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PJT Partners
PJT

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

2.85% more ownership

Funds ownership: 62.81% → 65.67% (+2.9%)

3% more capital invested

Capital invested by funds: $687M → $707M (+$20.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 206 → 205 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

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

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
+$33.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$27M
3
CTA
Carillon Tower Advisers
Florida
+$24.6M
4
Bank of America
Bank of America
North Carolina
+$5.12M
5
ERSOT
Employees Retirement System of Texas
Texas
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$15.4M
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
-$3.88M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.19K – – –
RCAG
152
Rehmann Capital Advisory Group
Michigan
$3.04K -$56 -1 -2%
CFD
153
Creative Financial Designs
Indiana
$3K – – –
FIB
154
First Interstate Bank
Montana
$3K – – –
IP
155
Intellectus Partners
California
$3K – – –
QI
156
QS Investors
New York
$3K – – –
WT
157
Whittier Trust
California
$3K – – –
CFA
158
Carroll Financial Associates
North Carolina
$2K -$225 -4 -7%
AAP
159
Arax Advisory Partners
Colorado
$2K – – –
BWP
160
Baldwin Wealth Partners
Massachusetts
$2K – – –
FHA
161
Flagship Harbor Advisors
Massachusetts
$2K – – –
GRP
162
Global Retirement Partners
California
$2K – – –
HNB
163
Huntington National Bank
Ohio
$2K – – –
MCM
164
Manchester Capital Management
Vermont
$2K – – –
RCG
165
Ruggie Capital Group
Florida
$2K – – –
TFS
166
TrustCore Financial Services
Tennessee
$2K – – –
YWP
167
YorkBridge Wealth Partners
New York
$2K – – –
JCM
168
Jacobi Capital Management
Pennsylvania
$2K +$2.42K +43 New
IFAM
169
Institutional & Family Asset Management
Colorado
$2K +$2.48K +44 New
AA
170
Ancora Advisors
Ohio
$2K +$2.53K +45 New
NFG
171
Next Financial Group
Texas
$2K +$2.53K +45 New
Ameriprise
172
Ameriprise
Minnesota
$1K -$1.38M -24,544 -100%
FWM
173
Focused Wealth Management
New York
$1K -$1.18K -21 -60%
AF
174
Advisornet Financial
Minnesota
$1K -$282 -5 -25%
AWMS
175
Advocacy Wealth Management Services
Georgia
$1K – – –
5 6
7
8 9

PJT Hedge Fund Activity: Q3 2018 in Review

205 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2018, worth a combined $707M — up 3% from $687M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PJT and 26 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 49 added.

The largest buyer was Eagle Asset Management, adding an estimated $33.2M. The largest seller was Renaissance Technologies, cutting an estimated $15.4M.

  • 205 institutional investors held PJT Partners (PJT) as of Q3 2018, down from 206 in Q2 2018.
  • Funds reported $707M of PJT Partners stock for Q3 2018, up 3% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q3 2018 and 27 closed out, a net change of -1 holder.
  • The largest PJT Partners buyer in Q3 2018 was Eagle Asset Management, an estimated $33.2M added.
  • The largest PJT Partners seller in Q3 2018 was Renaissance Technologies, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2018.