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PBF Energy

358 hedge funds and large institutions have $4.22B invested in PBF Energy in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 136 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 43

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

12% more funds holding

Funds holding: 320358 (+38)

10% more call options, than puts

Call options by funds: $137M | Put options by funds: $124M

7% more capital invested

Capital invested by funds: $3.95B → $4.22B (+$272M)

10% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 136

13.3% less ownership

Funds ownership: 92.1%78.8% (-13%)

Holders
358
Holders Change
+38
Holders Change %
+11.88%
% of All Funds
5.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
83
Increased
122
Reduced
136
Closed
43
Calls
$137M
Puts
$124M
Net Calls
+$12.8M
Net Calls Change
-$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
ALPS Advisors
Colorado
$409K -$2.33K -56 -0.6%
Franklin Resources
227
Franklin Resources
California
$408K +$20.5K +494 +5%
MGIA
228
Moneta Group Investment Advisors
Missouri
$400K +$396K +9,515 New
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$394K +$402K +9,659 New
SAM
230
Shell Asset Management
Netherlands
$389K -$94.3K -2,268 -19%
MCM
231
MAI Capital Management
Ohio
$379K +$386K +9,296 New
OTPPB
232
Ontario Teachers' Pension Plan Board
Ontario, Canada
$375K +$382K +9,187 New
CGH
233
Crossmark Global Holdings
Texas
$370K -$9.64K -232 -2%
Lazard Asset Management
234
Lazard Asset Management
New York
$367K +$335K +8,053 +841%
CIP
235
Convergence Investment Partners
Florida
$356K -$68.2K -1,641 -16%
Stifel Financial
236
Stifel Financial
Missouri
$353K +$74.3K +1,788 +26%
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
$350K -$262K -6,307 -42%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$349K -$16.8K -403 -4%
E
239
Ergoteles
New York
$343K -$1.08M -26,065 -75%
WS
240
Wedbush Securities
California
$340K -$7.48K -180 -2%
TCA
241
Tortoise Capital Advisors
Kansas
$337K +$344K +8,275 New
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$327K +$333K +8,020 New
NIMC
243
Nierenberg Investment Management Company
Washington
$308K -$27.9K -670 -8%
WCM
244
Wedge Capital Management
North Carolina
$305K +$72.6K +1,747 +31%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$294K +$10.4K +251 +4%
BFG
246
Bleakley Financial Group
New Jersey
$292K +$297K +7,156 New
VCA
247
Verdence Capital Advisors
Maryland
$278K +$4.28K +103 +2%
CI Investments Inc
248
CI Investments Inc
Ontario, Canada
$277K -$14.6K -352 -5%
US Bancorp
249
US Bancorp
Minnesota
$277K +$35K +842 +14%
CG
250
Cutler Group
California
$269K +$190K +4,566 +223%

PBF Hedge Fund Activity: Q4 2022 in Review

358 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q4 2022, worth a combined $4.22B — up 6.9% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PBF positions and 43 closed out — a net gain of 40 holders — while 122 added to existing stakes and 136 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $101M. The largest seller was BlackRock, cutting an estimated $199M.

  • 358 institutional investors held PBF Energy (PBF) as of Q4 2022, up from 320 in Q3 2022.
  • Funds reported $4.22B of PBF Energy stock for Q4 2022, up 6.9% quarter-over-quarter.
  • 83 funds opened new PBF Energy positions in Q4 2022 and 43 closed out, a net change of +40 holders.
  • The largest PBF Energy buyer in Q4 2022 was Deutsche Bank, an estimated $101M added.
  • The largest PBF Energy seller in Q4 2022 was BlackRock, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2022.