Steward Partners Investment Advisory
New York
$589K -$206K -6,846 -26%
NME
195
Notis-McConarty Edward
$585K -$22.5K -748 -4%
CCIA
196
Campbell & Co Investment Adviser
Maryland
$577K +$198K +6,586 +52%
RCM
197
RNC Capital Management
California
$573K -$93.2K -3,100 -14%
Mariner
198
Mariner
Kansas
$566K +$210K +6,975 +59%
OAM
199
Oppenheimer Asset Management
New York
$563K -$2.44K -81 -0.4%
BBI
200
Baxter Bros Inc
Connecticut
$538K +$538K +17,900 New
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