PBF LOGISTICS LP
PBFX
PBFX was delisted on the 30th of November, 2022.
42 hedge funds and large institutions have $194M invested in PBF LOGISTICS LP in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 7 closing their positions.
365% more call options, than puts
Call options by funds: $6.3M | Put options by funds: $1.36M
24% more capital invested
Capital invested by funds: $156M → $194M (+$37.9M)
5% less funds holding
Funds holding: 44 → 42 (-2)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.57M |
| 2 |
JP Morgan Chase
New York
|
+$2.34M |
| 3 |
Goldman Sachs
New York
|
+$1.17M |
| 4 |
Amundi
Paris,
France
|
+$959K |
| 5 |
PI
PEAK6 Investments
Chicago,
Illinois
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.59M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.83M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.64M |
| 4 |
ClearBridge Investments
New York
|
-$452K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$441K |
PBFX Hedge Fund Activity: Q1 2022 in Review
42 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in PBF LOGISTICS LP (PBFX) for Q1 2022, worth a combined $194M — up 24% from $156M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PBFX and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $6.57M. The largest seller was Morgan Stanley, cutting an estimated $3.59M.
- 42 institutional investors held PBF LOGISTICS LP (PBFX) as of Q1 2022, down from 44 in Q4 2021.
- Funds reported $194M of PBF LOGISTICS LP stock for Q1 2022, up 24% quarter-over-quarter.
- 5 funds opened new PBF LOGISTICS LP positions in Q1 2022 and 7 closed out, a net change of -2 holders.
- The largest PBF LOGISTICS LP buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $6.57M added.
- The largest PBF LOGISTICS LP seller in Q1 2022 was Morgan Stanley, an estimated $3.59M sold.
Based on aggregated 13F filings for Q1 2022.