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PBF Energy

196 hedge funds and large institutions have $3.36B invested in PBF Energy in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $18.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48% more capital invested

Capital invested by funds: $2.27B → $3.36B (+$1.1B)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

2.21% less ownership

Funds ownership: 100.18%97.97% (-2.2%)

10% less funds holding

Funds holding: 218196 (-22)

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
5.69%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
27
Increased
76
Reduced
77
Closed
48
Calls
$46.4M
Puts
$18.3M
Net Calls
+$28.1M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.29B +$1.42M +53,791 New
BG
2
Baupost Group
Massachusetts
$171M +$40.9M +1,550,132 +28%
JP Morgan Chase
3
JP Morgan Chase
New York
$151M -$4.93M -186,969 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$124M -$156K -5,903 -0.1%
Select Equity Group
5
Select Equity Group
New York
$98.6M
SFM
6
Systematic Financial Management
New Jersey
$96.2M +$11.5M +435,120 +12%
SCM
7
Snow Capital Management
Pennsylvania
$84.6M +$10.1M +381,887 +12%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$81.6M +$18.8M +713,986 +27%
Blackstone Inc
9
Blackstone Inc
New York
$77.1M
BRC
10
Blue Ridge Capital
New York
$75.8M
Millennium Management
11
Millennium Management
New York
$63.7M +$20.3M +769,939 +41%
ACM
12
Addison Clark Management
Connecticut
$60.4M +$14.6M +553,278 +28%
BIT
13
BlackRock Institutional Trust
California
$59.6M -$10.9M -414,912 -14%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$44.7M +$49.1M +1,861,800 New
Goldman Sachs
15
Goldman Sachs
New York
$38.6M +$25.1M +952,141 +145%
State Street
16
State Street
Massachusetts
$38.3M +$8.64M +327,741 +26%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$36.6M +$9.24M +350,689 +30%
SPC
18
Slate Path Capital
New York
$34.1M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$33.5M +$33.1M +1,254,661 +892%
TSW
20
Thompson Siegel & Walmsley
Virginia
$28.2M +$1.28M +48,735 +4%
Morgan Stanley
21
Morgan Stanley
New York
$23.7M -$10.1M -384,237 -28%
Comerica Bank
22
Comerica Bank
Texas
$22.6M -$140K -5,318 -0.6%
NM
23
Nokota Management
New York
$22M +$5.27M +200,000 +28%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$20.9M -$22.5M -854,686 -50%
RFC
25
Russell Frank Company
Washington
$20.6M -$9.16M -347,681 -29%

PBF Hedge Fund Activity: Q3 2014 in Review

196 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q3 2014, worth a combined $3.36B — up 48% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBF and 27 opened new positions — a net loss of 21 holders — while 77 trimmed existing stakes and 76 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $49.1M. The largest seller was Herndon Capital Management, exiting entirely with an estimated $66.6M sold.

  • 196 institutional investors held PBF Energy (PBF) as of Q3 2014, down from 218 in Q2 2014.
  • Funds reported $3.36B of PBF Energy stock for Q3 2014, up 48% quarter-over-quarter.
  • 27 funds opened new PBF Energy positions in Q3 2014 and 48 closed out, a net change of -21 holders.
  • The largest PBF Energy buyer in Q3 2014 was Point72 Asset Management, an estimated $49.1M added.
  • The largest PBF Energy seller in Q3 2014 was Herndon Capital Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2014.