We are live on ! Find out more
PJT icon

PJT Partners

200 hedge funds and large institutions have $511M invested in PJT Partners in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $424K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

23% more capital invested

Capital invested by funds: $416M → $511M (+$95.6M)

6% more funds holding

Funds holding: 188200 (+12)

1.69% more ownership

Funds ownership: 58.58%60.28% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

Holders
200
Holders Change
+12
Holders Change %
+6.38%
% of All Funds
4.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
34
Increased
44
Reduced
49
Closed
22
Calls
$2.92M
Puts
$424K
Net Calls
+$2.5M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
151
Mercer Capital Advisers
New Jersey
$3K
SEI Investments
152
SEI Investments
Pennsylvania
$3K +$732 +18 +50%
WT
153
Whittier Trust
California
$3K +$2.4K +59 New
CA
154
Calton & Associates
Florida
$3K +$3.05K +75 New
FWM
155
Focused Wealth Management
New York
$2K -$894 -22 -38%
CFA
156
Carroll Financial Associates
North Carolina
$2K -$203 -5 -8%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2K -$81 -2 -5%
1832 Asset Management
158
1832 Asset Management
Ontario, Canada
$2K
BWP
159
Baldwin Wealth Partners
Massachusetts
$2K
BWA
160
BDO Wealth Advisors
Florida
$2K
BBHC
161
Brown Brothers Harriman & Co
New York
$2K
CFD
162
Creative Financial Designs
Indiana
$2K
GRP
163
Global Retirement Partners
California
$2K
HNB
164
Huntington National Bank
Ohio
$2K
IP
165
Intellectus Partners
California
$2K
MCM
166
Manchester Capital Management
Vermont
$2K
YWP
167
YorkBridge Wealth Partners
New York
$2K
QI
168
QS Investors
New York
$2K +$1.75K +43 New
TFS
169
TrustCore Financial Services
Tennessee
$2K +$1.83K +45 New
AWA
170
Acorn Wealth Advisors
Michigan
$2K +$1.87K +46 New
SIM
171
Sonora Investment Management
Arizona
$1.14K
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$325 -8 -17%
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$1K -$122 -3 -19%
AWMS
174
Advocacy Wealth Management Services
Georgia
$1K
AAP
175
Arax Advisory Partners
Colorado
$1K

PJT Hedge Fund Activity: Q4 2017 in Review

200 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2017, worth a combined $511M — up 23% from $416M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PJT positions and 22 closed out — a net gain of 12 holders — while 44 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.3M. The largest seller was Millennium Management, cutting an estimated $8.27M.

  • 200 institutional investors held PJT Partners (PJT) as of Q4 2017, up from 188 in Q3 2017.
  • Funds reported $511M of PJT Partners stock for Q4 2017, up 23% quarter-over-quarter.
  • 34 funds opened new PJT Partners positions in Q4 2017 and 22 closed out, a net change of +12 holders.
  • The largest PJT Partners buyer in Q4 2017 was Fidelity Investments, an estimated $10.3M added.
  • The largest PJT Partners seller in Q4 2017 was Millennium Management, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2017.