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PJT Partners
PJT

Overview Fund Activity

180 hedge funds and large institutions have $613M invested in PJT Partners in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
52
Reduced
43
Closed
23
Calls
$785K
Puts
$452K
Net Calls
+$333K
Net Calls Change
+$301K

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$12.3M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$23M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.53M
4
MPAM
4
Monarch Partners Asset Management
Massachusetts
$3.53M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.48M
2
PCM
2
Penn Capital Management
Pennsylvania
$0
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$973K
4
KA
4
Klingman & Associates
New York
$5.08M
5
SIM
5
Spark Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Next Financial Group
Texas
$1K -$429 -15 -30%
AWMS
152
Advocacy Wealth Management Services
Georgia
$1K – – –
FCA
153
FinTrust Capital Advisors
South Carolina
$1K – – –
SIM
154
Sonora Investment Management
Arizona
$1K – – –
WB
155
Webster Bank
Connecticut
$1K – – –
VNA
156
Valley National Advisers
Pennsylvania
$1K – – –
FHA
157
Flagship Harbor Advisors
Massachusetts
$1K – – –
BWL
158
Bogart Wealth LLC
Virginia
$1K – – –
IA
159
IFP Advisors
Florida
$1K +$1K +79 New
SWA
160
Sutton Wealth Advisors
Florida
$692 – – –
EW
161
Evoke Wealth
California
$407 +$407 +10 New
KFS
162
Kelly Financial Services
Massachusetts
$244 – – –
PCM
163
Penn Capital Management
Pennsylvania
– -$5.48M -135,338 Closed
SIM
164
Spark Investment Management
New York
– -$1.38M -34,132 Closed
Renaissance Technologies
165
Renaissance Technologies
New York
– -$1.01M -24,900 Closed
VF
166
Virtu Financial
New York
– -$642K -15,833 Closed
MWNA
167
Marshall Wace North America
New York
– -$368K -9,082 Closed
Ameriprise
168
Ameriprise
Minnesota
– -$242K -5,959 Closed
OAM
169
Oppenheimer Asset Management
New York
– -$61K -1,500 Closed
AG
170
Aperio Group
California
– -$53K -1,313 Closed
GAM
171
Griffin Asset Management
New York
– -$19K -457 Closed
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
– -$14K -350 Closed
JPLA
173
Joseph P. Lucia & Associates
New York
– -$8K -200 Closed
SMFS
174
Squar Milner Financial Services
California
– -$6K -156 Closed
PCMK
175
Paragon Capital Management (Kansas)
Kansas
– -$2K -50 Closed
4 5 6
7
8