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Pembina Pipeline
PBA

Overview Fund Activity

391 hedge funds and large institutions have $11.1B invested in Pembina Pipeline in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
55
Increased
138
Reduced
130
Closed
23
Calls
$213M
Puts
$299M
Net Calls
-$86.1M
Net Calls Change
+$221M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$189M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$88.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$770M
4
Deutsche Bank
4
Deutsche Bank
Germany
$546M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$418M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$147M
3
Canada Life
3
Canada Life
Manitoba, Canada
$24.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$112M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
201
Natixis Advisors
Massachusetts
$896K +$94.6K +2,676 +12%
LC
202
Lindbrook Capital
California
$865K +$32.1K +909 +4%
KAS
203
Kestra Advisory Services
Texas
$849K +$9.97K +282 +1%
Ameriprise
204
Ameriprise
Minnesota
$849K -$23.1K -604 -3%
DWM
205
Dorchester Wealth Management
Quebec, Canada
$848K -$143K -4,050 -14%
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$848K +$848K +32,500 New
CAM
207
Claret Asset Management
Quebec, Canada
$847K -$19K -539 -2%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$832K +$88.5K +2,505 +12%
LFAS
209
Level Four Advisory Services
Texas
$818K – – –
CSS
210
Cubist Systematic Strategies
Connecticut
$787K +$787K +22,301 New
HighTower Advisors
211
HighTower Advisors
Illinois
$765K -$31.5K -890 -4%
GCM
212
Graham Capital Management
Connecticut
$760K +$760K +21,494 New
KPWS
213
Kestra Private Wealth Services
Texas
$751K +$1.27K +36 +0.2%
EGM
214
Engineers Gate Manager
New York
$715K +$715K +20,244 New
RCM
215
RNC Capital Management
California
$696K +$22.4K +635 +3%
Bessemer Group
216
Bessemer Group
New Jersey
$688K +$667K +18,895 +3,170%
HAG
217
HighPoint Advisor Group
Illinois
$668K -$35.2K -954 -5%
FTDI
218
First Trust Direct Indexing
Massachusetts
$664K +$21.5K +609 +3%
Truist Financial
219
Truist Financial
North Carolina
$652K -$48.8K -1,381 -7%
AM
220
AGF Management
Ontario, Canada
$649K -$1.59M -45,022 -71%
LOAMS
221
Lombard Odier Asset Management (Switzerland)
Switzerland
$638K +$12K +344 +2%
CS
222
Candriam SCA
Luxembourg
$636K +$164K +4,644 +35%
OAM
223
Oppenheimer Asset Management
New York
$631K +$103K +2,902 +19%
GT
224
Glenview Trust
Kentucky
$631K – – –
SAM
225
Shell Asset Management
Netherlands
$612K -$497K -13,400 -45%
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