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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
CRK icon
1776
Comstock Resources
CRK
$4.18B
– –
-3,188
Closed -$30K
CSR
1777
Centerspace
CSR
$906M
– –
-1,384
Closed -$96K
CSTE icon
1778
Caesarstone
CSTE
$122M
– –
-20,000
Closed -$867K
CSX icon
1779
CALL
CSX Corp
CSX
$95.6B
– –
-120,000
Closed -$1.04M
CVS icon
1780
CVS Health
CVS
$119B
– –
-8,633
Closed -$839K
CYH icon
1781
Community Health Systems
CYH
$424M
– –
-12,388
Closed -$272K
DB icon
1782
PUT
Deutsche Bank
DB
$71.1B
– –
-17,024
Closed -$367K
DHC
1783
Diversified Healthcare Trust
DHC
$1.94B
– –
-10,212
Closed -$152K
DLR icon
1784
Digital Realty Trust
DLR
$70.5B
– –
-26,260
Closed -$2.13M
DLTR icon
1785
CALL
Dollar Tree
DLTR
$25.3B
– –
-12,800
Closed -$988K
DLTR icon
1786
PUT
Dollar Tree
DLTR
$25.3B
– –
-22,400
Closed -$1.73M
DTE icon
1787
DTE Energy
DTE
$28.1B
– –
-3,995
Closed -$273K
DVA icon
1788
DaVita
DVA
$11.1B
– –
-20,656
Closed -$1.44M
DY icon
1789
CALL
Dycom Industries
DY
$11.8B
– –
-10,200
Closed -$714K
EA
1790
DELISTED
Electronic Arts
EA
– –
-9,400
Closed -$646K
EBF icon
1791
Ennis
EBF
$546M
– –
-10,904
Closed -$210K
ECPG icon
1792
Encore Capital Group
ECPG
$2.15B
– –
-16,194
Closed -$471K
ED icon
1793
Consolidated Edison
ED
$39.3B
– –
-9,349
Closed -$664K
EEFT icon
1794
Euronet Worldwide
EEFT
$2.62B
– –
-13,968
Closed -$1.01M
EGO icon
1795
Eldorado Gold
EGO
$11.9B
– –
-5,158
Closed -$77K
EMR icon
1796
Emerson Electric
EMR
$87.7B
– –
-10,556
Closed -$509K
EMR icon
1797
PUT
Emerson Electric
EMR
$87.7B
– –
-33,300
Closed -$1.59M
VMRK
1798
CALL
Vivmark Residential
VMRK
$25B
– –
-24,100
Closed -$1.97M
VMRK
1799
PUT
Vivmark Residential
VMRK
$25B
– –
-26,200
Closed -$2.14M
ESNT icon
1800
Essent Group
ESNT
$6.12B
– –
-17,076
Closed -$374K
70 71
72
73 74

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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.