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Pembina Pipeline

370 hedge funds and large institutions have $10.1B invested in Pembina Pipeline in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% less funds holding

Funds holding: 372370 (-2)

0.71% less ownership

Funds ownership: 57.09%56.38% (-0.71%)

3% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 128

5% less capital invested

Capital invested by funds: $10.7B → $10.1B (-$578M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

73% less call options, than puts

Call options by funds: $107M | Put options by funds: $393M

Holders
370
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
124
Reduced
128
Closed
30
Calls
$107M
Puts
$393M
Net Calls
-$287M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.39B +$101M +2,982,921 +7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$700M +$21.1M +626,665 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$662M +$5.51M +163,315 +0.8%
Deutsche Bank
4
Deutsche Bank
Germany
$498M -$25.1M -744,280 -5%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$459M +$27.7M +819,717 +6%
Fidelity International
6
Fidelity International
Bermuda
$452M -$78.7M -2,332,843 -14%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$365M +$14.9M +440,185 +4%
Blackstone Inc
8
Blackstone Inc
New York
$339M -$9.23M -273,576 -3%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$331M -$21.6M -639,858 -6%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$251M +$12.5M +371,913 +5%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$239M +$4.18M +123,855 +2%
CIA
12
ClearBridge Investments (Australia)
Australia
$204M -$36.9M -1,092,135 -15%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$193M -$49.6M -1,468,594 -20%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$175M -$49.2M -1,458,255 -23%
Goldman Sachs
15
Goldman Sachs
New York
$175M -$14.3M -423,495 -7%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$171M +$2.89M +85,657 +2%
SC
17
Scotia Capital
Ontario, Canada
$158M -$2.86M -84,720 -2%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$154M +$365K +10,822 +0.2%
TCA
19
Tortoise Capital Advisors
Kansas
$152M +$1.9M +56,450 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$144M -$7.84M -232,434 -5%
Norges Bank
21
Norges Bank
Norway
$129M +$2.92M +86,465 +2%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$119M +$72.8M +2,157,060 +142%
JP Morgan Chase
23
JP Morgan Chase
New York
$110M +$1.26M +37,274 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$103M -$85.9M -2,547,000 -44%
DZ Bank
25
DZ Bank
Germany
$97.6M +$10.5M +312,393 +12%

PBA Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q1 2023, worth a combined $10.1B — down 5.4% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PBA positions and 30 closed out — a net gain of 3 holders — while 124 added to existing stakes and 128 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $112M.

  • 370 institutional investors held Pembina Pipeline (PBA) as of Q1 2023, down from 372 in Q4 2022.
  • Funds reported $10.1B of Pembina Pipeline stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Pembina Pipeline buyer in Q1 2023 was Royal Bank of Canada, an estimated $101M added.
  • The largest Pembina Pipeline seller in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2023.