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PJT Partners
PJT

206 hedge funds and large institutions have $687M invested in PJT Partners in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

21% more capital invested

Capital invested by funds: $569M → $687M (+$118M)

3.54% more ownership

Funds ownership: 59.27% → 62.81% (+3.5%)

6% less funds holding

Funds holding: 218 → 206 (-12)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

70% less call options, than puts

Call options by funds: $218K | Put options by funds: $725K

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
66
Reduced
47
Closed
34
Calls
$218K
Puts
$725K
Net Calls
-$507K
Net Calls Change
-$247K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.7M
2
EAM
Eagle Asset Management
Florida
+$29.5M
3
CTA
Carillon Tower Advisers
Florida
+$14.1M
4
BlackRock
BlackRock
New York
+$12.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
SC
Sessa Capital
New York
-$16.3M
2
Millennium Management
Millennium Management
New York
-$8.92M
3
ACL
Azora Capital LP
Florida
-$6.58M
4
MCM
Maltese Capital Management
New York
-$4.39M
5
UM
Ulysses Management
New York
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
151
Proficio Capital Partners
Massachusetts
$5K – – –
Federated Hermes
152
Federated Hermes
Pennsylvania
$5K +$657 +12 +16%
SMFS
153
Squar Milner Financial Services
California
$5K +$5.14K +94 New
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$4K – – –
ClearBridge Investments
155
ClearBridge Investments
New York
$4K – – –
MCA
156
Mercer Capital Advisers
New Jersey
$4K – – –
BWA
157
BDO Wealth Advisors
Florida
$4K +$1.7K +31 +76%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.26K -$10.1K -185 -75%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$3.15K +$2.02K +37 +168%
CFD
160
Creative Financial Designs
Indiana
$3K – – –
FIB
161
First Interstate Bank
Montana
$3K – – –
IP
162
Intellectus Partners
California
$3K – – –
WT
163
Whittier Trust
California
$3K – – –
CFA
164
Carroll Financial Associates
North Carolina
$3K +$109 +2 +3%
QI
165
QS Investors
New York
$3K +$219 +4 +9%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$3K +$2.74K +50 New
BWP
167
Baldwin Wealth Partners
Massachusetts
$2K – – –
FWM
168
Focused Wealth Management
New York
$2K – – –
GRP
169
Global Retirement Partners
California
$2K – – –
KCPG
170
Kavar Capital Partners Group
Kansas
$2K – – –
MCM
171
Manchester Capital Management
Vermont
$2K – – –
RCG
172
Ruggie Capital Group
Florida
$2K – – –
TFS
173
TrustCore Financial Services
Tennessee
$2K – – –
YWP
174
YorkBridge Wealth Partners
New York
$2K – – –
HNB
175
Huntington National Bank
Ohio
$2K +$383 +7 +19%
5 6
7
8 9

PJT Hedge Fund Activity: Q2 2018 in Review

206 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2018, worth a combined $687M — up 21% from $569M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PJT and 23 opened new positions — a net loss of 11 holders — while 47 trimmed existing stakes and 66 added.

The largest buyer was Fidelity Investments, adding an estimated $44.7M. The largest seller was Sessa Capital, cutting an estimated $16.3M.

  • 206 institutional investors held PJT Partners (PJT) as of Q2 2018, down from 218 in Q1 2018.
  • Funds reported $687M of PJT Partners stock for Q2 2018, up 21% quarter-over-quarter.
  • 23 funds opened new PJT Partners positions in Q2 2018 and 34 closed out, a net change of -11 holders.
  • The largest PJT Partners buyer in Q2 2018 was Fidelity Investments, an estimated $44.7M added.
  • The largest PJT Partners seller in Q2 2018 was Sessa Capital, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2018.