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Pembina Pipeline
PBA

Overview Fund Activity

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$96.6M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$69.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$39.7M
4
Morgan Stanley
Morgan Stanley
New York
+$27.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$26.6M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$107M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$82.5M
3
Fidelity International
Fidelity International
Bermuda
-$75.6M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$51.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
201
Quantbot Technologies
New York
$595K +$595K +18,349 New
DR
202
Davis Rea
Ontario, Canada
$593K -$55K -1,700 -8%
GT
203
Glenview Trust
Kentucky
$575K – – –
Axa
204
Axa
France
$562K -$499K -15,393 -47%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$559K -$13.9M -430,381 -96%
AT
206
Arden Trust
Delaware
$559K -$13.6K -421 -2%
Truist Financial
207
Truist Financial
North Carolina
$537K +$21.1K +652 +4%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$524K +$34.7K +1,072 +7%
FTDI
209
First Trust Direct Indexing
Massachusetts
$523K -$24.2K -748 -4%
USAA
210
United Services Automobile Association
Texas
$515K -$299K -9,245 -37%
AIM
211
Aigen Investment Management
New York
$514K +$514K +15,868 New
Cerity Partners
212
Cerity Partners
New York
$500K +$76.8K +2,371 +18%
Voloridge Investment Management
213
Voloridge Investment Management
Florida
$499K -$858K -26,476 -63%
VI
214
Versor Investments
New York
$489K +$489K +15,100 New
UH
215
Unigestion Holding
Switzerland
$477K -$197K -6,111 -29%
LC
216
Lindbrook Capital
California
$477K +$194 +6 +0%
Mariner
217
Mariner
Kansas
$475K +$72.8K +2,247 +18%
AWM
218
AE Wealth Management
Kansas
$474K -$312K -9,621 -40%
TYCC
219
Texas Yale Capital Corp
Florida
$465K – – –
SAM
220
Shell Asset Management
Netherlands
$461K – – –
Credit Agricole
221
Credit Agricole
France
$451K – – –
WS
222
Wedbush Securities
California
$445K +$126K +3,884 +39%
EAM
223
Erste Asset Management
Austria
$445K +$445K +13,831 New
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$443K -$8.65K -267 -2%
JEST
225
JTC Employer Solutions Trustee
Jersey
$413K – – –
7 8
9
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