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PJT Partners
PJT

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: 164 → 189 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$5.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.56M
3
GI
GAMCO Investors
Connecticut
+$3.17M
4
GF
Gabelli Funds
New York
+$3.16M
5
BFA
BlackRock Fund Advisors
California
+$2.86M

Top Sellers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$26.3M
2
TCGI
Three Corner Global Investors
New York
-$6.21M
3
SC
Sessa Capital
New York
-$1.44M
4
UM
Ulysses Management
New York
-$1.44M
5
JGC
J. Goldman & Co
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
126
BB&T Investment Services
North Carolina
$3K +$3.65K +127 New
FNBT
127
FineMark National Bank & Trust
Florida
$2K -$2.5K -87 -54%
CFA
128
Carroll Financial Associates
North Carolina
$2K -$230 -8 -8%
ACS
129
Archford Capital Strategies
Illinois
$2K – – –
DSC
130
Duncker Streett & Co
Missouri
$2K – – –
FIB
131
First Interstate Bank
Montana
$2K – – –
MCA
132
Mercer Capital Advisers
New Jersey
$2K – – –
SF
133
Synovus Financial
Georgia
$2K – – –
IP
134
Intellectus Partners
California
$2K +$1.44K +50 New
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.44K +50 New
AA
136
Ancora Advisors
Ohio
$2K +$1.52K +53 New
YWP
137
YorkBridge Wealth Partners
New York
$2K +$1.61K +56 New
EA
138
Edge Advisors
Georgia
$2K +$1.98K +69 New
HNB
139
Huntington National Bank
Ohio
$1K -$1.55K -54 -59%
LWM
140
LBA Wealth Management
Florida
$1K -$1.38K -48 -54%
CHP
141
Cable Hill Partners
Oregon
$1K -$201 -7 -26%
BWP
142
Baldwin Wealth Partners
Massachusetts
$1K -$144 -5 -12%
Bessemer Group
143
Bessemer Group
New Jersey
$1K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
First Manhattan
145
First Manhattan
New York
$1K – – –
GWS
146
Glassman Wealth Services
Virginia
$1K – – –
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LWCFA
148
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
PAI
150
Pittenger & Anderson Inc
Nebraska
$1K – – –
4 5
6
7 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.