Pembina Pipeline
349 hedge funds and large institutions have $10.7B invested in Pembina Pipeline in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 110 increasing their positions, 112 reducing their positions, and 35 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
46% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 35
2% more funds holding
Funds holding: 341 → 349 (+8)
6% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $16.7M
4% more capital invested
Capital invested by funds: $10.3B → $10.7B (+$411M)
2% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 112
1.58% less ownership
Funds ownership: 54.32% → 52.75% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$123M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$89.1M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$80.9M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$72.1M |
| 5 |
BPSG
Brookfield Public Securities Group
New York
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$55.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$42.1M |
| 3 |
Morgan Stanley
New York
|
-$37.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$36.3M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$23.6M |
PBA Hedge Fund Activity: Q4 2019 in Review
349 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q4 2019, worth a combined $10.7B — up 4% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new PBA positions and 35 closed out — a net gain of 16 holders — while 110 added to existing stakes and 112 trimmed.
The largest buyer was Harvest Fund Advisors, adding an estimated $123M. The largest seller was Salient Capital Advisors, cutting an estimated $55.2M.
- 349 institutional investors held Pembina Pipeline (PBA) as of Q4 2019, up from 341 in Q3 2019.
- Funds reported $10.7B of Pembina Pipeline stock for Q4 2019, up 4% quarter-over-quarter.
- 51 funds opened new Pembina Pipeline positions in Q4 2019 and 35 closed out, a net change of +16 holders.
- The largest Pembina Pipeline buyer in Q4 2019 was Harvest Fund Advisors, an estimated $123M added.
- The largest Pembina Pipeline seller in Q4 2019 was Salient Capital Advisors, an estimated $55.2M sold.
Based on aggregated 13F filings for Q4 2019.