PBF Energy
395 hedge funds and large institutions have $4.51B invested in PBF Energy in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 152 reducing their positions, and 64 closing their positions.
105% more call options, than puts
Call options by funds: $185M | Put options by funds: $90.3M
20% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 64
3.62% more ownership
Funds ownership: 80.38% → 83.99% (+3.6%)
3% more funds holding
Funds holding: 385 → 395 (+10)
15% less capital invested
Capital invested by funds: $5.33B → $4.51B (-$818M)
23% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 152
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$89.5M |
| 2 |
BlackRock
New York
|
+$67.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$51.7M |
| 4 |
Two Sigma Investments
New York
|
+$38.4M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$38.7M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$35.4M |
| 3 |
SCM
SIR Capital Management
New York
|
-$23M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$20.4M |
| 5 |
Bank of New York Mellon
New York
|
-$19.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFFS
451
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$107K | -2,000 | Closed |
|
|
HT
452
Headlands Technologies
Chicago,
Illinois
| – | -$101K | -1,893 | Closed |
|
453
Parallax Volatility Advisers
San Francisco,
California
| – | -$88.6K | -1,656 | Closed |
|
|
MAM
454
Meeder Asset Management
Dublin,
Ohio
| – | -$51.1K | -955 | Closed |
|
|
UFF
455
USA Financial Formulas
Ada,
Michigan
| – | -$28.1K | -525 | Closed |
|
|
VAG
456
VisionPoint Advisory Group
Dallas,
Texas
| – | -$17.4K | -325 | Closed |
|
457
EARNEST Partners
Atlanta,
Georgia
| – | -$2.89K | -54 | Closed |
|
|
HFM
458
Harvest Fund Management
Beijing,
China
| – | -$2.45K | -54 | Closed |
|
|
AW
459
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -27 | Closed |
|
PBF Hedge Fund Activity: Q4 2023 in Review
395 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q4 2023, worth a combined $4.51B — down 15% from $5.33B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new PBF positions and 64 closed out — a net gain of 13 holders — while 117 added to existing stakes and 152 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $89.5M. The largest seller was Goldman Sachs, cutting an estimated $38.7M.
- 395 institutional investors held PBF Energy (PBF) as of Q4 2023, up from 385 in Q3 2023.
- Funds reported $4.51B of PBF Energy stock for Q4 2023, down 15% quarter-over-quarter.
- 77 funds opened new PBF Energy positions in Q4 2023 and 64 closed out, a net change of +13 holders.
- The largest PBF Energy buyer in Q4 2023 was Morgan Stanley, an estimated $89.5M added.
- The largest PBF Energy seller in Q4 2023 was Goldman Sachs, an estimated $38.7M sold.
Based on aggregated 13F filings for Q4 2023.