PBF LOGISTICS LP
PBFX
PBFX was delisted on the 30th of November, 2022.
35 hedge funds and large institutions have $250M invested in PBF LOGISTICS LP in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.
513% more call options, than puts
Call options by funds: $7.82M | Put options by funds: $1.27M
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
29% more capital invested
Capital invested by funds: $194M → $250M (+$56.5M)
3.76% more ownership
Funds ownership: 22.03% → 25.79% (+3.8%)
17% less funds holding
Funds holding: 42 → 35 (-7)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$20.5M |
| 2 |
JP Morgan Chase
New York
|
+$12.7M |
| 3 |
Goldman Sachs
New York
|
+$9.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.03M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.24M |
| 2 |
Morgan Stanley
New York
|
-$3.58M |
| 3 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$1.53M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 5 |
Citigroup
New York
|
-$554K |
PBFX Hedge Fund Activity: Q2 2022 in Review
35 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in PBF LOGISTICS LP (PBFX) for Q2 2022, worth a combined $250M — up 29% from $194M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PBFX and 3 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $7.24M.
- 35 institutional investors held PBF LOGISTICS LP (PBFX) as of Q2 2022, down from 42 in Q1 2022.
- Funds reported $250M of PBF LOGISTICS LP stock for Q2 2022, up 29% quarter-over-quarter.
- 3 funds opened new PBF LOGISTICS LP positions in Q2 2022 and 10 closed out, a net change of -7 holders.
- The largest PBF LOGISTICS LP buyer in Q2 2022 was Mirae Asset Global Investments, an estimated $20.5M added.
- The largest PBF LOGISTICS LP seller in Q2 2022 was Wells Fargo, an estimated $7.24M sold.
Based on aggregated 13F filings for Q2 2022.