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PBF Energy

218 hedge funds and large institutions have $2.27B invested in PBF Energy in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 95 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $99.1M | Put options by funds: $15.8M

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

132% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 41

28% more funds holding

Funds holding: 170218 (+48)

4% less capital invested

Capital invested by funds: $2.37B → $2.27B (-$99.3M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

67.31% less ownership

Funds ownership: 167.49%100.18% (-67%)

Holders
218
Holders Change
+48
Holders Change %
+28.24%
% of All Funds
6.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
70
Increased
95
Reduced
41
Closed
22
Calls
$99.1M
Puts
$15.8M
Net Calls
+$83.3M
Net Calls Change
+$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$172M -$13.6M -459,301 -7%
BG
2
Baupost Group
Massachusetts
$149M +$5.29M +178,680 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M +$37.7M +1,275,035 +33%
Select Equity Group
4
Select Equity Group
New York
$110M +$33.4M +1,130,023 +38%
SFM
5
Systematic Financial Management
New Jersey
$95.3M -$38.8M -1,311,532 -27%
Blackstone Inc
6
Blackstone Inc
New York
$85.6M -$449M -15,191,339 -83%
SCM
7
Snow Capital Management
Pennsylvania
$83.8M +$838K +28,325 +0.9%
BIT
8
BlackRock Institutional Trust
California
$77.3M +$48.8M +1,649,242 +132%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$71.6M +$36.1M +1,219,926 +83%
HCM
10
Herndon Capital Management
Georgia
$66.6M +$74M +2,500,825 New
ACM
11
Addison Clark Management
Connecticut
$52.4M +$33M +1,114,906 +131%
Millennium Management
12
Millennium Management
New York
$50.2M +$46.7M +1,579,130 +518%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$46M -$31.1M -1,052,341 -38%
AWG
14
Alpha Wave Global
New York
$40M +$44.4M +1,500,000 New
SPC
15
Slate Path Capital
New York
$37.8M
Morgan Stanley
16
Morgan Stanley
New York
$36.6M +$11.6M +393,060 +40%
Norges Bank
17
Norges Bank
Norway
$35.2M +$39M +1,319,904 New
State Street
18
State Street
Massachusetts
$33.8M +$13.2M +445,736 +54%
RFC
19
Russell Frank Company
Washington
$32.1M +$6.15M +208,011 +21%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$31.3M -$2.67M -90,187 -7%
TSW
21
Thompson Siegel & Walmsley
Virginia
$30M +$33.3M +1,124,839 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$26M -$26.4M -894,115 -48%
Comerica Bank
23
Comerica Bank
Texas
$25.2M +$26.1M +883,286 +1,383%
Deutsche Bank
24
Deutsche Bank
Germany
$22.6M +$23.8M +806,122 +1,954%
BA
25
BlackRock Advisors
Delaware
$22.1M -$21.1M -714,344 -46%

PBF Hedge Fund Activity: Q2 2014 in Review

218 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q2 2014, worth a combined $2.27B — down 4.2% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new PBF positions and 22 closed out — a net gain of 48 holders — while 95 added to existing stakes and 41 trimmed.

The largest buyer was Herndon Capital Management, opening a new position worth an estimated $74M. The largest seller was Blackstone Inc, cutting an estimated $449M.

  • 218 institutional investors held PBF Energy (PBF) as of Q2 2014, up from 170 in Q1 2014.
  • Funds reported $2.27B of PBF Energy stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 70 funds opened new PBF Energy positions in Q2 2014 and 22 closed out, a net change of +48 holders.
  • The largest PBF Energy buyer in Q2 2014 was Herndon Capital Management, an estimated $74M added.
  • The largest PBF Energy seller in Q2 2014 was Blackstone Inc, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2014.