We are live on ! Find out more
PJT icon

PJT Partners

207 hedge funds and large institutions have $624M invested in PJT Partners in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

11% more capital invested

Capital invested by funds: $563M → $624M (+$61M)

0.32% more ownership

Funds ownership: 65.25%65.57% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 213207 (-6)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $230K

Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
60
Reduced
47
Closed
25
Calls
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$202K +$207K +4,838 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$173K +$178K +4,143 +59,186%
FBT
103
First Bank & Trust
South Dakota
$169K +$69.2K +1,614 +67%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$165K +$169K +3,944 New
Legal & General Group
105
Legal & General Group
United Kingdom
$158K +$8.32K +194 +5%
Canada Life
106
Canada Life
Manitoba, Canada
$134K +$55.3K +1,290 +67%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$126K -$172 -4 -0.1%
SG Americas Securities
108
SG Americas Securities
New York
$125K +$128K +2,987 New
PA
109
Parallel Advisors
California
$108K +$31.9K +745 +41%
AG
110
Advisor Group
Arizona
$100K +$86 +2 +0.1%
ASN
111
Advisory Services Network
Georgia
$81K +$3.22K +75 +4%
AIP
112
Ameritas Investment Partners
Nebraska
$66K
OAM
113
Oppenheimer Asset Management
New York
$64K -$901 -21 -1%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$61K -$18.9K -440 -23%
US Bancorp
115
US Bancorp
Minnesota
$60K +$214 +5 +0.4%
MAM
116
Meeder Asset Management
Ohio
$55K
PAI
117
Pittenger & Anderson Inc
Nebraska
$55K +$55.6K +1,297 +5,639%
GWM
118
Geneos Wealth Management
Colorado
$53K -$772 -18 -1%
CAM
119
Cacti Asset Management
Georgia
$52K
EWM
120
Edge Wealth Management
New York
$50K -$9.65K -225 -16%
RWA
121
Ropes Wealth Advisors
Massachusetts
$42K +$42.9K +1,000 New
GCM
122
Grisanti Capital Management
New York
$40K
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$38K
BWA
124
Burt Wealth Advisors
Maryland
$36K
QT
125
Quantamental Technologies
New York
$33K -$42.9K -1,000 -56%

PJT Hedge Fund Activity: Q1 2019 in Review

207 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2019, worth a combined $624M — up 11% from $563M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PJT and 22 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 60 added.

The largest buyer was ClearBridge Investments, adding an estimated $13.2M. The largest seller was Fidelity Investments, cutting an estimated $32.6M.

  • 207 institutional investors held PJT Partners (PJT) as of Q1 2019, down from 213 in Q4 2018.
  • Funds reported $624M of PJT Partners stock for Q1 2019, up 11% quarter-over-quarter.
  • 22 funds opened new PJT Partners positions in Q1 2019 and 25 closed out, a net change of -3 holders.
  • The largest PJT Partners buyer in Q1 2019 was ClearBridge Investments, an estimated $13.2M added.
  • The largest PJT Partners seller in Q1 2019 was Fidelity Investments, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2019.