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PJT Partners

251 hedge funds and large institutions have $1.55B invested in PJT Partners in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $833K | Put options by funds: $269K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$312M)

9% more funds holding

Funds holding: 230251 (+21)

8.83% more ownership

Funds ownership: 71.6%80.43% (+8.8%)

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

Holders
251
Holders Change
+21
Holders Change %
+9.13%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
77
Reduced
72
Closed
14
Calls
$833K
Puts
$269K
Net Calls
+$564K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$1K +$155 +2 +14%
SFG
227
Steward Financial Group
Texas
$1K +$1K +13 New
HI
228
Harbour Investments
Wisconsin
$953
NSIM
229
North Star Investment Management
Illinois
$953
EWA
230
EverSource Wealth Advisors
Alabama
$874
TIM
231
Thompson Investment Management
Wisconsin
$874
WIM
232
Westside Investment Management
California
$795
GI
233
Gradient Investments
Minnesota
$794
SS
234
Sunbelt Securities
Texas
$556
CCP
235
Carmel Capital Partners
California
$477
KFS
236
Kelly Financial Services
Massachusetts
$477
SIC
237
SJS Investment Consulting
Ohio
$398 +$77 +1 +25%
AF
238
Advisornet Financial
Minnesota
$397 -$773 -10 -67%
SCA
239
Stonebridge Capital Advisors
Minnesota
$397
BWL
240
Bogart Wealth LLC
Virginia
$318 +$232 +3 +300%
NA
241
NewEdge Advisors
Louisiana
$253
WOSD
242
WFA of San Diego
California
$239
SIS
243
Sound Income Strategies
Florida
$238 -$155 -2 -40%
BLC
244
Brown, Lisle/Cummings
Rhode Island
$238
BWP
245
Baldwin Wealth Partners
Massachusetts
$159
CWM
246
Compass Wealth Management
Connecticut
$159
GWMIA
247
Global Wealth Management Investment Advisory
Florida
$159
PA
248
PSI Advisors
Florida
$159
RG
249
Retirement Group
California
$159
GFPC
250
Global Financial Private Client
Florida
$79

PJT Hedge Fund Activity: Q3 2023 in Review

251 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2023, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PJT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $57.9M. The largest seller was Tudor Investment Corp, cutting an estimated $8.52M.

  • 251 institutional investors held PJT Partners (PJT) as of Q3 2023, up from 230 in Q2 2023.
  • Funds reported $1.55B of PJT Partners stock for Q3 2023, up 25% quarter-over-quarter.
  • 36 funds opened new PJT Partners positions in Q3 2023 and 14 closed out, a net change of +22 holders.
  • The largest PJT Partners buyer in Q3 2023 was Macquarie Group, an estimated $57.9M added.
  • The largest PJT Partners seller in Q3 2023 was Tudor Investment Corp, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2023.