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PTJ

Paul Tudor Jones Tudor Investment Corp

AUM $71.9B
1-Year Est. Return 42.37%
 

Paul Tudor Jones is the founder of Tudor Investment Corporation and a pioneering macro trader. He rose to prominence after navigating the 1987 market crash successfully and has since built a multi-strategy firm spanning global markets. Jones is widely associated with discretionary macro trading, risk management discipline, and high-profile philanthropic efforts in education and the environment.

This Fund
S&P 500
This Quarter Est. Return
+1.81%
1 Year Est. Return
+42.37%
3 Year Est. Return
+108.76%
5 Year Est. Return
+114.43%
10 Year Est. Return
+640.77%
AUM
$3.91B
AUM Growth
+$346M
Cap. Flow
+$262M
Cap. Flow %
6.69%
Top 10 Hldgs %
28.32%
Holding
2,182
New
571
Increased
543
Reduced
527
Closed
491

Top Buys

Rank Stock Value
1
FIS icon
Fidelity National Information Services
FIS
+$36.5M
2
MRK icon
Merck
MRK
+$34.6M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$32.2M
4
WMT icon
Walmart Inc
WMT
+$31.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$27M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$164M
2
ULTI
Ultimate Software Group Inc
ULTI
+$49.6M
3
IYR icon
iShares US Real Estate ETF
IYR
+$45M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$41.9M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$40.3M

Sector Composition

Rank Sector Weight
1 Industrials 10.14%
2 Healthcare 9.54%
3 Technology 7.9%
4 Consumer Discretionary 6.3%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVB
1726
DELISTED
AvalonBay Communities
AVB
– –
-5,315
Closed -$938K
AVGO icon
1727
PUT
Broadcom
AVGO
$1.75T
– –
-600,000
Closed -$8.71M
AX icon
1728
Axos Financial
AX
$5.48B
– –
-28,100
Closed -$592K
AXDX
1729
DELISTED
Accelerate Diagnostics
AXDX
– –
-1,532
Closed -$329K
AYI icon
1730
Acuity Brands
AYI
$10.3B
– –
-1,400
Closed -$327K
AZTA icon
1731
Azenta
AZTA
$1.64B
– –
-25,469
Closed -$272K
BABA icon
1732
Alibaba
BABA
$286B
– –
-413,402
Closed -$33.6M
BAH icon
1733
Booz Allen Hamilton
BAH
$9.27B
– –
-404,386
Closed -$12.5M
BANR icon
1734
Banner Corp
BANR
$2.42B
– –
-8,400
Closed -$385K
BAP icon
1735
Credicorp
BAP
$30.1B
– –
-3,370
Closed -$328K
BDN
1736
Brandywine Realty Trust
BDN
$522M
– –
-12,551
Closed -$171K
BFAM icon
1737
Bright Horizons
BFAM
$3.54B
– –
-7,362
Closed -$492K
BKD icon
1738
Brookdale Senior Living
BKD
$2.82B
– –
-12,100
Closed -$223K
BKH icon
1739
Black Hills Corp
BKH
$5.47B
– –
-5,217
Closed -$242K
BLK icon
1740
Blackrock
BLK
$179B
– –
-1,200
Closed -$380K
BLUE
1741
DELISTED
bluebird bio
BLUE
– –
-1,930
Closed -$1.6M
BOKF icon
1742
BOK Financial
BOKF
$8.54B
– –
-13,400
Closed -$801K
BOX icon
1743
Box
BOX
$4.56B
– –
-31,977
Closed -$446K
BR icon
1744
Broadridge
BR
$20.8B
– –
-6,357
Closed -$342K
BRO icon
1745
Brown & Brown
BRO
$24.4B
– –
-15,268
Closed -$245K
NXH
1746
Neighborhood Intelligence Inc
NXH
$396M
– –
-42,459
Closed -$392K
CABO icon
1747
Cable One
CABO
$129M
– –
-510
Closed -$221K
CAL icon
1748
Caleres
CAL
$457M
– –
-11,653
Closed -$313K
CALX icon
1749
Calix
CALX
$2.53B
– –
-11,674
Closed -$92K
CASY icon
1750
Casey's General Stores
CASY
$30.9B
– –
-1,995
Closed -$240K
68 69
70
71 72

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Paul Tudor Jones's Q1 2016 Portfolio in Review

As of Q1 2016, Paul Tudor Jones held 2,182 positions worth $3.91B, up 9.7% from $3.57B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Paul Tudor Jones deployed $262M of net new capital in Q1 2016, opening 571 new positions and adding to 543 existing holdings. Its largest new stake was PepsiCo: 252,165 shares worth $25.8M.

By sector, the portfolio is most concentrated in Industrials at 10% of assets, up from 9.9% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $164M trimmed.

  • Paul Tudor Jones's largest Q1 2016 buy was PepsiCo: 252,165 shares worth $25.8M.
  • Paul Tudor Jones added most to Fidelity National Information Services in Q1 2016, an estimated $36.5M increase.
  • Paul Tudor Jones's biggest Q1 2016 reduction was Meta Platforms (Facebook), cutting an estimated $164M.
  • Paul Tudor Jones fully exited Ultimate Software Group Inc in Q1 2016, selling an estimated $49.6M.
  • Paul Tudor Jones's ten largest holdings make up 28% of its $3.91B portfolio in Q1 2016.
  • Paul Tudor Jones opened 571 new positions and closed 491 in Q1 2016.
  • Paul Tudor Jones's portfolio value rose 9.7% quarter-over-quarter to $3.91B.

Based on Tudor Investment Corp's 13F filing for Q1 2016, filed 16 May 2016.