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PJT Partners
PJT

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: 4 → 4 (0)

3% less funds holding

Funds holding: 213 → 207 (-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

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$13.2M
2
Millennium Management
Millennium Management
New York
+$12.5M
3
Goldman Sachs
Goldman Sachs
New York
+$9.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.94M
5
SIM
Spark Investment Management
New York
+$3.37M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.6M
2
SC
Sessa Capital
New York
-$10.6M
3
Morgan Stanley
Morgan Stanley
New York
-$4.73M
4
ERSOT
Employees Retirement System of Texas
Texas
-$3.3M
5
BlackRock
BlackRock
New York
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
126
Clal Insurance
Israel
$33K – – –
NSIM
127
North Star Investment Management
Illinois
$33K – – –
CCA
128
Catalyst Capital Advisors
New York
$21K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$19K – – –
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$15K – – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$14K -$470K -10,951 -97%
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$12K -$12.3K -287 -49%
VFA
134
Valeo Financial Advisors
Indiana
$12K +$257 +6 +2%
TRCT
135
Tower Research Capital (TRC)
New York
$11K -$86.6K -2,019 -89%
BDWM
136
Brewin Dolphin Wealth Management
Ireland
$10.7K – – –
DZ Bank
137
DZ Bank
Germany
$10K – – –
APA
138
American Portfolios Advisors
New York
$9.91K +$86 +2 +0.9%
OIA
139
Optimum Investment Advisors
Illinois
$8K -$515 -12 -6%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$7K -$129 -3 -2%
HCM
141
Highlander Capital Management
New Jersey
$7K – – –
RE
142
RBC Europe
United Kingdom
$6.1K – – –
VNA
143
Valley National Advisers
Pennsylvania
$6K -$300 -7 -4%
AIM
144
Advantage Investment Management
Iowa
$6K – – –
CIAS
145
Capital Investment Advisory Services
North Carolina
$6K – – –
SF
146
Synovus Financial
Georgia
$6K – – –
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$6K +$5.75K +134 New
CHP
148
Cable Hill Partners
Oregon
$5K – – –
LB
149
Legacy Bridge
Iowa
$5K – – –
Russell Investments Group
150
Russell Investments Group
United Kingdom
$4K +$4.29K +100 New
4 5
6
7 8

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.