Pembina Pipeline
330 hedge funds and large institutions have $7.3B invested in Pembina Pipeline in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 39 closing their positions.
28% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 39
3% more funds holding
Funds holding: 321 → 330 (+9)
7% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 98
2.02% less ownership
Funds ownership: 48.2% → 46.18% (-2%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
17% less capital invested
Capital invested by funds: $8.79B → $7.3B (-$1.49B)
57% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $32.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$67.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$50.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$40.2M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$39.6M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$179M |
| 2 |
Cohen & Steers
New York
|
-$140M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$130M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$78.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$70.2M |
PBA Hedge Fund Activity: Q1 2018 in Review
330 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2018, worth a combined $7.3B — down 17% from $8.79B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PBA positions and 39 closed out — a net gain of 11 holders — while 105 added to existing stakes and 98 trimmed.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $67.4M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $179M sold.
- 330 institutional investors held Pembina Pipeline (PBA) as of Q1 2018, up from 321 in Q4 2017.
- Funds reported $7.3B of Pembina Pipeline stock for Q1 2018, down 17% quarter-over-quarter.
- 50 funds opened new Pembina Pipeline positions in Q1 2018 and 39 closed out, a net change of +11 holders.
- The largest Pembina Pipeline buyer in Q1 2018 was Russell Investments Group, an estimated $67.4M added.
- The largest Pembina Pipeline seller in Q1 2018 was Tortoise Capital Advisors, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2018.