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PJT Partners
PJT

Overview Fund Activity

248 hedge funds and large institutions have $1.55B invested in PJT Partners in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
35
Increased
77
Reduced
72
Closed
14
Calls
$833K
Puts
$269K
Net Calls
+$564K
Net Calls Change
+$251K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$59.5M
2
Millennium Management
Millennium Management
New York
$22.6M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$14.4M
4
Bank of America
Bank of America
North Carolina
$19.7M
5
CIP
Chartwell Investment Partners
Pennsylvania
$8.68M

Top Sellers

1
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.51M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$31.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.7M
4
FCM
Frontier Capital Management
Massachusetts
$15.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
226
North Star Investment Management
Illinois
$953 – – –
TIM
227
Thompson Investment Management
Wisconsin
$874 – – –
EWA
228
EverSource Wealth Advisors
Alabama
$874 – – –
WIM
229
Westside Investment Management
California
$795 – – –
GI
230
Gradient Investments
Minnesota
$794 – – –
SS
231
Sunbelt Securities
Texas
$556 – – –
CCP
232
Carmel Capital Partners
California
$477 – – –
KFS
233
Kelly Financial Services
Massachusetts
$477 – – –
SIC
234
SJS Investment Consulting
Ohio
$398 +$80 +1 +25%
AF
235
Advisornet Financial
Minnesota
$397 -$794 -10 -67%
SCA
236
Stonebridge Capital Advisors
Minnesota
$397 – – –
BWL
237
Bogart Wealth LLC
Virginia
$318 +$239 +3 +300%
NA
238
NewEdge Advisors
Louisiana
$253 – – –
WOSD
239
WFA of San Diego
California
$239 – – –
SIS
240
Sound Income Strategies
Florida
$238 -$159 -2 -40%
BLC
241
Brown, Lisle/Cummings
Rhode Island
$238 – – –
PA
242
PSI Advisors
Florida
$159 – – –
CWM
243
Compass Wealth Management
Connecticut
$159 – – –
BWP
244
Baldwin Wealth Partners
Massachusetts
$159 – – –
RG
245
Retirement Group
California
$159 – – –
GWMIA
246
Global Wealth Management Investment Advisory
Florida
$159 – – –
GFPC
247
Global Financial Private Client
Florida
$79 – – –
PCM
248
Prana Capital Management
Connecticut
– -$1.83M -26,298 Closed
SGI
249
Summit Global Investments
Utah
– -$569K -8,166 Closed
GCP
250
GSA Capital Partners
United Kingdom
– -$465K -6,683 Closed
7 8 9
10
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