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PBF Energy

225 hedge funds and large institutions have $2.96B invested in PBF Energy in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

27% more capital invested

Capital invested by funds: $2.34B → $2.96B (+$628M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 206225 (+19)

2.88% less ownership

Funds ownership: 104.2%101.32% (-2.9%)

10% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $5.97M

Holders
225
Holders Change
+19
Holders Change %
+9.22%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
46
Increased
87
Reduced
65
Closed
26
Calls
$5.37M
Puts
$5.97M
Net Calls
-$605K
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1
Baupost Group
Massachusetts
$294M
JP Morgan Chase
2
JP Morgan Chase
New York
$230M +$6.21M +213,865 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$204M +$22.7M +782,892 +15%
Select Equity Group
4
Select Equity Group
New York
$159M -$378K -13,029 -0.3%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$142M -$10.9M -374,352 -8%
SCM
6
Snow Capital Management
Pennsylvania
$128M -$3.38M -116,329 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$120M +$40.5M +1,397,179 +65%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$112M +$62.2M +2,144,678 +184%
BRC
9
Blue Ridge Capital
New York
$107M
SFM
10
Systematic Financial Management
New Jersey
$101M -$13.9M -480,154 -14%
KL
11
KGH Ltd
Bahamas
$68.9M +$16.5M +569,158 +39%
BIT
12
BlackRock Institutional Trust
California
$67.8M +$1.44M +49,736 +3%
ACM
13
Addison Clark Management
Connecticut
$59.5M -$14.1M -486,841 -22%
State Street
14
State Street
Massachusetts
$58.5M +$7.25M +249,800 +17%
AL
15
AJO LP
Pennsylvania
$54.8M +$46.3M +1,596,610 +8,064%
RFC
16
Russell Frank Company
Washington
$50.3M +$8.7M +299,693 +25%
TSW
17
Thompson Siegel & Walmsley
Virginia
$34M -$4.9M -168,788 -14%
BFA
18
BlackRock Fund Advisors
California
$32.6M +$2.6M +89,459 +10%
Goldman Sachs
19
Goldman Sachs
New York
$31.4M -$1.18M -40,705 -4%
Comerica Bank
20
Comerica Bank
Texas
$30.9M -$28.7M -988,040 -52%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$29.4M +$17.9M +618,000 +249%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$29.3M +$1.38M +47,445 +6%
AAM
23
Advisors Asset Management
Colorado
$26.5M +$4.43M +152,760 +24%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$26.1M +$3.78M +130,259 +20%
Norges Bank
25
Norges Bank
Norway
$25.3M +$2.5M +86,311 +13%

PBF Hedge Fund Activity: Q1 2015 in Review

225 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q1 2015, worth a combined $2.96B — up 27% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PBF positions and 26 closed out — a net gain of 20 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $62.2M. The largest seller was Blackstone Inc, exiting entirely with an estimated $85.5M sold.

  • 225 institutional investors held PBF Energy (PBF) as of Q1 2015, up from 206 in Q4 2014.
  • Funds reported $2.96B of PBF Energy stock for Q1 2015, up 27% quarter-over-quarter.
  • 46 funds opened new PBF Energy positions in Q1 2015 and 26 closed out, a net change of +20 holders.
  • The largest PBF Energy buyer in Q1 2015 was Acadian Asset Management, an estimated $62.2M added.
  • The largest PBF Energy seller in Q1 2015 was Blackstone Inc, an estimated $85.5M sold.

Based on aggregated 13F filings for Q1 2015.