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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
QAM
151
QCI Asset Management
New York
$1K – – –
RIM
152
Ranger International Management
Illinois
$1K – – –
RBC
153
Roble Belko & Company
Pennsylvania
$1K – – –
RCG
154
Ruggie Capital Group
Florida
$1K – – –
OFW
155
Omnia Family Wealth
Florida
$1K +$719 +25 New
PMFA
156
Plante Moran Financial Advisors
Michigan
$1K +$719 +25 +417%
AAP
157
Arax Advisory Partners
Colorado
$1K +$1.01K +35 New
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$988 +$920 +32 New
WEC
159
Winslow Evans & Crocker
Massachusetts
$834 -$58 -2 -7%
WIM
160
Westside Investment Management
California
$778 +$719 +25 New
SIM
161
Sonora Investment Management
Arizona
$772 – – –
FAN
162
Financial Advisors Network
California
$634 +$575 +20 New
SWA
163
Sutton Wealth Advisors
Florida
$525 – – –
GEA
164
Glen Eagle Advisors
New Jersey
$309 +$288 +10 New
JGC
165
J. Goldman & Co
New York
– -$1.25M -45,669 Closed
JAM
166
JW Asset Management
Florida
– -$409K -15,000 Closed
Dimensional Fund Advisors
167
Dimensional Fund Advisors
Texas
– -$225K -8,265 Closed
LAM
168
Lebenthal Asset Management
New York
– -$27K -1,005 Closed
MWP
169
MYCIO Wealth Partners
Pennsylvania
– -$17K -634 Closed
FPB
170
First PREMIER Bank
South Dakota
– -$10K -366 Closed
Credit Agricole
171
Credit Agricole
France
– -$8K -300 Closed
PWM
172
Perigon Wealth Management
California
– -$4K -146 Closed
FNBSF
173
First National Bank Sioux Falls
South Dakota
– -$3K -114 Closed
SNT
174
Security National Trust
West Virginia
– -$1K -28 Closed
EWM
175
Evercore Wealth Management
New York
– -$690 -24 -56%
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.