We are live on ! Find out more
PJT icon

PJT Partners

284 hedge funds and large institutions have $2.2B invested in PJT Partners in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $7.77M | Put options by funds: $1.98M

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.55B → $2.2B (+$653M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 251284 (+33)

8.79% more ownership

Funds ownership: 80.43%89.22% (+8.8%)

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
56
Increased
70
Reduced
102
Closed
18
Calls
$7.77M
Puts
$1.98M
Net Calls
+$5.8M
Net Calls Change
+$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$5.2K
VWM
227
Venturi Wealth Management
Texas
$5.09K
JEST
228
JTC Employer Solutions Trustee
Jersey
$5K
W
229
WealthCollab
Washington
$4.18K +$3.52K +41 New
BIA
230
Bell Investment Advisors
California
$3.46K -$516 -6 -15%
CWP
231
Concord Wealth Partners
Virginia
$3.26K
LWANC
232
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.26K
FFA
233
Farther Finance Advisors
California
$2.65K -$430 -5 -16%
GI
234
GAMMA Investing
California
$2.6K +$2.32K +27 New
AIM
235
Anchor Investment Management
South Carolina
$2.55K
GGI
236
Godsey & Gibb Inc
Virginia
$2.55K
HCM
237
Hollencrest Capital Management
California
$2.55K
JWA
238
JFS Wealth Advisors
Pennsylvania
$2.24K -$86 -1 -4%
BC
239
Bartlett & Co
Ohio
$2K
IFAM
240
Institutional & Family Asset Management
Colorado
$1.94K
HI
241
Harbour Investments
Wisconsin
$1.94K +$602 +7 +58%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$1.85K
CT
243
Caldwell Trust
Florida
$1.73K
FWM
244
Focused Wealth Management
New York
$1.73K
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53K
TIM
246
Tortoise Investment Management
New York
$1.53K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.43K +$1.2K +14 New
BBPWM
248
Blue Bell Private Wealth Management
Pennsylvania
$1.32K
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$1.32K +$1.12K +13 New
VL
250
Vima LLC
Michigan
$1.32K +$1.12K +13 New

PJT Hedge Fund Activity: Q4 2023 in Review

284 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2023, worth a combined $2.2B — up 42% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PJT positions and 18 closed out — a net gain of 38 holders — while 70 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Aberdeen Group, cutting an estimated $18.7M.

  • 284 institutional investors held PJT Partners (PJT) as of Q4 2023, up from 251 in Q3 2023.
  • Funds reported $2.2B of PJT Partners stock for Q4 2023, up 42% quarter-over-quarter.
  • 56 funds opened new PJT Partners positions in Q4 2023 and 18 closed out, a net change of +38 holders.
  • The largest PJT Partners buyer in Q4 2023 was BlackRock, an estimated $122M added.
  • The largest PJT Partners seller in Q4 2023 was Aberdeen Group, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.