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PBF Energy

370 hedge funds and large institutions have $4.57B invested in PBF Energy in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 141 increasing their positions, 133 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $199M | Put options by funds: $83.5M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more capital invested

Capital invested by funds: $4.22B → $4.57B (+$347M)

3% more funds holding

Funds holding: 358370 (+12)

2.92% more ownership

Funds ownership: 78.8%81.71% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 133

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
141
Reduced
133
Closed
47
Calls
$199M
Puts
$83.5M
Net Calls
+$115M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dupont Capital Management
Delaware
$482K -$2.86K -68 -0.6%
EF
227
Empirical Finance
Pennsylvania
$478K
IAN
228
Integrated Advisors Network
Texas
$477K +$464K +11,006 New
FIA
229
FNY Investment Advisers
New York
$476K +$463K +11,000 New
CAN
230
Cetera Advisor Networks
California
$459K +$202K +4,801 +83%
SAM
231
Securian Asset Management
Minnesota
$451K -$4.21K -100 -1%
QIM
232
Quantitative Investment Management
Virginia
$446K -$131K -3,121 -23%
NA
233
NewEdge Advisors
Louisiana
$446K -$1.69K -40 -0.4%
FC
234
FORA Capital
Florida
$445K +$432K +10,257 New
SFA
235
Sequoia Financial Advisors
Ohio
$443K -$16.8K -400 -4%
UAML
236
US Asset Management LLC
Pennsylvania
$442K -$282K -6,686 -40%
Robeco Institutional Asset Management
237
Robeco Institutional Asset Management
Netherlands
$438K
CIP
238
Convergence Investment Partners
Florida
$431K +$51.5K +1,224 +14%
MGIA
239
Moneta Group Investment Advisors
Missouri
$430K +$17.1K +405 +4%
KI
240
Kapitalo Investimentos
Brazil
$419K +$407K +9,666 New
AI
241
AdvisorShares Investments
Maryland
$412K +$400K +9,495 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$410K +$36.9K +877 +10%
CGH
243
Crossmark Global Holdings
Texas
$400K +$6.15K +146 +2%
Franklin Resources
244
Franklin Resources
California
$397K -$34.9K -829 -8%
Axa
245
Axa
France
$390K -$3.22M -76,400 -89%
MC
246
Maverick Capital
Texas
$361K +$350K +8,318 New
TCA
247
Tortoise Capital Advisors
Kansas
$359K
PAG
248
Private Advisor Group
New Jersey
$356K -$231K -5,484 -40%
BFG
249
Bleakley Financial Group
New Jersey
$351K +$39.6K +941 +13%
SS
250
Simplicity Solutions
Minnesota
$351K +$341K +8,097 New

PBF Hedge Fund Activity: Q1 2023 in Review

370 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q1 2023, worth a combined $4.57B — up 8.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PBF positions and 47 closed out — a net gain of 14 holders — while 141 added to existing stakes and 133 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $38.8M. The largest seller was Deutsche Bank, cutting an estimated $159M.

  • 370 institutional investors held PBF Energy (PBF) as of Q1 2023, up from 358 in Q4 2022.
  • Funds reported $4.57B of PBF Energy stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 61 funds opened new PBF Energy positions in Q1 2023 and 47 closed out, a net change of +14 holders.
  • The largest PBF Energy buyer in Q1 2023 was JP Morgan Chase, an estimated $38.8M added.
  • The largest PBF Energy seller in Q1 2023 was Deutsche Bank, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2023.