Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pbf Energy Inc (PBF)

417 + Investors. Track Smart Money conviction in PBF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +70
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — PBF

Based on 418 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
418 hedge funds hold PBF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+110 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 60% buying

251 buying165 selling
Last quarter: 251 funds were net buyers (110 opened a brand new position + 141 added to an existing one). Only 165 were sellers (125 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+52 vs last Q)

new funds entering per quarter
Funds opening a new PBF position: 60 → 63 → 58 → 110. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
235 out of 418 hedge funds have held PBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +77% but shares only +5% — price-driven

Value
+77%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +77%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

52 → 60 → 63 → 58 → 110 new funds/Q
New funds entering each quarter: 60 → 63 → 58 → 110. A growing number of institutions are discovering PBF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 439 holders: 300 (68%) are 2+ year veterans, 42 entered 1–2 years ago, and 97 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
53 of 410 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in PBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PBF

In 2026 Q1, 251 hedge funds were net buyers of PBF (110 opened a new position, 141 added to an existing one), while 165 reduced or exited (125 trimmed, 40 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 46% of total institutional value in PBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +70 funds (more new holders than closures). Total institutional holders: 418.

Hedge Fund Ownership: PBF

How many hedge funds hold PBF — quarterly history vs. share price
Quarterly hedge fund ownership of PBF vs. share price

Market Analysis: PBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pbf Energy Inc (PBF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PBF has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
PBF
-12.0%
XLE
-6.1%

PBF outperformed XLE by -5.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PBF
-1.0%
XLE
-3.2%

Since the filing became public, PBF outperformed XLE by +2.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 4 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: PBF
417 + Investors

Track Smart Money conviction in PBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 417 348 19.83%
13F Shares 105M 99M 5.24%
Total Value $4.66B $2.63B 77.29%
New Positions 109 58 +51
Increased Positions 137 121 +16
Closed Positions 40 59 -19
Reduced Positions 118 125 -7
Total Calls 15 13 15.38%
Total Puts 14 15 -6.67%
PUT/CALL Ratio 0.93 1.15 Neutral

Statistics: PBF

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

417 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PBF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PBF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hara Capital LLC 5.33% 224,199 $10.7M
2 Aegis Financial Corp 5.09% 620,289 $29.5M
3 Towle & Co 4.61% 248,995 $11.9M
4 Brooklands Fund Management Ltd 3.57% 66,745 $3.2M
5 Recurrent Investment Advisors LLC 2.87% 1,002,915 $47.8M
6 Portolan Capital Management, LLC 2.03% 799,998 $38.1M
7 Soviero Asset Management, LP 1.90% 80,000 $3.8M
8 Corigliano Investment Advisers, LLC 1.76% 94,843 $4.5M
9 Yaupon Capital Management LP 1.34% 900,000 $42.9M
10 PDT Partners, LLC 1.25% 443,690 $21.1M
11 Fulcrum Asset Management LLP 1.16% 152,598 $7.7M
12 Third Avenue Management LLC 1.01% 131,050 $6.2M
13 CastleKnight Management LP 0.98% 1,240,000 $59.0M
14 Private Management Group Inc 0.94% 688,238 $32.8M
15 GeoSphere Capital Management, LLC 0.83% 40,000 $1.9M
16 CastleKnight Management LP 0.82% 1,038,306 $49.4M
17 Sagefield Capital LP 0.76% 220,773 $10.5M
18 Old West Investment Management, LLC 0.73% 140,690 $6.7M
19 Oceanic Investment Management LTD 0.61% 15,169 $722K
20 Neo Ivy Capital Management 0.54% 42,780 $2.0M
21 Informed Momentum Co LLC 0.53% 97,132 $4.6M
22 D L Carlson Investment Group Inc 0.47% 57,783 $2.8M
23 Aventail Capital Group, LP 0.47% 205,803 $9.8M
24 Dockside LLC 0.44% 36,920 $1.8M
25 Voleon Capital Management LP 0.42% 412,336 $19.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pbf Energy Inc (PBF)

What does the Smart Money Trend signal show for PBF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PBF?

More buyers than sellers — 60% buying: Last quarter: 251 funds were net buyers (110 opened a brand new position + 141 added to an existing one). Only 165 were sellers (125 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBF holders?

Elite ownership — 46% AUM from top-100 funds: 53 of 410 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in PBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PBF?

56% of holders stayed for 2+ years: 235 out of 418 hedge funds have held PBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pbf Energy Inc (PBF) following the 2026 Q1 hedge fund 13F filings?

As of today, PBF has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), PBF has gained -12.0% vs -6.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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