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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
WAM
326
Worth Asset Management
Texas
$5.75K +$5.86K +141 New
ME
327
McIlrath & Eck
Washington
$5.56K
QL
328
Quarry LP
New York
$5.34K +$5.45K +131 New
WAS
329
Winch Advisory Services
Wisconsin
$5K +$5.4K +130 New
PFG
330
Piershale Financial Group
Illinois
$4.08K +$4.16K +100 New
DWA
331
Delos Wealth Advisors
Texas
$4.04K +$4.12K +99 New
Fuller & Thaler Asset Management
332
Fuller & Thaler Asset Management
California
$4K -$3.87K -93 -46%
ST
333
Sageworth Trust
Pennsylvania
$4K
PTC
334
Private Trust Company
Ohio
$3K
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.04K +49 +163%
GRP
336
Global Retirement Partners
California
$2.85K
GWS
337
Glassman Wealth Services
Virginia
$2.81K
Barrow, Hanley, Mewhinney & Strauss
338
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.81K +$624 +15 +28%
USCWA
339
U.S. Capital Wealth Advisors
Texas
$2.69K +$2.74K +66 New
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$2.45K -$416 -10 -14%
SC
341
Schubert & Co
Texas
$2.41K +$208 +5 +9%
EARNEST Partners
342
EARNEST Partners
Georgia
$2.2K
JWA
343
JFS Wealth Advisors
Pennsylvania
$1.59K +$249 +6 +18%
BIA
344
Bell Investment Advisors
California
$1.47K +$416 +10 +38%
NA
345
NewEdge Advisors
Louisiana
$950 -$43.8K -1,054 -9%
SIC
346
SJS Investment Consulting
Ohio
$775 +$125 +3 +19%
DI
347
Disciplined Investments
Oklahoma
$652 +$166 +4 +33%
CA
348
CoreCap Advisors
Michigan
$612 +$624 +15 New
RFG
349
RFP Financial Group
Georgia
$571 +$582 +14 New
TWP
350
TFO Wealth Partners
Ohio
$507 +$416 +10 New

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.