We are live on ! Find out more
PBF icon

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
WA
401
Whitebox Advisors
Minnesota
-$1.02M -24,977 Closed
DTL
402
Dynamic Technology Lab
Singapore
-$874K -21,342 Closed
SFI
403
Susquehanna Fundamental Investments
Pennsylvania
-$650K -15,875 Closed
BMCM
404
Burns Matteson Capital Management
New York
-$614K -14,993 Closed
BHCM
405
Boulder Hill Capital Management
New York
-$524K -12,800 Closed
FRM
406
Fox Run Management
Connecticut
-$467K -11,409 Closed
DU
407
Delphia (USA)
Ontario, Canada
-$461K -11,266 Closed
MC
408
Maverick Capital
Texas
-$428K -10,454 Closed
BCM
409
Bayesian Capital Management
New York
-$381K -9,300 Closed
CAN
410
Cetera Advisor Networks
California
-$379K -9,269 Closed
MWPCG
411
Measured Wealth Private Client Group
New Hampshire
-$272K -6,636 Closed
Capstone Investment Advisors
412
Capstone Investment Advisors
New York
-$245K -5,990 Closed
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
-$233K -5,690 Closed
SOS
414
Silver Oak Securities
Tennessee
-$221K -5,400 Closed
SC
415
Shay Capital
New York
-$213K -5,191 Closed
VWA
416
Visionary Wealth Advisors
Illinois
-$205K -5,000 Closed
DCM
417
Dupont Capital Management
Delaware
-$185K -4,514 Closed
NICM
418
Neo Ivy Capital Management
New York
-$169K -4,131 Closed
WAM
419
Worth Asset Management
Texas
-$5.83K -142 Closed
ME
420
McIlrath & Eck
Washington
-$5.64K -138 Closed
FGAM
421
Financial Gravity Asset Management
Texas
-$244 -41 Closed
DI
422
Disciplined Investments
Oklahoma
-$614 -15 Closed
2L
423
25 LLC
Missouri
-$570 -14 Closed

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.