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PJT Partners
PJT

Overview Fund Activity

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
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

Top Buyers

1
EAM
Eagle Asset Management
Florida
+$30.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.1M
3
CTA
Carillon Tower Advisers
Florida
+$22.9M
4
Bank of America
Bank of America
North Carolina
+$4.76M
5
ERSOT
Employees Retirement System of Texas
Texas
+$4.03M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$14.3M
2
UONDDL
University of Notre Dame du Lac
Indiana
-$8.62M
3
SIM
Spark Investment Management
New York
-$4.01M
4
BlackRock
BlackRock
New York
-$3.61M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$524 -10 -4%
APP
130
Avantax Planning Partners
Iowa
$12K +$12K +224 New
ICM
131
IMS Capital Management
Oregon
$11K +$11K +212 New
VFA
132
Valeo Financial Advisors
Indiana
$11K +$9.88K +220 +880%
CPIG
133
Chicago Partners Investment Group
Illinois
$10K – – –
VNA
134
Valley National Advisers
Pennsylvania
$10K +$1.36K +26 +16%
HCM
135
Highlander Capital Management
New Jersey
$9K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$9K +$251 +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 -$714 -15 -9%
AIM
140
Advantage Investment Management
Iowa
$7K – – –
SF
141
Synovus Financial
Georgia
$7K +$5.74K +114 +456%
KJWM
142
Kiley Juergens Wealth Management
Washington
$6K – – –
CHP
143
Cable Hill Partners
Oregon
$6K +$4.95K +94 +470%
PCP
144
Proficio Capital Partners
Massachusetts
$5K – – –
SMFS
145
Squar Milner Financial Services
California
$4K -$1.08K -20 -21%
Federated Hermes
146
Federated Hermes
Pennsylvania
$4K -$640 -12 -14%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$4K -$105 -2 -3%
MCA
148
Mercer Capital Advisers
New Jersey
$4K – – –
ClearBridge Investments
149
ClearBridge Investments
New York
$4K – – –
BWA
150
BDO Wealth Advisors
Florida
$4K – – –
4 5
6
7 8