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PJT Partners
PJT

213 hedge funds and large institutions have $563M invested in PJT Partners in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

4% more funds holding

Funds holding: 205 → 213 (+8)

0.42% less ownership

Funds ownership: 65.67% → 65.25% (-0.42%)

20% less capital invested

Capital invested by funds: $707M → $563M (-$144M)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
42
Increased
35
Reduced
56
Closed
34
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
CC
Corsair Capital
New York
+$58.8M
2
Millennium Management
Millennium Management
New York
+$7.22M
3
Morgan Stanley
Morgan Stanley
New York
+$3.32M
4
BCMNY
Buckingham Capital Management (New York)
New York
+$2.01M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$10.4M
2
SC
Sessa Capital
New York
-$6.88M
3
JIM
Jupiter Investment Management
United Kingdom
-$3.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.95M
5
EAM
Eagle Asset Management
Florida
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
151
BDO Wealth Advisors
Florida
$3K – – –
ClearBridge Investments
152
ClearBridge Investments
New York
$3K – – –
FIB
153
First Interstate Bank
Montana
$3K – – –
MCA
154
Mercer Capital Advisers
New Jersey
$3K – – –
SMFS
155
Squar Milner Financial Services
California
$3K – – –
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$2.44K +$2.83K +63 New
RCAG
157
Rehmann Capital Advisory Group
Michigan
$2.25K – – –
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.13K -$269 -6 -10%
WEC
159
Winslow Evans & Crocker
Massachusetts
$2K -$13.5K -300 -97%
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$2K -$269 -6 -8%
CFD
161
Creative Financial Designs
Indiana
$2K – – –
HNB
162
Huntington National Bank
Ohio
$2K – – –
IFAM
163
Institutional & Family Asset Management
Colorado
$2K – – –
MCM
164
Manchester Capital Management
Vermont
$2K – – –
TFS
165
TrustCore Financial Services
Tennessee
$2K – – –
WT
166
Whittier Trust
California
$2K – – –
FCA
167
FinTrust Capital Advisors
South Carolina
$2K +$1.84K +41 New
AWM
168
Arbor Wealth Management
Florida
$2K +$2.11K +47 New
JCM
169
Jacobi Capital Management
Pennsylvania
$1K -$1.12K -25 -58%
NFG
170
Next Financial Group
Texas
$1K -$942 -21 -47%
AF
171
Advisornet Financial
Minnesota
$1K – – –
AWMS
172
Advocacy Wealth Management Services
Georgia
$1K – – –
Ameriprise
173
Ameriprise
Minnesota
$1K – – –
AAP
174
Arax Advisory Partners
Colorado
$1K – – –
CWA
175
Clarus Wealth Advisors
Arizona
$1K – – –
5 6
7
8 9

PJT Hedge Fund Activity: Q4 2018 in Review

213 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2018, worth a combined $563M — down 20% from $707M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PJT positions and 34 closed out — a net gain of 8 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Corsair Capital, opening a new position worth an estimated $58.8M. The largest seller was Renaissance Technologies, cutting an estimated $10.4M.

  • 213 institutional investors held PJT Partners (PJT) as of Q4 2018, up from 205 in Q3 2018.
  • Funds reported $563M of PJT Partners stock for Q4 2018, down 20% quarter-over-quarter.
  • 42 funds opened new PJT Partners positions in Q4 2018 and 34 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q4 2018 was Corsair Capital, an estimated $58.8M added.
  • The largest PJT Partners seller in Q4 2018 was Renaissance Technologies, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2018.