PBF Energy
266 hedge funds and large institutions have $659M invested in PBF Energy in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 80 closing their positions.
158% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $4.64M
30% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 80
3.4% less ownership
Funds ownership: 81.14% → 77.74% (-3.4%)
11% less funds holding
Funds holding: 300 → 266 (-34)
39% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 80
78% less capital invested
Capital invested by funds: $3.05B → $659M (-$2.39B)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$44.2M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$24.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.1M |
| 5 |
Morgan Stanley
New York
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$68.2M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$66.7M |
| 3 |
VanEck Associates
New York
|
-$28.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$27.3M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$25.3M |
PBF Hedge Fund Activity: Q1 2020 in Review
266 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q1 2020, worth a combined $659M — down 78% from $3.05B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of PBF and 49 opened new positions — a net loss of 31 holders — while 80 trimmed existing stakes and 104 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $44.2M. The largest seller was JP Morgan Chase, cutting an estimated $68.2M.
- 266 institutional investors held PBF Energy (PBF) as of Q1 2020, down from 300 in Q4 2019.
- Funds reported $659M of PBF Energy stock for Q1 2020, down 78% quarter-over-quarter.
- 49 funds opened new PBF Energy positions in Q1 2020 and 80 closed out, a net change of -31 holders.
- The largest PBF Energy buyer in Q1 2020 was D.E. Shaw & Co, an estimated $44.2M added.
- The largest PBF Energy seller in Q1 2020 was JP Morgan Chase, an estimated $68.2M sold.
Based on aggregated 13F filings for Q1 2020.