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Pembina Pipeline
PBA

321 hedge funds and large institutions have $8.79B invested in Pembina Pipeline in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 23

66% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 71

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $7.46B → $8.79B (+$1.33B)

13% more funds holding

Funds holding: 284 → 321 (+37)

4.24% less ownership

Funds ownership: 52.44% → 48.2% (-4.2%)

54% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $38.5M

Holders
321
Holders Change
+37
Holders Change %
+13.03%
% of All Funds
7.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
61
Increased
118
Reduced
71
Closed
23
Calls
$17.8M
Puts
$38.5M
Net Calls
-$20.7M
Net Calls Change
-$46M

Top Buyers

1
CIBC World Market
CIBC World Market
Ontario, Canada
+$184M
2
BC
Brookfield Corp
Ontario, Canada
+$147M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$118M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$79.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79M
2
Deutsche Bank
Deutsche Bank
Germany
-$34.6M
3
Cohen & Steers
Cohen & Steers
New York
-$30.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$20.9M
5
N
Natixis
France
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.12B +$118M +3,411,940 +12%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$498M +$6.79M +196,265 +1%
Deutsche Bank
3
Deutsche Bank
Germany
$491M -$34.6M -1,001,073 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$480M +$105M +3,036,818 +30%
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$463M +$12.5M +361,919 +3%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$322M +$79.4M +2,294,315 +35%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$310M +$1.59M +45,977 +0.5%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$295M +$78.5M +2,268,903 +39%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$284M -$20.9M -602,882 -7%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$264M +$184M +5,322,142 +271%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$261M +$2.4M +69,532 +1%
Capital World Investors
12
Capital World Investors
California
$241M – – –
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M +$58.4M +1,688,207 +49%
TCA
14
Tortoise Capital Advisors
Kansas
$179M +$6.77M +195,818 +4%
GCC
15
Guardian Capital (Canada)
Ontario, Canada
$160M -$5.3M -153,381 -3%
BC
16
Brookfield Corp
Ontario, Canada
$155M +$147M +4,258,881 New
Cohen & Steers
17
Cohen & Steers
New York
$153M -$30.3M -876,706 -17%
Canada Life
18
Canada Life
Manitoba, Canada
$138M -$4.38M -126,561 -3%
SI
19
Sentry Investments
Ontario, Canada
$123M -$1.01M -29,150 -1%
SC
20
Scotia Capital
Ontario, Canada
$110M +$17.8M +514,234 +20%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$94.9M +$53.8M +1,555,822 +146%
Norges Bank
22
Norges Bank
Norway
$91.3M +$10.5M +305,000 +14%
Goldman Sachs
23
Goldman Sachs
New York
$91M -$8.94M -258,443 -9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$89.5M +$12.1M +350,088 +16%
Legal & General Group
25
Legal & General Group
United Kingdom
$88.4M +$15M +434,005 +22%
1
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PBA Hedge Fund Activity: Q4 2017 in Review

321 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2017, worth a combined $8.79B — up 18% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PBA positions and 23 closed out — a net gain of 38 holders — while 118 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $184M. The largest seller was Morgan Stanley, cutting an estimated $79M.

  • 321 institutional investors held Pembina Pipeline (PBA) as of Q4 2017, up from 284 in Q3 2017.
  • Funds reported $8.79B of Pembina Pipeline stock for Q4 2017, up 18% quarter-over-quarter.
  • 61 funds opened new Pembina Pipeline positions in Q4 2017 and 23 closed out, a net change of +38 holders.
  • The largest Pembina Pipeline buyer in Q4 2017 was CIBC World Market, an estimated $184M added.
  • The largest Pembina Pipeline seller in Q4 2017 was Morgan Stanley, an estimated $79M sold.

Based on aggregated 13F filings for Q4 2017.