Pembina Pipeline
350 hedge funds and large institutions have $9.12B invested in Pembina Pipeline in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 41 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 119
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.28% less ownership
Funds ownership: 55.16% → 54.88% (-0.28%)
5% less capital invested
Capital invested by funds: $9.61B → $9.12B (-$487M)
5% less funds holding
Funds holding: 370 → 350 (-20)
37% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 41
72% less call options, than puts
Call options by funds: $114M | Put options by funds: $404M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$104M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$62.8M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$60.3M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$31M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$74.5M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$65.1M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$50.6M |
| 4 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$42.2M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$34.1M |
PBA Hedge Fund Activity: Q3 2023 in Review
350 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2023, worth a combined $9.12B — down 5.1% from $9.61B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of PBA and 26 opened new positions — a net loss of 15 holders — while 119 trimmed existing stakes and 129 added.
The largest buyer was Royal Bank of Canada, adding an estimated $104M. The largest seller was Blackstone Inc, cutting an estimated $74.5M.
- 350 institutional investors held Pembina Pipeline (PBA) as of Q3 2023, down from 370 in Q2 2023.
- Funds reported $9.12B of Pembina Pipeline stock for Q3 2023, down 5.1% quarter-over-quarter.
- 26 funds opened new Pembina Pipeline positions in Q3 2023 and 41 closed out, a net change of -15 holders.
- The largest Pembina Pipeline buyer in Q3 2023 was Royal Bank of Canada, an estimated $104M added.
- The largest Pembina Pipeline seller in Q3 2023 was Blackstone Inc, an estimated $74.5M sold.
Based on aggregated 13F filings for Q3 2023.