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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
LXU icon
1876
LSB Industries
LXU
$801M
– –
-44,460
Closed -$248K
LYV icon
1877
Live Nation Entertainment
LYV
$42.4B
– –
-9,290
Closed -$228K
M icon
1878
CALL
Macy's
M
$6B
– –
-30,000
Closed -$1.05M
MAA icon
1879
Mid-America Apartment Communities
MAA
$15.2B
– –
-3,154
Closed -$293K
MAR icon
1880
Marriott International
MAR
$92.9B
– –
-5,700
Closed -$382K
MD icon
1881
Pediatrix Medical
MD
$2.16B
– –
-4,400
Closed -$315K
MDT icon
1882
Medtronic
MDT
$119B
– –
-3,200
Closed -$246K
MGA icon
1883
Magna International
MGA
$19.5B
– –
-60,000
Closed -$2.43M
MHK icon
1884
Mohawk Industries
MHK
$9.23B
– –
-1,894
Closed -$359K
MKL icon
1885
Markel Group
MKL
$22.2B
– –
-470
Closed -$415K
MKTX icon
1886
MarketAxess Holdings
MKTX
$5.71B
– –
-4,500
Closed -$502K
MLI icon
1887
Mueller Industries
MLI
$14B
– –
-145,600
Closed -$986K
MMSI icon
1888
Merit Medical Systems
MMSI
$5.42B
– –
-31,745
Closed -$590K
MO icon
1889
Altria Group
MO
$110B
– –
-11,440
Closed -$666K
MPC icon
1890
CALL
Marathon Petroleum
MPC
$101B
– –
-23,500
Closed -$1.22M
MPC icon
1891
PUT
Marathon Petroleum
MPC
$101B
– –
-7,700
Closed -$399K
MTX icon
1892
Minerals Technologies
MTX
$2.21B
– –
-6,339
Closed -$291K
MU icon
1893
Micron Technology
MU
$1.09T
– –
-26,442
Closed -$374K
NDSN icon
1894
Nordson
NDSN
$18.5B
– –
-4,170
Closed -$268K
NEE icon
1895
NextEra Energy
NEE
$174B
– –
-16,284
Closed -$423K
NFG icon
1896
National Fuel Gas
NFG
$7.84B
– –
-8,283
Closed -$354K
NGD
1897
DELISTED
New Gold Inc
NGD
– –
-21,583
Closed -$50K
NNBR icon
1898
NN Inc
NNBR
$312M
– –
-14,100
Closed -$225K
NRG icon
1899
NRG Energy
NRG
$23.8B
– –
-12,000
Closed -$141K
NRG icon
1900
PUT
NRG Energy
NRG
$23.8B
– –
-40,700
Closed -$479K
74 75
76
77 78

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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.