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PBF Energy

385 hedge funds and large institutions have $5.33B invested in PBF Energy in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 113 increasing their positions, 158 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

77% more call options, than puts

Call options by funds: $299M | Put options by funds: $169M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more capital invested

Capital invested by funds: $4.06B → $5.33B (+$1.27B)

11% more funds holding

Funds holding: 348385 (+37)

1.36% more ownership

Funds ownership: 79.02%80.38% (+1.4%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 158

Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
79
Increased
113
Reduced
158
Closed
38
Calls
$299M
Puts
$169M
Net Calls
+$131M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
326
Sound Income Strategies
Florida
$66.1K
FFA
327
Farther Finance Advisors
California
$65.6K +$714 +15 +1%
LC
328
Lindbrook Capital
California
$55.3K -$619 -13 -1%
MAM
329
Meeder Asset Management
Ohio
$51.1K +$15.3K +321 +51%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$43.3K +$11K +230 +40%
EWA
331
EverSource Wealth Advisors
Alabama
$41.3K +$429 +9 +1%
IPW
332
Impact Partnership Wealth
Georgia
$40.4K -$1.09M -22,808 -97%
PA
333
Parallel Advisors
California
$40.2K +$2.67K +56 +8%
GCM
334
Gladius Capital Management
Illinois
$38.9K -$7.14K -150 -17%
BAM
335
Byrne Asset Management
New Jersey
$35K -$38.1K -800 Closed
WIM
336
Westside Investment Management
California
$32.1K
WTC
337
WhitTier Trust Company
Nevada
$30.5K
DMBA
338
Deseret Mutual Benefit Administrators
Utah
$29.3K -$10.1K -213 -28%
UFF
339
USA Financial Formulas
Michigan
$28.1K
CBT
340
CoreFirst Bank & Trust
Kansas
$26.2K
AF
341
Allworth Financial
California
$24.9K +$1.52K +32 +7%
KFI
342
Key Financial Inc
Pennsylvania
$24.6K +$48 +1 +0.2%
VCM
343
Versant Capital Management
Arizona
$22.8K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$20K +$238 +5 +1%
GRP
345
Global Retirement Partners
California
$17.9K +$8.33K +175 +80%
VAG
346
VisionPoint Advisory Group
Texas
$17.4K +$15.5K +325 New
WT
347
Whittier Trust
California
$16.6K -$48 -1 -0.3%
FCMT
348
Founders Capital Management (Texas)
Texas
$16.1K
Barrow, Hanley, Mewhinney & Strauss
349
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.1K -$619 -13 -4%
CAL
350
Capital Advisors Ltd
Ohio
$15K

PBF Hedge Fund Activity: Q3 2023 in Review

385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q3 2023, worth a combined $5.33B — up 31% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBF positions and 38 closed out — a net gain of 41 holders — while 113 added to existing stakes and 158 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $60.8M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $60M sold.

  • 385 institutional investors held PBF Energy (PBF) as of Q3 2023, up from 348 in Q2 2023.
  • Funds reported $5.33B of PBF Energy stock for Q3 2023, up 31% quarter-over-quarter.
  • 79 funds opened new PBF Energy positions in Q3 2023 and 38 closed out, a net change of +41 holders.
  • The largest PBF Energy buyer in Q3 2023 was Goldman Sachs, an estimated $60.8M added.
  • The largest PBF Energy seller in Q3 2023 was Balyasny Asset Management, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2023.