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Pembina Pipeline

316 hedge funds and large institutions have $8.62B invested in Pembina Pipeline in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 97 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

51% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $43.3M

19% more capital invested

Capital invested by funds: $7.21B → $8.62B (+$1.4B)

19% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 97

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

1% more funds holding

Funds holding: 314316 (+2)

0.88% less ownership

Funds ownership: 54.81%53.93% (-0.88%)

Holders
316
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
45
Increased
115
Reduced
97
Closed
41
Calls
$65.2M
Puts
$43.3M
Net Calls
+$21.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.04B -$1.05M -37,921 -0.1%
Deutsche Bank
2
Deutsche Bank
Germany
$535M +$76.4M +2,750,494 +17%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$527M +$57.4M +2,064,239 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$491M +$9.86M +354,818 +2%
Fidelity International
5
Fidelity International
Bermuda
$426M +$63.8M +2,296,314 +18%
Blackstone Inc
6
Blackstone Inc
New York
$423M -$2.8M -100,946 -0.7%
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$267M +$56.8M +2,043,399 +30%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$259M +$71.8M +2,582,865 +40%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$248M +$15.1M +542,948 +7%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$236M -$3.46M -124,444 -1%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$227M +$21.9M +789,947 +11%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$193M -$84.4M -3,038,000 -31%
BC
13
Brookfield Corp
Ontario, Canada
$154M +$5.67M +203,987 +4%
Goldman Sachs
14
Goldman Sachs
New York
$151M +$35.4M +1,275,224 +32%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$150M -$4.76M -171,232 -3%
CS
16
Credit Suisse
Switzerland
$142M +$57.4M +2,065,891 +73%
SC
17
Scotia Capital
Ontario, Canada
$126M +$455K +16,385 +0.4%
Norges Bank
18
Norges Bank
Norway
$125M +$20.4M +732,820 +20%
Legal & General Group
19
Legal & General Group
United Kingdom
$119M +$1.14M +40,853 +1%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M -$23M -828,723 -20%
SCA
21
Salient Capital Advisors
Texas
$116M -$48M -1,726,637 -30%
TCA
22
Tortoise Capital Advisors
Kansas
$103M -$7.08M -254,823 -7%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$102M -$113M -4,071,996 -54%
CIA
24
ClearBridge Investments (Australia)
Australia
$92.6M +$89.7M +3,228,233 New
CCMIC
25
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$89.3M -$3.57M -128,530 -4%

PBA Hedge Fund Activity: Q1 2021 in Review

316 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2021, worth a combined $8.62B — up 19% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBA positions and 41 closed out — a net gain of 4 holders — while 115 added to existing stakes and 97 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $89.7M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $228M.

  • 316 institutional investors held Pembina Pipeline (PBA) as of Q1 2021, up from 314 in Q4 2020.
  • Funds reported $8.62B of Pembina Pipeline stock for Q1 2021, up 19% quarter-over-quarter.
  • 45 funds opened new Pembina Pipeline positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Pembina Pipeline buyer in Q1 2021 was ClearBridge Investments (Australia), an estimated $89.7M added.
  • The largest Pembina Pipeline seller in Q1 2021 was Jarislowsky, Fraser Ltd, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2021.