We are live on ! Find out more
PBF icon

PBF Energy

321 hedge funds and large institutions have $3.7B invested in PBF Energy in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $16.3M

6% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 121

0.72% more ownership

Funds ownership: 94.63%95.35% (+0.72%)

14% less funds holding

Funds holding: 372321 (-51)

34% less capital invested

Capital invested by funds: $5.64B → $3.7B (-$1.94B)

58% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 85

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
321
Holders Change
-51
Holders Change %
-13.71%
% of All Funds
7.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
36
Increased
128
Reduced
121
Closed
85
Calls
$26.8M
Puts
$16.3M
Net Calls
+$10.5M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M +$4.34M +107,678 +0.9%
BlackRock
2
BlackRock
New York
$354M +$18.5M +458,745 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$245M -$9.8M -243,023 -3%
AQR Capital Management
4
AQR Capital Management
Connecticut
$220M +$104M +2,583,432 +62%
JP Morgan Chase
5
JP Morgan Chase
New York
$193M -$6.49M -160,879 -3%
State Street
6
State Street
Massachusetts
$154M +$4.75M +117,758 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$140M -$967K -23,962 -0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$127M -$12.8M -317,203 -8%
Goldman Sachs
9
Goldman Sachs
New York
$91M +$18.6M +461,159 +20%
AL
10
AJO LP
Pennsylvania
$65.3M -$8.3M -205,701 -9%
Invesco
11
Invesco
Georgia
$58.9M +$3.23M +79,983 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$58.4M +$9.83M +243,762 +16%
Norges Bank
13
Norges Bank
Norway
$57.5M
APG Asset Management
14
APG Asset Management
Netherlands
$51.3M +$11.5M +284,800 +19%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$49.2M +$10.7M +265,200 +21%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$49M +$52.9M +1,311,225 +694%
Northern Trust
17
Northern Trust
Illinois
$44.3M +$1.09M +27,073 +2%
Prudential Financial
18
Prudential Financial
New Jersey
$40.4M +$17.3M +429,226 +53%
Renaissance Technologies
19
Renaissance Technologies
New York
$39.5M +$40.1M +993,100 +463%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$38.3M -$2.43M -60,296 -5%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$37.9M +$9.01M +223,319 +24%
Deutsche Bank
22
Deutsche Bank
Germany
$36M +$21M +519,469 +89%
Charles Schwab
23
Charles Schwab
California
$31.3M +$4.89M +121,313 +14%
Allianz Asset Management
24
Allianz Asset Management
Germany
$28.6M -$355K -8,803 -1%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$28.3M -$12.3M -303,965 -26%

PBF Hedge Fund Activity: Q4 2018 in Review

321 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q4 2018, worth a combined $3.7B — down 34% from $5.64B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of PBF and 36 opened new positions — a net loss of 49 holders — while 121 trimmed existing stakes and 128 added.

The largest buyer was AQR Capital Management, adding an estimated $104M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $72.2M sold.

  • 321 institutional investors held PBF Energy (PBF) as of Q4 2018, down from 372 in Q3 2018.
  • Funds reported $3.7B of PBF Energy stock for Q4 2018, down 34% quarter-over-quarter.
  • 36 funds opened new PBF Energy positions in Q4 2018 and 85 closed out, a net change of -49 holders.
  • The largest PBF Energy buyer in Q4 2018 was AQR Capital Management, an estimated $104M added.
  • The largest PBF Energy seller in Q4 2018 was Suvretta Capital Management, an estimated $72.2M sold.

Based on aggregated 13F filings for Q4 2018.