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PBF Energy

212 hedge funds and large institutions have $2.32B invested in PBF Energy in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 75

4.14% more ownership

Funds ownership: 101.17%105.31% (+4.1%)

7% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $21.6M

1% less capital invested

Capital invested by funds: $2.35B → $2.32B (-$27.9M)

9% less funds holding

Funds holding: 233212 (-21)

31% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 61

Holders
212
Holders Change
-21
Holders Change %
-9.01%
% of All Funds
5.66%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
83
Reduced
75
Closed
61
Calls
$23.2M
Puts
$21.6M
Net Calls
+$1.58M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1
Baupost Group
Massachusetts
$356M +$114M +5,083,000 +48%
JP Morgan Chase
2
JP Morgan Chase
New York
$248M +$59M +2,626,728 +32%
Vanguard Group
3
Vanguard Group
Pennsylvania
$200M -$27M -1,202,191 -12%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M +$371K +16,500 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$117M -$1.25M -55,828 -1%
SCM
6
Snow Capital Management
Pennsylvania
$81.2M +$14.2M +629,957 +21%
State Street
7
State Street
Massachusetts
$77.9M +$16.2M +719,937 +26%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$69.4M -$498K -22,184 -0.7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$59.6M +$3.45M +153,601 +6%
BIT
10
BlackRock Institutional Trust
California
$56.1M +$667K +29,692 +1%
Norges Bank
11
Norges Bank
Norway
$40.6M +$8.71M +387,525 +26%
Prudential Financial
12
Prudential Financial
New Jersey
$36.5M +$2.93M +130,400 +9%
First Trust Advisors
13
First Trust Advisors
Illinois
$29.6M +$10.2M +454,752 +53%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.6M -$1.3M -58,063 -4%
SCM
15
Steadfast Capital Management
New York
$28.1M -$6.17M -274,411 -18%
Bank of America
16
Bank of America
North Carolina
$28M +$6.55M +291,379 +31%
BFA
17
BlackRock Fund Advisors
California
$27.4M +$635K +28,262 +2%
Goldman Sachs
18
Goldman Sachs
New York
$27M -$6.38M -284,009 -19%
Federated Hermes
19
Federated Hermes
Pennsylvania
$24.6M -$299K -13,322 -1%
LSV Asset Management
20
LSV Asset Management
Illinois
$24.2M +$791K +35,200 +3%
PPA
21
Parametric Portfolio Associates
Washington
$23M -$113K -5,048 -0.5%
PP
22
Prudential plc
United Kingdom
$20.5M +$4.22M +188,000 +26%
TC
23
Towle & Co
Colorado
$20.5M +$3.16M +140,680 +18%
DIA
24
Denver Investment Advisors
Colorado
$19.4M +$19.3M +857,196 New
Wells Fargo
25
Wells Fargo
California
$18.5M +$401K +17,840 +2%

PBF Hedge Fund Activity: Q3 2016 in Review

212 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q3 2016, worth a combined $2.32B — down 1.2% from $2.35B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of PBF and 42 opened new positions — a net loss of 19 holders — while 75 trimmed existing stakes and 83 added.

The largest buyer was Baupost Group, adding an estimated $114M. The largest seller was KGH Ltd, exiting entirely with an estimated $46.3M sold.

  • 212 institutional investors held PBF Energy (PBF) as of Q3 2016, down from 233 in Q2 2016.
  • Funds reported $2.32B of PBF Energy stock for Q3 2016, down 1.2% quarter-over-quarter.
  • 42 funds opened new PBF Energy positions in Q3 2016 and 61 closed out, a net change of -19 holders.
  • The largest PBF Energy buyer in Q3 2016 was Baupost Group, an estimated $114M added.
  • The largest PBF Energy seller in Q3 2016 was KGH Ltd, an estimated $46.3M sold.

Based on aggregated 13F filings for Q3 2016.