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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
CT
201
Clearstead Trust
Maine
$361K
ST
202
Spinnaker Trust
Maine
$360K
BAM
203
Belpointe Asset Management
Nevada
$357K -$19.4K -700 -5%
GIM
204
Groesbeck Investment Management
New Jersey
$355K -$418K -15,060 -55%
CA
205
Cortland Associates
Missouri
$344K
LOAMS
206
Lombard Odier Asset Management (Switzerland)
Switzerland
$343K +$263K +9,448 New
AC
207
Athanor Capital
New York
$340K +$327K +11,774 New
AAM
208
Advisors Asset Management
Colorado
$338K +$71.8K +2,583 +28%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$335K +$667 +24 +0.2%
VPIM
210
Vanguard Personalized Indexing Management
California
$330K -$8.31K -299 -3%
IWA
211
Intercontinental Wealth Advisors
Texas
$325K +$62.5K +2,250 +25%
BF
212
BOK Financial
Oklahoma
$320K +$61.3K +2,206 +25%
MF
213
Magnetar Financial
Illinois
$319K +$307K +11,050 New
RCM
214
RNC Capital Management
California
$307K +$296K +10,655 New
AP
215
Advisor Partners
California
$306K -$65.8K -2,369 -18%
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$304K -$3.85M -138,677 -93%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$301K -$29.8K -1,073 -9%
Jane Street
218
Jane Street
New York
$293K -$2.31M -82,994 -89%
Luther King Capital Management (LKCM)
219
Luther King Capital Management (LKCM)
Texas
$288K
SPIA
220
Steward Partners Investment Advisory
New York
$284K +$32K +1,153 +13%
Truist Financial
221
Truist Financial
North Carolina
$279K +$2.83K +102 +1%
QT
222
Quantbot Technologies
New York
$268K -$2.49M -89,673 -91%
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$260K
IC
224
IEQ Capital
California
$260K +$251K +9,025 New
GT
225
Glenmede Trust
Pennsylvania
$258K -$22.9K -825 -8%

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.