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Pembina Pipeline
PBA

Overview Fund Activity

374 hedge funds and large institutions have $10.3B invested in Pembina Pipeline in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+7
Holders Change %
+1.91%
% 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
45
Increased
122
Reduced
122
Closed
34
Calls
$53.8M
Puts
$411M
Net Calls
-$358M
Net Calls Change
-$94.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$92.5M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$75.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$71.3M
4
DZ Bank
DZ Bank
Germany
+$66.9M
5
Goldman Sachs
Goldman Sachs
New York
+$53M

Top Sellers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
-$132M
2
UBS AM
UBS AM
Illinois
-$111M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$58.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$42.9M
5
BC
Brookfield Corp
Ontario, Canada
-$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
201
Thrive Wealth Management
Pennsylvania
$663K +$90.4K +2,558 +16%
AT
202
Arden Trust
Delaware
$643K -$46.5K -1,316 -7%
GT
203
Glenview Trust
Kentucky
$627K – – –
KPWS
204
Kestra Private Wealth Services
Texas
$627K +$627K +17,731 New
ECM
205
ExodusPoint Capital Management
New York
$626K +$95.6K +2,706 +18%
Creative Planning
206
Creative Planning
Kansas
$624K -$25.4K -718 -4%
SPC
207
Sigma Planning Corp
Michigan
$578K +$578K +16,346 New
FTDI
208
First Trust Direct Indexing
Massachusetts
$577K +$12.7K +359 +2%
OAM
209
Oppenheimer Asset Management
New York
$562K +$14.6K +414 +3%
Truist Financial
210
Truist Financial
North Carolina
$559K -$192K -5,433 -26%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$555K -$3.87M -109,465 -87%
AAS
212
Ameritas Advisory Services
Nebraska
$533K +$533K +15,091 New
SEC
213
Seven Eight Capital
New York
$531K +$531K +15,029 New
FC
214
FORA Capital
Florida
$526K +$289K +8,172 +122%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$512K +$58.1K +1,645 +13%
TYCC
216
Texas Yale Capital Corp
Florida
$507K – – –
QI
217
Qtron Investments
Massachusetts
$500K -$172K -4,890 -26%
Credit Agricole
218
Credit Agricole
France
$492K – – –
CC
219
Cipher Capital
New York
$488K +$488K +13,802 New
CI
220
Cincinnati Insurance
Ohio
$482K – – –
AWA
221
Acorn Wealth Advisors
Michigan
$470K -$16.5K -468 -3%
Cerity Partners
222
Cerity Partners
New York
$457K +$457K +12,923 New
ClearBridge Investments
223
ClearBridge Investments
New York
$456K -$13K -370 -3%
JEST
224
JTC Employer Solutions Trustee
Jersey
$450K – – –
CT
225
Clearstead Trust
Maine
$442K – – –
7 8
9
10 11