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PJT Partners

205 hedge funds and large institutions have $707M invested in PJT Partners in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.85% more ownership

Funds ownership: 62.81%65.67% (+2.9%)

3% more capital invested

Capital invested by funds: $687M → $707M (+$20.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 206205 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

Holders
205
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
49
Reduced
55
Closed
27
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
126
Brewin Dolphin Wealth Management
Ireland
$13.3K
WIM
127
Westside Investment Management
California
$13.3K
DZ Bank
128
DZ Bank
Germany
$13K
APA
129
American Portfolios Advisors
New York
$13K -$563 -10 -4%
APP
130
Avantax Planning Partners
Iowa
$12K +$12.6K +224 New
ICM
131
IMS Capital Management
Oregon
$11K +$11.9K +212 New
VFA
132
Valeo Financial Advisors
Indiana
$11K +$12.4K +220 +880%
CPIG
133
Chicago Partners Investment Group
Illinois
$10K
VNA
134
Valley National Advisers
Pennsylvania
$10K +$1.46K +26 +16%
HCM
135
Highlander Capital Management
New Jersey
$9K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$9K +$282 +5 +3%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$8K
RE
138
RBC Europe
United Kingdom
$7.64K
LFA
139
Legacy Financial Advisors
Kentucky
$7K -$845 -15 -9%
AIM
140
Advantage Investment Management
Iowa
$7K
SF
141
Synovus Financial
Georgia
$7K +$6.42K +114 +456%
KJWM
142
Kiley Juergens Wealth Management
Washington
$6K
CHP
143
Cable Hill Partners
Oregon
$6K +$5.29K +94 +470%
PCP
144
Proficio Capital Partners
Massachusetts
$5K
SMFS
145
Squar Milner Financial Services
California
$4K -$1.13K -20 -21%
Federated Hermes
146
Federated Hermes
Pennsylvania
$4K -$676 -12 -14%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$4K -$113 -2 -3%
BWA
148
BDO Wealth Advisors
Florida
$4K
ClearBridge Investments
149
ClearBridge Investments
New York
$4K
MCA
150
Mercer Capital Advisers
New Jersey
$4K

PJT Hedge Fund Activity: Q3 2018 in Review

205 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2018, worth a combined $707M — up 3% from $687M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PJT and 26 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 49 added.

The largest buyer was Eagle Asset Management, adding an estimated $33.2M. The largest seller was Renaissance Technologies, cutting an estimated $15.4M.

  • 205 institutional investors held PJT Partners (PJT) as of Q3 2018, down from 206 in Q2 2018.
  • Funds reported $707M of PJT Partners stock for Q3 2018, up 3% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q3 2018 and 27 closed out, a net change of -1 holder.
  • The largest PJT Partners buyer in Q3 2018 was Eagle Asset Management, an estimated $33.2M added.
  • The largest PJT Partners seller in Q3 2018 was Renaissance Technologies, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2018.