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PJT Partners

250 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

229% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $491K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

5% more funds holding

Funds holding: 238250 (+12)

1.07% more ownership

Funds ownership: 70.42%71.49% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$9.98M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
Gradient Investments
Minnesota
$722
WIM
227
Westside Investment Management
California
$722
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$505 +$537 +7 New
SS
229
Sunbelt Securities
Texas
$500 +$537 +7 New
KFS
230
Kelly Financial Services
Massachusetts
$433
CCP
231
Carmel Capital Partners
California
$433 +$460 +6 New
PMFA
232
Plante Moran Financial Advisors
Michigan
$361 +$384 +5 New
SCA
233
Stonebridge Capital Advisors
Minnesota
$361 +$384 +5 New
BAAM
234
Baker Avenue Asset Management
California
$289
DI
235
Disciplined Investments
Oklahoma
$289
QCG
236
Quadrant Capital Group
Ohio
$289
SIC
237
SJS Investment Consulting
Ohio
$217 -$307 -4 -57%
BLC
238
Brown, Lisle/Cummings
Rhode Island
$217
SIS
239
Sound Income Strategies
Florida
$217
CWM
240
Compass Wealth Management
Connecticut
$145
PA
241
PSI Advisors
Florida
$144
BWP
242
Baldwin Wealth Partners
Massachusetts
$144 +$153 +2 New
AWM
243
Abound Wealth Management
Tennessee
$73 +$77 +1 New
WP
244
WealthPLAN Partners
Nebraska
$73 +$77 +1 New
BWL
245
Bogart Wealth LLC
Virginia
$72 -$614 -8 -89%
CT
246
Cambridge Trust
Massachusetts
$72
GFPC
247
Global Financial Private Client
Florida
$72
TCWA
248
Ten Capital Wealth Advisors
Washington
$72
FGAM
249
Financial Gravity Asset Management
Texas
$1 -$153 -2 -3%
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
-$14.3M -188,101 Closed

PJT Hedge Fund Activity: Q1 2023 in Review

250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2023, worth a combined $1.25B — up 0.81% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PJT positions and 26 closed out — a net gain of 14 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.5M. The largest seller was Balyasny Asset Management, cutting an estimated $36.2M.

  • 250 institutional investors held PJT Partners (PJT) as of Q1 2023, up from 238 in Q4 2022.
  • Funds reported $1.25B of PJT Partners stock for Q1 2023, up 0.81% quarter-over-quarter.
  • 40 funds opened new PJT Partners positions in Q1 2023 and 26 closed out, a net change of +14 holders.
  • The largest PJT Partners buyer in Q1 2023 was Wellington Management Group, an estimated $29.5M added.
  • The largest PJT Partners seller in Q1 2023 was Balyasny Asset Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2023.