We are live on ! Find out more
PBF icon

PBF Energy

320 hedge funds and large institutions have $2.33B invested in PBF Energy in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $81M | Put options by funds: $54.4M

0.3% more ownership

Funds ownership: 76%76.3% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 341320 (-21)

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

15% less capital invested

Capital invested by funds: $2.76B → $2.33B (-$423M)

27% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 64

Holders
320
Holders Change
-21
Holders Change %
-6.16%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
113
Reduced
132
Closed
64
Calls
$81M
Puts
$54.4M
Net Calls
+$26.6M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$37K +$639 +21 +2%
CIAM
252
Caitong International Asset Management
Hong Kong
$36.3K +$41.6K +1,368 New
IA
253
IFP Advisors
Florida
$36K -$2.83K -93 -6%
PA
254
Parallel Advisors
California
$35.8K +$11.9K +391 +41%
QC
255
Quent Capital
New York
$34.8K
HWM
256
Hemington Wealth Management
Virginia
$34K +$852 +28 +2%
SIS
257
Sound Income Strategies
Florida
$32.8K
FFO
258
Fortitude Family Office
Arizona
$30.9K +$32.1K +1,056 +969%
AG
259
AmeriFlex Group
Nevada
$24.3K +$25.3K +831 New
SAM
260
Smartleaf Asset Management
Massachusetts
$24K +$13.1K +432 +86%
LC
261
Lindbrook Capital
California
$23.5K -$8.89K -292 -25%
Acadian Asset Management
262
Acadian Asset Management
Massachusetts
$23K -$496K -16,286 -95%
GI
263
GAMMA Investing
California
$21K +$8.89K +292 +59%
DMBA
264
Deseret Mutual Benefit Administrators
Utah
$18.7K +$8.64K +284 +67%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$17.8K +$18.1K +594 +974%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$17K -$9.65K -317 -33%
AF
267
Allworth Financial
California
$16.5K +$2.31K +76 +16%
WTC
268
WhitTier Trust Company
Nevada
$15.1K
Barrow, Hanley, Mewhinney & Strauss
269
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.9K +$1.86K +61 +13%
RS
270
R Squared
Hong Kong
$13.8K +$15.8K +520 New
UB
271
UMB Bank
Missouri
$13.1K +$5.81K +191 +63%
CBT
272
CoreFirst Bank & Trust
Kansas
$13K
RA
273
Rise Advisors
New York
$12.7K +$152 +5 +1%
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$12.7K +$2.89K +95 +25%
WIM
275
Westside Investment Management
California
$11.2K -$5.48K -180 -30%

PBF Hedge Fund Activity: Q4 2024 in Review

320 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q4 2024, worth a combined $2.33B — down 15% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of PBF and 47 opened new positions — a net loss of 17 holders — while 132 trimmed existing stakes and 113 added.

The largest buyer was Goldman Sachs, adding an estimated $85.1M. The largest seller was Voloridge Investment Management, cutting an estimated $32.6M.

  • 320 institutional investors held PBF Energy (PBF) as of Q4 2024, down from 341 in Q3 2024.
  • Funds reported $2.33B of PBF Energy stock for Q4 2024, down 15% quarter-over-quarter.
  • 47 funds opened new PBF Energy positions in Q4 2024 and 64 closed out, a net change of -17 holders.
  • The largest PBF Energy buyer in Q4 2024 was Goldman Sachs, an estimated $85.1M added.
  • The largest PBF Energy seller in Q4 2024 was Voloridge Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2024.