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PBF Energy

391 hedge funds and large institutions have $4.3B invested in PBF Energy in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $106M | Put options by funds: $83.1M

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

2% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 141

0% more funds holding

Funds holding: 390391 (+1)

4.18% less ownership

Funds ownership: 82.93%78.74% (-4.2%)

25% less capital invested

Capital invested by funds: $5.71B → $4.3B (-$1.41B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
391
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
63
Increased
144
Reduced
141
Closed
57
Calls
$106M
Puts
$83.1M
Net Calls
+$22.5M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
351
Winch Advisory Services
Wisconsin
$6.17K +$51 +1 +0.8%
RFS
352
Richardson Financial Services
Massachusetts
$5.8K +$6.45K +126 New
APW
353
Atlantic Private Wealth
North Carolina
$5.05K +$51 +1 +0.9%
HI
354
Harbour Investments
Wisconsin
$4.6K -$2.82K -55 -35%
BIA
355
Bell Investment Advisors
California
$4.51K -$410 -8 -8%
CAM
356
Creekmur Asset Management
Illinois
$4.42K +$461 +9 +10%
NFSG
357
Newbridge Financial Services Group
Florida
$4.37K
ATPW
358
Ashton Thomas Private Wealth
Arizona
$4.37K +$4.86K +95 New
Bessemer Group
359
Bessemer Group
New Jersey
$4K
GWSG
360
GPS Wealth Strategies Group
Colorado
$3.44K +$51 +1 +1%
CFGS
361
Concourse Financial Group Securities
Alabama
$3.31K +$3.69K +72 New
JWA
362
JFS Wealth Advisors
Pennsylvania
$3.18K
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$2.99K +$666 +13 +25%
S
364
Sachetta
Massachusetts
$2.98K +$768 +15 +26%
RS
365
Rakuten Securities
Japan
$2.9K +$1.02K +20 +47%
Mitsubishi UFJ Asset Management
366
Mitsubishi UFJ Asset Management
Japan
$2.81K
CFB
367
Cullen/Frost Bankers
Texas
$2.62K +$2.92K +57 New
FNWA
368
Financial Network Wealth Advisors
Utah
$2.14K +$2.35K +46 New
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2.07K
UB
370
UMB Bank
Missouri
$2.02K +$819 +16 +57%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$1.89K
PO
372
Private Ocean
California
$1.75K
Fuller & Thaler Asset Management
373
Fuller & Thaler Asset Management
California
$1.61K
SIC
374
SJS Investment Consulting
Ohio
$1.43K
BGAI
375
Bruce G. Allen Investments
Colorado
$1.15K +$768 +15 +150%

PBF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q2 2024, worth a combined $4.3B — down 25% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PBF positions and 57 closed out — a net gain of 6 holders — while 144 added to existing stakes and 141 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $30.8M. The largest seller was Arrowstreet Capital, cutting an estimated $115M.

  • 391 institutional investors held PBF Energy (PBF) as of Q2 2024, up from 390 in Q1 2024.
  • Funds reported $4.3B of PBF Energy stock for Q2 2024, down 25% quarter-over-quarter.
  • 63 funds opened new PBF Energy positions in Q2 2024 and 57 closed out, a net change of +6 holders.
  • The largest PBF Energy buyer in Q2 2024 was AssetMark Inc, an estimated $30.8M added.
  • The largest PBF Energy seller in Q2 2024 was Arrowstreet Capital, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2024.