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PJT Partners

230 hedge funds and large institutions have $1.24B invested in PJT Partners in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $383K | Put options by funds: $70K

26% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 61

0.11% more ownership

Funds ownership: 71.49%71.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.25B → $1.24B (-$10.7M)

8% less funds holding

Funds holding: 250230 (-20)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
230
Holders Change
-20
Holders Change %
-8%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
77
Reduced
61
Closed
46
Calls
$383K
Puts
$70K
Net Calls
+$313K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WealthPLAN Partners
Nebraska
$71
BWL
227
Bogart Wealth LLC
Virginia
$70
GFPC
228
Global Financial Private Client
Florida
$70
CJL
229
Cyrus J. Lawrence
New York
$16
RI
230
Redwood Investments
Massachusetts
-$8.05M -111,474 Closed
WMSA
231
Weiss Multi-Strategy Advisers
New York
-$4.33M -60,000 Closed
BC
232
Brookfield Corp
Ontario, Canada
-$4.21M -58,337 Closed
IP
233
Interval Partners
New York
-$1.69M -23,362 Closed
Axa
234
Axa
France
-$1.43M -19,800 Closed
Russell Investments Group
235
Russell Investments Group
United Kingdom
-$1.09M -15,123 Closed
Lazard Asset Management
236
Lazard Asset Management
New York
-$1.07M -14,881 Closed
Jacobs Levy Equity Management
237
Jacobs Levy Equity Management
New Jersey
-$1.04M -14,351 Closed
BCM
238
BlueCrest Capital Management
Jersey
-$960K -13,300 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
239
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$938K -13,000 Closed
AG
240
Algert Global
California
-$908K -12,580 Closed
HF
241
HRT Financial
New York
-$891K -12,349 Closed
AR
242
Advisory Research
Illinois
-$868K -12,028 Closed
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
-$759K -10,515 Closed
CIC
244
Cornercap Investment Counsel
Georgia
-$580K -8,030 Closed
AI
245
AdvisorShares Investments
Maryland
-$393K -5,440 Closed
State of Wisconsin Investment Board
246
State of Wisconsin Investment Board
Wisconsin
-$312K -4,321 Closed
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
-$301K -4,172 Closed
FIA
248
FNY Investment Advisers
New York
-$295K -4,100 Closed
ECM
249
ExodusPoint Capital Management
New York
-$210K -2,909 Closed
VF
250
Virtu Financial
New York
-$207K -2,863 Closed

PJT Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2023, worth a combined $1.24B — down 0.86% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PJT and 26 opened new positions — a net loss of 20 holders — while 61 trimmed existing stakes and 77 added.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Loomis, Sayles & Company, cutting an estimated $9.84M.

  • 230 institutional investors held PJT Partners (PJT) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $1.24B of PJT Partners stock for Q2 2023, down 0.86% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest PJT Partners buyer in Q2 2023 was Fidelity Investments, an estimated $13M added.
  • The largest PJT Partners seller in Q2 2023 was Loomis, Sayles & Company, an estimated $9.84M sold.

Based on aggregated 13F filings for Q2 2023.