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PBF Energy

233 hedge funds and large institutions have $2.35B invested in PBF Energy in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

1.87% less ownership

Funds ownership: 103.05%101.17% (-1.9%)

5% less funds holding

Funds holding: 246233 (-13)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

29% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $29.8M

29% less capital invested

Capital invested by funds: $3.32B → $2.35B (-$973M)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
233
Holders Change
-13
Holders Change %
-5.28%
% of All Funds
6.22%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
38
Increased
100
Reduced
77
Closed
48
Calls
$21.3M
Puts
$29.8M
Net Calls
-$8.56M
Net Calls Change
-$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1
Baupost Group
Massachusetts
$253M
Vanguard Group
2
Vanguard Group
Pennsylvania
$239M -$8.64M -300,442 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$198M +$15.2M +530,076 +7%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$164M +$16.8M +583,670 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$124M +$6.33M +219,973 +4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$73.4M +$34.3M +1,192,834 +63%
SCM
7
Snow Capital Management
Pennsylvania
$70.3M +$12.7M +441,277 +18%
State Street
8
State Street
Massachusetts
$64.7M +$15.6M +543,630 +25%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$58.9M +$3.28M +114,167 +5%
BIT
10
BlackRock Institutional Trust
California
$58.3M +$1.18M +41,108 +2%
KL
11
KGH Ltd
Bahamas
$48.9M -$3.32M -115,534 -5%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$42.3M -$32.9M -1,144,799 -39%
SCM
13
Steadfast Capital Management
New York
$36M -$5.94M -206,407 -12%
Norges Bank
14
Norges Bank
Norway
$35.4M +$4.97M +172,831 +13%
Prudential Financial
15
Prudential Financial
New Jersey
$35.3M +$35.4M +1,232,654 +491%
Goldman Sachs
16
Goldman Sachs
New York
$35.1M -$18.1M -628,389 -30%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$31.4M -$764K -26,575 -2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$31.4M -$5.01M -174,085 -12%
BFA
19
BlackRock Fund Advisors
California
$28.1M +$1.19M +41,412 +4%
Federated Hermes
20
Federated Hermes
Pennsylvania
$26.1M -$3.8M -131,994 -11%
Millennium Management
21
Millennium Management
New York
$25.1M +$2.1M +72,877 +7%
LSV Asset Management
22
LSV Asset Management
Illinois
$24.6M -$46K -1,600 -0.2%
PPA
23
Parametric Portfolio Associates
Washington
$24.3M -$9.11M -316,815 -24%
Bank of America
24
Bank of America
North Carolina
$22.5M +$2.58M +89,659 +10%
ACA
25
Anchor Capital Advisors
Massachusetts
$20.6M +$24.9M +866,154 New

PBF Hedge Fund Activity: Q2 2016 in Review

233 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q2 2016, worth a combined $2.35B — down 29% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBF and 38 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 100 added.

The largest buyer was Prudential Financial, adding an estimated $35.4M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $123M sold.

  • 233 institutional investors held PBF Energy (PBF) as of Q2 2016, down from 246 in Q1 2016.
  • Funds reported $2.35B of PBF Energy stock for Q2 2016, down 29% quarter-over-quarter.
  • 38 funds opened new PBF Energy positions in Q2 2016 and 48 closed out, a net change of -10 holders.
  • The largest PBF Energy buyer in Q2 2016 was Prudential Financial, an estimated $35.4M added.
  • The largest PBF Energy seller in Q2 2016 was Acadian Asset Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2016.