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PJT Partners

304 hedge funds and large institutions have $2.24B invested in PJT Partners in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $517K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

15% more capital invested

Capital invested by funds: $1.95B → $2.24B (+$288M)

5% more funds holding

Funds holding: 289304 (+15)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0.08% less ownership

Funds ownership: 86.38%86.3% (-0.08%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
92
Reduced
90
Closed
33
Calls
$2.55M
Puts
$517K
Net Calls
+$2.03M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
226
Financial Network Wealth Advisors
Utah
$9.39K +$8.74K +87 New
AAP
227
Arax Advisory Partners
Colorado
$9.17K +$8.54K +85 New
IAIM
228
International Assets Investment Management
Florida
$8.63K +$8.03K +80 New
QL
229
Quarry LP
New York
$7.88K -$23.5K -234 -76%
Russell Investments Group
230
Russell Investments Group
United Kingdom
$7.78K -$19.2K -191 -73%
GIA
231
GHP Investment Advisors
Colorado
$6.91K
WT
232
Whittier Trust
California
$6.37K
EWA
233
EverSource Wealth Advisors
Alabama
$6.25K +$3.42K +34 +262%
BCMLT
234
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.4K -$402 -4 -7%
VWM
235
Venturi Wealth Management
Texas
$5.4K
AssetMark Inc
236
AssetMark Inc
California
$5.18K +$4.82K +48 New
JEST
237
JTC Employer Solutions Trustee
Jersey
$5K
PWMG
238
Private Wealth Management Group
New Jersey
$4.54K
W
239
WealthCollab
Washington
$4.42K
SIC
240
SJS Investment Consulting
Ohio
$4.32K +$3.62K +36 +900%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$4.32K +$3.72K +37 +1,233%
CIA
242
Cape Investment Advisory
Georgia
$4.21K +$3.92K +39 New
LWANC
243
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.99K +$502 +5 +16%
BIA
244
Bell Investment Advisors
California
$3.67K
CWP
245
Concord Wealth Partners
Virginia
$3.45K
CLOS
246
Compagnie Lombard Odier SCmA
Switzerland
$3.24K
PS
247
Principal Securities
Iowa
$3.02K +$2.81K +28 New
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.51K +15 +107%
CFB
249
Cullen/Frost Bankers
Texas
$2.91K +$2.71K +27 New
UB
250
UMB Bank
Missouri
$2.81K +$1.41K +14 +117%

PJT Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2024, worth a combined $2.24B — up 15% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PJT positions and 33 closed out — a net gain of 19 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $46.5M. The largest seller was HSBC Holdings, cutting an estimated $46.1M.

  • 304 institutional investors held PJT Partners (PJT) as of Q2 2024, up from 289 in Q1 2024.
  • Funds reported $2.24B of PJT Partners stock for Q2 2024, up 15% quarter-over-quarter.
  • 52 funds opened new PJT Partners positions in Q2 2024 and 33 closed out, a net change of +19 holders.
  • The largest PJT Partners buyer in Q2 2024 was BlackRock, an estimated $46.5M added.
  • The largest PJT Partners seller in Q2 2024 was HSBC Holdings, an estimated $46.1M sold.

Based on aggregated 13F filings for Q2 2024.