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Pembina Pipeline

211 hedge funds and large institutions have $3.21B invested in Pembina Pipeline in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $3.18M

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more funds holding

Funds holding: 195211 (+16)

7% more capital invested

Capital invested by funds: $3.01B → $3.21B (+$196M)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.31% less ownership

Funds ownership: 29.38%29.07% (-0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
29
Increased
71
Reduced
71
Closed
11
Calls
$16.3M
Puts
$3.18M
Net Calls
+$13.1M
Net Calls Change
-$8.44M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Windsor Capital Management
Arizona
$18K +$230 +7 +1%
WA
202
WealthTrust-Arizona
Arizona
$15K +$14K +425 New
HCM
203
Highlander Capital Management
New Jersey
$15K
PSC
204
Prentiss Smith & Co
Vermont
$10K
ITIM
205
Indiana Trust & Investment Management
Indiana
$6K
JFA
206
JNBA Financial Advisors
Minnesota
$4K
ASN
207
Advisory Services Network
Georgia
$4K +$3.42K +104 New
Manulife (Manufacturers Life Insurance)
208
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.89K
FFC
209
First Financial Corp
Indiana
$2K
DOA
210
D'Orazio & Associates
Virginia
$2K +$2.07K +63 New
TCA
211
Tortoise Capital Advisors
Kansas
-$48M -1,449,617 Closed
EAM
212
Eclectica Asset Management
United Kingdom
-$1.27M -38,300 Closed
PP
213
PDT Partners
New York
-$774K -23,369 Closed
ZIM
214
Zacks Investment Management
Illinois
-$524K -15,824 Closed
SCM
215
Stevens Capital Management
Pennsylvania
-$312K -9,421 Closed
SB
216
Suntrust Banks
Georgia
-$231K -7,012 Closed
ACM
217
Antonetti Capital Management
Florida
-$33K -1,000 Closed
FANJ
218
Financial Architects (New Jersey)
New Jersey
-$22K -679 Closed
PCM
219
Prelude Capital Management
New York
-$17K -500 Closed
OIA
220
Optimum Investment Advisors
Illinois
-$3K -85 Closed
ACM
221
Aviance Capital Management
Florida
-$2K -56 Closed

PBA Hedge Fund Activity: Q4 2013 in Review

211 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2013, worth a combined $3.21B — up 6.5% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PBA positions and 11 closed out — a net gain of 18 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $68.8M. The largest seller was 1832 Asset Management, cutting an estimated $88.4M.

  • 211 institutional investors held Pembina Pipeline (PBA) as of Q4 2013, up from 195 in Q3 2013.
  • Funds reported $3.21B of Pembina Pipeline stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 29 funds opened new Pembina Pipeline positions in Q4 2013 and 11 closed out, a net change of +18 holders.
  • The largest Pembina Pipeline buyer in Q4 2013 was Deutsche Bank, an estimated $68.8M added.
  • The largest Pembina Pipeline seller in Q4 2013 was 1832 Asset Management, an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2013.