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PJT Partners

289 hedge funds and large institutions have $1.95B invested in PJT Partners in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 284289 (+5)

2.85% less ownership

Funds ownership: 89.22%86.38% (-2.8%)

12% less capital invested

Capital invested by funds: $2.2B → $1.95B (-$255M)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 106

48% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $3.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
289
Holders Change
+5
Holders Change %
+1.76%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
76
Reduced
106
Closed
33
Calls
$1.84M
Puts
$3.52M
Net Calls
-$1.68M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
GHP Investment Advisors
Colorado
$6.03K
WT
227
Whittier Trust
California
$5.56K -$197 -2 -3%
BCMLT
228
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.09K -$4.52K -46 -46%
JEST
229
JTC Employer Solutions Trustee
Jersey
$5K
SPIA
230
Steward Partners Investment Advisory
New York
$4.81K
VWM
231
Venturi Wealth Management
Texas
$4.71K
GI
232
GAMMA Investing
California
$3.96K +$1.47K +15 +56%
PWMG
233
Private Wealth Management Group
New Jersey
$3.96K +$3.15K +32 +320%
W
234
WealthCollab
Washington
$3.87K
BIA
235
Bell Investment Advisors
California
$3.21K
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.02K
CWP
237
Concord Wealth Partners
Virginia
$3.02K
CLOS
238
Compagnie Lombard Odier SCmA
Switzerland
$2.83K -$8.35K -85 -74%
AIM
239
Anchor Investment Management
South Carolina
$2.36K
GGI
240
Godsey & Gibb Inc
Virginia
$2.36K
HCM
241
Hollencrest Capital Management
California
$2.36K
RFA
242
Register Financial Advisors
Georgia
$2.36K +$2.46K +25 New
JWA
243
JFS Wealth Advisors
Pennsylvania
$2.07K
MA
244
Montag & Associates
Georgia
$2.07K +$2.16K +22 New
CA
245
CoreCap Advisors
Michigan
$1.98K +$2.06K +21 New
HI
246
Harbour Investments
Wisconsin
$1.79K
IFAM
247
Institutional & Family Asset Management
Colorado
$1.79K
BCWM
248
Bartlett & Co Wealth Management
Ohio
$1.7K
GJWM
249
Gilliland Jeter Wealth Management
Arkansas
$1.65K +$1.67K +17 New
TIM
250
Tortoise Investment Management
New York
$1.41K

PJT Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2024, worth a combined $1.95B — down 12% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PJT positions and 33 closed out — a net gain of 8 holders — while 76 added to existing stakes and 106 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $44.9M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $20M sold.

  • 289 institutional investors held PJT Partners (PJT) as of Q1 2024, up from 284 in Q4 2023.
  • Funds reported $1.95B of PJT Partners stock for Q1 2024, down 12% quarter-over-quarter.
  • 41 funds opened new PJT Partners positions in Q1 2024 and 33 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q1 2024 was Champlain Investment Partners, an estimated $44.9M added.
  • The largest PJT Partners seller in Q1 2024 was Jacobs Levy Equity Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.