We are live on ! Find out more
PJT icon

PJT Partners

189 hedge funds and large institutions have $317M invested in PJT Partners in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

61% more call options, than puts

Call options by funds: $71K | Put options by funds: $44K

15% more funds holding

Funds holding: 164189 (+25)

15% more capital invested

Capital invested by funds: $276M → $317M (+$40.5M)

0.25% more ownership

Funds ownership: 56.72%56.97% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
38
Reduced
50
Closed
17
Calls
$71K
Puts
$44K
Net Calls
+$27K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$139K -$14.4K -500 -10%
Legal & General Group
77
Legal & General Group
United Kingdom
$133K +$50.3K +1,749 +70%
IA
78
IFP Advisors
Florida
$120K +$66.4K +2,309 +145%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$84K +$24.4K +847 +45%
NEI
80
Northwest & Ethical Investments
Ontario, Canada
$80.1K
WB
81
Webster Bank
Connecticut
$67K +$61.9K +2,154 New
Canada Life
82
Canada Life
Manitoba, Canada
$59K +$54.6K +1,900 New
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$57K +$1.52K +53 +3%
ED
84
Exane Derivatives
France
$56.5K +$52.6K +1,830 New
Simplex Trading
85
Simplex Trading
Illinois
$55K +$34K +1,184 +197%
MIFH
86
Migdal Insurance & Financial Holdings
Israel
$42K
CAM
87
Cacti Asset Management
Georgia
$41K
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$34.2K -$10.4K -363 -25%
VanEck Associates
89
VanEck Associates
New York
$33K +$30.8K +1,071 New
Group One Trading
90
Group One Trading
Illinois
$32K -$13.2K -460 -30%
EWM
91
Edge Wealth Management
New York
$31K +$28.8K +1,000 New
Barclays
92
Barclays
United Kingdom
$30K -$61.5K -2,140 -68%
GWM
93
Geneos Wealth Management
Colorado
$30K +$19.8K +688 +218%
Creative Planning
94
Creative Planning
Kansas
$27K -$11.4K -395 -31%
MFS
95
MSI Financial Services
Massachusetts
$26K -$1.03K -36 -4%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$26K +$24.5K +851 New
CI
97
Clal Insurance
Israel
$24K
NSIM
98
North Star Investment Management
Illinois
$22K +$2.47K +86 +14%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$18K -$2.88K -100 -15%
AG
100
Advisor Group
Arizona
$18K -$1.55K -54 -8%

PJT Hedge Fund Activity: Q4 2016 in Review

189 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2016, worth a combined $317M — up 15% from $276M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PJT positions and 17 closed out — a net gain of 29 holders — while 38 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $5.8M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $26.3M.

  • 189 institutional investors held PJT Partners (PJT) as of Q4 2016, up from 164 in Q3 2016.
  • Funds reported $317M of PJT Partners stock for Q4 2016, up 15% quarter-over-quarter.
  • 46 funds opened new PJT Partners positions in Q4 2016 and 17 closed out, a net change of +29 holders.
  • The largest PJT Partners buyer in Q4 2016 was BlackRock Institutional Trust, an estimated $5.8M added.
  • The largest PJT Partners seller in Q4 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2016.