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PJT Partners

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: 44 (0)

3% less funds holding

Funds holding: 213207 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Bruderman Asset Management
New York
$1K
ESB
177
Essex Savings Bank
Connecticut
$1K
FHA
178
Flagship Harbor Advisors
Massachusetts
$1K
FWM
179
Focused Wealth Management
New York
$1K
RCG
180
Ruggie Capital Group
Florida
$1K
SIM
181
Sonora Investment Management
Arizona
$1K
WB
182
Webster Bank
Connecticut
$1K
SWA
183
Sutton Wealth Advisors
Florida
$711
KFS
184
Kelly Financial Services
Massachusetts
$251 +$257 +6 New
OAM
185
Oxford Asset Management
United Kingdom
-$727K -18,752 Closed
EGM
186
Engineers Gate Manager
New York
-$582K -15,024 Closed
PAM
187
Panagora Asset Management
Massachusetts
-$416K -10,740 Closed
TI
188
Trexquant Investment
Connecticut
-$414K -10,683 Closed
DTL
189
Dynamic Technology Lab
Singapore
-$380K -9,821 Closed
JMH
190
J.M. Hartwell
New York
-$331K -8,550 Closed
EMG
191
Ellington Management Group
Connecticut
-$287K -7,400 Closed
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-$296K -6,894 Closed
SSA
193
Schonfeld Strategic Advisors
New York
-$267K -6,890 Closed
FHB
194
First Hawaiian Bank
Hawaii
-$47K -1,210 Closed
LPC
195
Loeb Partners Corp
New York
-$21.4K -500 -98%
CA
196
Claro Advisors
Massachusetts
-$17K -318 Closed
LFA
197
Legacy Financial Advisors
Kentucky
-$6K -147 Closed
PCP
198
Proficio Capital Partners
Massachusetts
-$4K -100 Closed
AWM
199
Arbor Wealth Management
Florida
-$2K -47 Closed
MOS
200
MGO One Seven
Ohio
-$1K -34 Closed

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.