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PBF Energy

185 hedge funds and large institutions have $1.09B invested in PBF Energy in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% more ownership

Funds ownership: 69.33%69.64% (+0.31%)

4% less funds holding

Funds holding: 193185 (-8)

15% less capital invested

Capital invested by funds: $1.27B → $1.09B (-$186M)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

19% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $39.1M

23% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 70

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
54
Reduced
70
Closed
35
Calls
$31.8M
Puts
$39.1M
Net Calls
-$7.35M
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M -$8.07M -778,290 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M -$636K -61,318 -0.6%
State Street
3
State Street
Massachusetts
$141M +$18.6M +1,791,404 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.2M -$6.86M -661,326 -12%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$51.4M -$390K -37,615 -0.9%
Two Sigma Investments
6
Two Sigma Investments
New York
$31.8M +$8.33M +803,590 +49%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$26.5M -$733K -70,680 -3%
Invesco
8
Invesco
Georgia
$25.4M +$401K +38,620 +2%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$22.3M +$8.99M +866,700 +101%
Morgan Stanley
10
Morgan Stanley
New York
$22.3M +$3.5M +337,357 +24%
Voloridge Investment Management
11
Voloridge Investment Management
Florida
$17.8M +$4.78M +460,916 +51%
Charles Schwab
12
Charles Schwab
California
$17.7M +$132K +12,701 +0.9%
PMG
13
Private Management Group
California
$16M -$104K -10,006 -0.8%
Northern Trust
14
Northern Trust
Illinois
$14.8M -$371K -35,750 -3%
N
15
Nuveen
North Carolina
$14.1M -$1.49M -143,244 -12%
Bank of America
16
Bank of America
North Carolina
$13.8M -$21K -2,028 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$13.4M +$8.55M +824,626 +402%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$12.9M -$198K -19,134 -2%
Norges Bank
19
Norges Bank
Norway
$9.56M -$1.71M -164,758 -18%
ECA
20
Encompass Capital Advisors
New York
$8.72M +$6.97M +672,200 New
Principal Financial Group
21
Principal Financial Group
Iowa
$8.4M -$294K -28,359 -4%
Millennium Management
22
Millennium Management
New York
$8.27M +$6.61M +637,349 New
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$7.86M +$6.28M +605,639 New
Rafferty Asset Management
24
Rafferty Asset Management
New York
$7.8M +$1.92M +184,963 +44%
Deutsche Bank
25
Deutsche Bank
Germany
$7.47M +$3.08M +296,912 +107%

PBF Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PBF Energy (PBF) for Q3 2021, worth a combined $1.09B — down 15% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PBF and 29 opened new positions — a net loss of 6 holders — while 70 trimmed existing stakes and 54 added.

The largest buyer was State Street, adding an estimated $18.6M. The largest seller was LSV Asset Management, exiting entirely with an estimated $14.1M sold.

  • 185 institutional investors held PBF Energy (PBF) as of Q3 2021, down from 193 in Q2 2021.
  • Funds reported $1.09B of PBF Energy stock for Q3 2021, down 15% quarter-over-quarter.
  • 29 funds opened new PBF Energy positions in Q3 2021 and 35 closed out, a net change of -6 holders.
  • The largest PBF Energy buyer in Q3 2021 was State Street, an estimated $18.6M added.
  • The largest PBF Energy seller in Q3 2021 was LSV Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2021.