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Pembina Pipeline
PBA

Overview Fund Activity

364 hedge funds and large institutions have $10.6B invested in Pembina Pipeline in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 118 increasing their positions, 122 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+17
Holders Change %
+4.9%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
118
Reduced
122
Closed
35
Calls
$178M
Puts
$485M
Net Calls
-$307M
Net Calls Change
-$16.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$170M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$514M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$69M
4
Goldman Sachs
Goldman Sachs
New York
$210M
5
Capital World Investors
Capital World Investors
California
$32.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M
2
Fidelity International
Fidelity International
Bermuda
$270M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$696M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
$27.3M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
176
Aviva
United Kingdom
$936K -$1.56M -45,165 -63%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$928K +$49.5K +1,437 +6%
TI
178
Tidal Investments
Wisconsin
$924K +$686K +19,917 +287%
SA
179
SL Advisors
New Jersey
$912K -$69.3K -2,014 -7%
BCB
180
Brian C. Broderick
$899K +$131K +3,800 +17%
BCA
181
Bay Colony Advisors
Massachusetts
$892K -$2.48K -72 -0.3%
Mariner
182
Mariner
Kansas
$885K +$237K +6,894 +37%
ClearBridge Investments
183
ClearBridge Investments
New York
$861K +$861K +25,027 New
CAM
184
Claret Asset Management
Quebec, Canada
$845K -$689 -20 -0.1%
Ameriprise
185
Ameriprise
Minnesota
$843K -$1.18M -31,970 -58%
VI
186
Versor Investments
New York
$834K -$34.6K -1,006 -4%
LFAS
187
Level Four Advisory Services
Texas
$818K +$103 +3 +0%
KAS
188
Kestra Advisory Services
Texas
$817K -$57.8K -1,678 -7%
LC
189
Lindbrook Capital
California
$811K -$28.5K -828 -3%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$810K +$84K +2,441 +12%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$780K +$69K +2,006 +10%
HighTower Advisors
192
HighTower Advisors
Illinois
$772K -$1.39M -40,633 -64%
KPWS
193
Kestra Private Wealth Services
Texas
$730K -$551 -16 -0.1%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$724K +$46.9K +1,363 +7%
Truist Financial
195
Truist Financial
North Carolina
$682K -$10.5K -305 -2%
HAG
196
HighPoint Advisor Group
Illinois
$665K +$665K +19,077 New
RCM
197
RNC Capital Management
California
$656K – – –
FTDI
198
First Trust Direct Indexing
Massachusetts
$626K +$45.3K +1,315 +8%
LOAMS
199
Lombard Odier Asset Management (Switzerland)
Switzerland
$616K -$151K -4,401 -20%
GT
200
Glenview Trust
Kentucky
$614K +$3.55K +103 +0.6%
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