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PJT Partners

213 hedge funds and large institutions have $563M invested in PJT Partners in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

4% more funds holding

Funds holding: 205213 (+8)

0.42% less ownership

Funds ownership: 65.67%65.25% (-0.42%)

20% less capital invested

Capital invested by funds: $707M → $563M (-$144M)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
42
Increased
35
Reduced
56
Closed
34
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
-$125K -2,385 Closed
QT
202
Quantbot Technologies
New York
-$117K -2,250 Closed
SWP
203
Stratos Wealth Partners
Ohio
-$83K -1,577 Closed
SPIA
204
Steward Partners Investment Advisory
New York
-$15K -292 Closed
CPIG
205
Chicago Partners Investment Group
Illinois
-$10K -225 Closed
APP
206
Avantax Planning Partners
Iowa
-$12K -224 Closed
ICM
207
IMS Capital Management
Oregon
-$11K -212 Closed
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
-$8K -150 Closed
KJWM
209
Kiley Juergens Wealth Management
Washington
-$6K -130 Closed
Federated Hermes
210
Federated Hermes
Pennsylvania
-$4K -75 Closed
CFA
211
Carroll Financial Associates
North Carolina
-$2.42K -54 -96%
QI
212
QS Investors
New York
-$3K -51 Closed
IP
213
Intellectus Partners
California
-$3K -50 Closed
AA
214
Ancora Advisors
Ohio
-$2K -45 Closed
AC
215
Avestar Capital
New York
-$1.66K -37 -84%
BWP
216
Baldwin Wealth Partners
Massachusetts
-$2K -37 Closed
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
-$1K -25 Closed
GP
218
Girard Partners
Pennsylvania
-$1K -22 Closed
KF
219
Krilogy Financial
Missouri
-$1K -13 Closed
MFBTD
220
MB Financial Bank - Trust Department
Illinois
-$1K -11 Closed
WAP
221
Wealthcare Advisory Partners
Pennsylvania
-$90 -2 -33%
PCFFS
222
Pacific Center for Financial Services
California
-$45 -1 -50%
1NWS
223
1 North Wealth Services
Maryland
+$45 +1 New
SIS
224
Sound Income Strategies
Florida
+$45 +1 New
GWMIA
225
Global Wealth Management Investment Advisory
Florida
+$90 +2 New

PJT Hedge Fund Activity: Q4 2018 in Review

213 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2018, worth a combined $563M — down 20% from $707M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PJT positions and 34 closed out — a net gain of 8 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Corsair Capital, opening a new position worth an estimated $58.8M. The largest seller was Renaissance Technologies, cutting an estimated $10.4M.

  • 213 institutional investors held PJT Partners (PJT) as of Q4 2018, up from 205 in Q3 2018.
  • Funds reported $563M of PJT Partners stock for Q4 2018, down 20% quarter-over-quarter.
  • 42 funds opened new PJT Partners positions in Q4 2018 and 34 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q4 2018 was Corsair Capital, an estimated $58.8M added.
  • The largest PJT Partners seller in Q4 2018 was Renaissance Technologies, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2018.