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PJT Partners
PJT

205 hedge funds and large institutions have $842M invested in PJT Partners in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $679M → $842M (+$162M)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

3.54% more ownership

Funds ownership: 64.67% → 68.21% (+3.5%)

1% more funds holding

Funds holding: 202 → 205 (+3)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

43% less call options, than puts

Call options by funds: $737K | Put options by funds: $1.3M

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
205
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
4.2%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
37
Increased
59
Reduced
54
Closed
32
Calls
$737K
Puts
$1.3M
Net Calls
-$565K
Net Calls Change
-$1.34M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$28.2M
2
TCM
TimesSquare Capital Management
New York
+$14.8M
3
Millennium Management
Millennium Management
New York
+$9.67M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$8.33M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.94M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$15.4M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$12.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
4
EAM
Eagle Asset Management
Florida
-$8.49M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$1K -$493 -10 -29%
FMT
177
First Mercantile Trust
Tennessee
$1K -$49 -1 -4%
AF
178
Advisornet Financial
Minnesota
$1K – – –
CWP
179
CFM Wealth Partners
Texas
$1K – – –
FHA
180
Flagship Harbor Advisors
Massachusetts
$1K – – –
FWM
181
Focused Wealth Management
New York
$1K – – –
HIA
182
Harbor Investment Advisory
Maryland
$1K – – –
JWA
183
JFS Wealth Advisors
Pennsylvania
$1K – – –
PA
184
Procyon Advisors
Connecticut
$1K – – –
RCG
185
Ruggie Capital Group
Florida
$1K – – –
SNT
186
Security National Trust
West Virginia
$1K – – –
SIM
187
Sonora Investment Management
Arizona
$1K – – –
S
188
SignatureFD
Georgia
$1K +$493 +10 New
SWA
189
Sutton Wealth Advisors
Florida
$873 – – –
KFS
190
Kelly Financial Services
Massachusetts
$308 – – –
GFPC
191
Global Financial Private Client
Florida
$50 – – –
WIM
192
Westside Investment Management
California
$12 – – –
Victory Capital Management
193
Victory Capital Management
Texas
– -$15.4M -355,380 Closed
Hudson Bay Capital Management
194
Hudson Bay Capital Management
Connecticut
– -$4.34M -100,000 Closed
SC
195
Sessa Capital
New York
– -$2.4M -55,332 Closed
Marshall Wace
196
Marshall Wace
United Kingdom
– -$2.33M -53,642 Closed
CC
197
Corsair Capital
New York
– -$1.74M -40,019 Closed
MCM
198
Maltese Capital Management
New York
– -$1.3M -30,000 Closed
AC
199
Athanor Capital
New York
– -$1.08M -24,977 Closed
PI
200
PEAK6 Investments
Illinois
– -$624K -14,376 Closed
5 6 7
8
9

PJT Hedge Fund Activity: Q2 2020 in Review

205 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2020, worth a combined $842M — up 24% from $679M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PJT positions and 32 closed out — a net gain of 5 holders — while 59 added to existing stakes and 54 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $28.2M. The largest seller was Victory Capital Management, exiting entirely with an estimated $15.4M sold.

  • 205 institutional investors held PJT Partners (PJT) as of Q2 2020, up from 202 in Q1 2020.
  • Funds reported $842M of PJT Partners stock for Q2 2020, up 24% quarter-over-quarter.
  • 37 funds opened new PJT Partners positions in Q2 2020 and 32 closed out, a net change of +5 holders.
  • The largest PJT Partners buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $28.2M added.
  • The largest PJT Partners seller in Q2 2020 was Victory Capital Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2020.