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PJT Partners
PJT

202 hedge funds and large institutions have $679M invested in PJT Partners in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

98% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $789K

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

5% more funds holding

Funds holding: 192 → 202 (+10)

1% less capital invested

Capital invested by funds: $685M → $679M (-$5.73M)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

1.12% less ownership

Funds ownership: 65.79% → 64.67% (-1.1%)

Holders
202
Holders Change
+10
Holders Change %
+5.21%
% of All Funds
4.45%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
37
Increased
50
Reduced
55
Closed
23
Calls
$1.57M
Puts
$789K
Net Calls
+$777K
Net Calls Change
+$339K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$30.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$16.4M
4
ClearBridge Investments
ClearBridge Investments
New York
+$10M
5
Victory Capital Management
Victory Capital Management
Texas
+$7.86M

Top Sellers

Rank Fund Capital Flow
1
CC
Corsair Capital
New York
-$57.5M
2
Millennium Management
Millennium Management
New York
-$16.9M
3
SC
Sessa Capital
New York
-$10.7M
4
MCM
Maltese Capital Management
New York
-$4.82M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
151
Verus Capital Partners
Arizona
$3K – – –
WT
152
Whittier Trust
California
$3K – – –
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$3K +$920 +21 +45%
AA
154
Ancora Advisors
Ohio
$2K – – –
DAM
155
Delta Asset Management
Tennessee
$2K – – –
GRP
156
Global Retirement Partners
California
$2K – – –
HNB
157
Huntington National Bank
Ohio
$2K – – –
IFAM
158
Institutional & Family Asset Management
Colorado
$2K – – –
MCM
159
Manchester Capital Management
Vermont
$2K – – –
PAI
160
Pittenger & Anderson Inc
Nebraska
$2K – – –
SFG
161
Sowa Financial Group
Rhode Island
$2K – – –
WEC
162
Winslow Evans & Crocker
Massachusetts
$2K – – –
CAGAS
163
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.49K +34 New
TWA
164
TCI Wealth Advisors
Arizona
$2K +$1.62K +37 New
PCMK
165
Paragon Capital Management (Kansas)
Kansas
$2K +$2.19K +50 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74K -$351 -8 -17%
IA
167
IFP Advisors
Florida
$1K -$614 -14 -13%
FWM
168
Focused Wealth Management
New York
$1K -$482 -11 -48%
AF
169
Advisornet Financial
Minnesota
$1K – – –
BWA
170
BDO Wealth Advisors
Florida
$1K – – –
CWP
171
CFM Wealth Partners
Texas
$1K – – –
FCA
172
FinTrust Capital Advisors
South Carolina
$1K – – –
FHA
173
Flagship Harbor Advisors
Massachusetts
$1K – – –
HIA
174
Harbor Investment Advisory
Maryland
$1K – – –
RCG
175
Ruggie Capital Group
Florida
$1K – – –
5 6
7
8 9

PJT Hedge Fund Activity: Q1 2020 in Review

202 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2020, worth a combined $679M — down 0.84% from $685M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PJT positions and 23 closed out — a net gain of 14 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.3M. The largest seller was Corsair Capital, cutting an estimated $57.5M.

  • 202 institutional investors held PJT Partners (PJT) as of Q1 2020, up from 192 in Q4 2019.
  • Funds reported $679M of PJT Partners stock for Q1 2020, down 0.84% quarter-over-quarter.
  • 37 funds opened new PJT Partners positions in Q1 2020 and 23 closed out, a net change of +14 holders.
  • The largest PJT Partners buyer in Q1 2020 was AllianceBernstein, an estimated $30.3M added.
  • The largest PJT Partners seller in Q1 2020 was Corsair Capital, an estimated $57.5M sold.

Based on aggregated 13F filings for Q1 2020.