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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
NFSG
351
Newbridge Financial Services Group
Florida
$14.2K +$12.6K +265 New
LFA
352
LGT Financial Advisors
Texas
$13.2K +$11.7K +246 New
NSIM
353
North Star Investment Management
Illinois
$11.2K
WOC
354
West Oak Capital
California
$11K
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$10K +$619 +13 +7%
C
356
Covestor
United Kingdom
$10K -$48 -1 -0.5%
IA
357
IFP Advisors
Florida
$9.53K -$2.19K -46 -21%
HI
358
Harbour Investments
Wisconsin
$8.3K
WAS
359
Winch Advisory Services
Wisconsin
$7K +$48 +1 +0.8%
APW
360
Atlantic Private Wealth
North Carolina
$5.79K
BIA
361
Bell Investment Advisors
California
$5.09K -$381 -8 -8%
Bessemer Group
362
Bessemer Group
New Jersey
$5K
SFG
363
Steward Financial Group
Texas
$5K +$4.52K +95 New
GWS
364
Glassman Wealth Services
Virginia
$4.87K -$95 -2 -2%
FHA
365
First Horizon Advisors
Tennessee
$4.39K -$6.14K -129 -61%
PTC
366
Private Trust Company
Ohio
$4.01K
BTI
367
Blue Trust Inc
Georgia
$4K -$4.29K -90 -49%
GWSG
368
GPS Wealth Strategies Group
Colorado
$3.94K +$48 +1 +1%
JWA
369
JFS Wealth Advisors
Pennsylvania
$3.91K +$1.67K +35 +92%
Fuller & Thaler Asset Management
370
Fuller & Thaler Asset Management
California
$3.32K
Mitsubishi UFJ Asset Management
371
Mitsubishi UFJ Asset Management
Japan
$3.27K +$2.9K +61 New
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$3.21K
HFM
373
Harvest Fund Management
China
$3K -$5.05K -106 -66%
EARNEST Partners
374
EARNEST Partners
Georgia
$2.89K
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$2.41K -$238 -5 -10%

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.