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Pembina Pipeline

375 hedge funds and large institutions have $10.3B invested in Pembina Pipeline in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

2% more funds holding

Funds holding: 367375 (+8)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

1.25% less ownership

Funds ownership: 57.04%55.79% (-1.2%)

13% less capital invested

Capital invested by funds: $11.9B → $10.3B (-$1.58B)

87% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $411M

Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
6.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
46
Increased
122
Reduced
122
Closed
34
Calls
$53.8M
Puts
$411M
Net Calls
-$358M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
201
Thrive Wealth Management
Pennsylvania
$663K +$98.5K +2,558 +16%
AT
202
Arden Trust
Delaware
$643K -$50.7K -1,316 -7%
GT
203
Glenview Trust
Kentucky
$627K
KPWS
204
Kestra Private Wealth Services
Texas
$627K +$683K +17,731 New
ECM
205
ExodusPoint Capital Management
New York
$626K +$104K +2,706 +18%
Creative Planning
206
Creative Planning
Kansas
$624K -$27.6K -718 -4%
SPC
207
Sigma Planning Corp
Michigan
$578K +$629K +16,346 New
FTDI
208
First Trust Direct Indexing
Massachusetts
$577K +$13.8K +359 +2%
OAM
209
Oppenheimer Asset Management
New York
$562K +$15.9K +414 +3%
Truist Financial
210
Truist Financial
North Carolina
$559K -$209K -5,433 -26%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$555K -$4.21M -109,465 -87%
AAS
212
Ameritas Advisory Services
Nebraska
$533K +$581K +15,091 New
SEC
213
Seven Eight Capital
New York
$531K +$579K +15,029 New
FC
214
FORA Capital
Florida
$526K +$315K +8,172 +122%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$512K +$63.3K +1,645 +13%
TYCC
216
Texas Yale Capital Corp
Florida
$507K
QI
217
Qtron Investments
Massachusetts
$500K -$188K -4,890 -26%
Credit Agricole
218
Credit Agricole
France
$492K
CC
219
Cipher Capital
New York
$488K +$531K +13,802 New
CI
220
Cincinnati Insurance
Ohio
$482K
AWA
221
Acorn Wealth Advisors
Michigan
$470K -$18K -468 -3%
Cerity Partners
222
Cerity Partners
New York
$457K +$498K +12,923 New
ClearBridge Investments
223
ClearBridge Investments
New York
$456K -$14.2K -370 -3%
JEST
224
JTC Employer Solutions Trustee
Jersey
$450K
CT
225
Clearstead Trust
Maine
$442K

PBA Hedge Fund Activity: Q2 2022 in Review

375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q2 2022, worth a combined $10.3B — down 13% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PBA positions and 34 closed out — a net gain of 12 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $101M. The largest seller was British Columbia Investment Management, cutting an estimated $144M.

  • 375 institutional investors held Pembina Pipeline (PBA) as of Q2 2022, up from 367 in Q1 2022.
  • Funds reported $10.3B of Pembina Pipeline stock for Q2 2022, down 13% quarter-over-quarter.
  • 46 funds opened new Pembina Pipeline positions in Q2 2022 and 34 closed out, a net change of +12 holders.
  • The largest Pembina Pipeline buyer in Q2 2022 was Wellington Management Group, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q2 2022 was British Columbia Investment Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2022.