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PJT Partners
PJT

Overview Fund Activity

249 hedge funds and large institutions have $1.25B invested in PJT Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+12
Holders Change %
+5.06%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
74
Reduced
70
Closed
26
Calls
$1.62M
Puts
$491K
Net Calls
+$1.13M
Net Calls Change
-$6.46M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$60.3M
2
TCM
2
TimesSquare Capital Management
New York
$22M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$10M
4
BCM
4
Basswood Capital Management
New York
$6.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$982K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
EAM
4
Eagle Asset Management
Florida
$57.3M
5
Man Group
5
Man Group
United Kingdom
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
Westside Investment Management
California
$722 – – –
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$505 +$505 +7 New
SS
228
Sunbelt Securities
Texas
$500 +$500 +7 New
KFS
229
Kelly Financial Services
Massachusetts
$433 – – –
CCP
230
Carmel Capital Partners
California
$433 +$433 +6 New
SCA
231
Stonebridge Capital Advisors
Minnesota
$361 +$361 +5 New
PMFA
232
Plante Moran Financial Advisors
Michigan
$361 +$361 +5 New
BAAM
233
Baker Avenue Asset Management
California
$289 – – –
QCG
234
Quadrant Capital Group
Ohio
$289 – – –
DI
235
Disciplined Investments
Oklahoma
$289 – – –
SIC
236
SJS Investment Consulting
Ohio
$217 -$289 -4 -57%
BLC
237
Brown, Lisle/Cummings
Rhode Island
$217 – – –
SIS
238
Sound Income Strategies
Florida
$217 – – –
CWM
239
Compass Wealth Management
Connecticut
$145 – – –
PA
240
PSI Advisors
Florida
$144 – – –
BWP
241
Baldwin Wealth Partners
Massachusetts
$144 +$144 +2 New
WP
242
WealthPLAN Partners
Nebraska
$73 +$73 +1 New
AWM
243
Abound Wealth Management
Tennessee
$73 +$73 +1 New
BWL
244
Bogart Wealth LLC
Virginia
$72 -$576 -8 -89%
GFPC
245
Global Financial Private Client
Florida
$72 – – –
TCWA
246
Ten Capital Wealth Advisors
Washington
$72 – – –
CT
247
Cambridge Trust
Massachusetts
$72 – – –
FGAM
248
Financial Gravity Asset Management
Texas
$1 – -2 -3%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
– -$14.3M -188,101 Closed
Point72 Asset Management
250
Point72 Asset Management
Connecticut
– -$8.61M -116,875 Closed
7 8 9
10
11