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PJT Partners
PJT

207 hedge funds and large institutions have $624M invested in PJT Partners in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

11% more capital invested

Capital invested by funds: $563M → $624M (+$61M)

0.32% more ownership

Funds ownership: 65.25% → 65.57% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 213 → 207 (-6)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $230K

Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
60
Reduced
47
Closed
25
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$233K

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$13.2M
2
Millennium Management
Millennium Management
New York
+$12.5M
3
Goldman Sachs
Goldman Sachs
New York
+$9.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.94M
5
SIM
Spark Investment Management
New York
+$3.37M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.6M
2
SC
Sessa Capital
New York
-$10.6M
3
Morgan Stanley
Morgan Stanley
New York
-$4.73M
4
ERSOT
Employees Retirement System of Texas
Texas
-$3.3M
5
BlackRock
BlackRock
New York
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
151
Capital Advisory Group Advisory Services
Minnesota
$3K -$429 -10 -14%
FIB
152
First Interstate Bank
Montana
$3K – – –
MCA
153
Mercer Capital Advisers
New Jersey
$3K – – –
SMFS
154
Squar Milner Financial Services
California
$3K – – –
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$2.63K – – –
RCAG
156
Rehmann Capital Advisory Group
Michigan
$2.42K – – –
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3K – – –
IA
158
IFP Advisors
Florida
$2K -$29.9K -698 -83%
DAM
159
Delta Asset Management
Tennessee
$2K -$4.29K -100 -66%
BWA
160
BDO Wealth Advisors
Florida
$2K -$1.33K -31 -43%
HNB
161
Huntington National Bank
Ohio
$2K -$300 -7 -16%
CFD
162
Creative Financial Designs
Indiana
$2K – – –
FCA
163
FinTrust Capital Advisors
South Carolina
$2K – – –
GRP
164
Global Retirement Partners
California
$2K – – –
IFAM
165
Institutional & Family Asset Management
Colorado
$2K – – –
MCM
166
Manchester Capital Management
Vermont
$2K – – –
TFS
167
TrustCore Financial Services
Tennessee
$2K – – –
WT
168
Whittier Trust
California
$2K – – –
WEC
169
Winslow Evans & Crocker
Massachusetts
$2K – – –
YWP
170
YorkBridge Wealth Partners
New York
$2K – – –
AIM
171
Assured Investment Management
New York
$1K -$64.6K -1,506 -99%
AIC
172
Ameritas Investment Company
Nebraska
$1K -$10.1K -236 -88%
AF
173
Advisornet Financial
Minnesota
$1K – – –
AWMS
174
Advocacy Wealth Management Services
Georgia
$1K – – –
BWL
175
Bogart Wealth LLC
Virginia
$1K – – –
5 6
7
8 9

PJT Hedge Fund Activity: Q1 2019 in Review

207 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2019, worth a combined $624M — up 11% from $563M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PJT and 22 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 60 added.

The largest buyer was ClearBridge Investments, adding an estimated $13.2M. The largest seller was Fidelity Investments, cutting an estimated $32.6M.

  • 207 institutional investors held PJT Partners (PJT) as of Q1 2019, down from 213 in Q4 2018.
  • Funds reported $624M of PJT Partners stock for Q1 2019, up 11% quarter-over-quarter.
  • 22 funds opened new PJT Partners positions in Q1 2019 and 25 closed out, a net change of -3 holders.
  • The largest PJT Partners buyer in Q1 2019 was ClearBridge Investments, an estimated $13.2M added.
  • The largest PJT Partners seller in Q1 2019 was Fidelity Investments, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2019.