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PJT Partners

249 hedge funds and large institutions have $1.22B invested in PJT Partners in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more funds holding

Funds holding: 232249 (+17)

0.41% less ownership

Funds ownership: 68.6%68.19% (-0.41%)

2% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.1M

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

8% less capital invested

Capital invested by funds: $1.32B → $1.22B (-$99.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
55
Increased
65
Reduced
67
Closed
35
Calls
$1.08M
Puts
$1.1M
Net Calls
-$22K
Net Calls Change
+$428K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
251
Susquehanna Fundamental Investments
Pennsylvania
-$252K -3,184 Closed
SAM
252
Sawgrass Asset Management
Florida
-$244K -3,085 Closed
LCS
253
Levin Capital Strategies
New York
-$239K -3,015 Closed
MA
254
MONECO Advisors
Connecticut
-$229K -2,900 Closed
IB
255
Intrust Bank
Kansas
-$216K -2,728 Closed
FAIM
256
Financial Advocates Investment Management
Washington
-$205K -2,588 Closed
OSAM
257
O'Shaughnessy Asset Management
Connecticut
-$148K -1,867 Closed
KTC
258
Kistler-Tiffany Companies
Pennsylvania
-$25K -321 Closed
DZ Bank
259
DZ Bank
Germany
-$19.8K -250 Closed
RCA
260
Ranch Capital Advisors
Florida
-$14K -172 Closed
GRP
261
Global Retirement Partners
California
-$3K -37 Closed
CAGAS
262
Capital Advisory Group Advisory Services
Minnesota
-$2K -26 Closed
JCM
263
Jacobi Capital Management
Pennsylvania
-$2K -25 Closed
RE
264
RBC Europe
United Kingdom
-$1.66K -21 Closed
CFB
265
Cullen/Frost Bankers
Texas
-$2K -20 Closed
PMFA
266
Plante Moran Financial Advisors
Michigan
-$1K -18 Closed
GKWIM
267
Gerber Kawasaki Wealth & Investment Management
California
-$8K -8 Closed
CT
268
Cambridge Trust
Massachusetts
+$80 +1 New
RPCONE
269
Retirement Planning Company of New England
Rhode Island
+$159 +2 New
SIC
270
SJS Investment Consulting
Ohio
+$159 +2 New
TSWM
271
Tyler-Stone Wealth Management
Ohio
+$239 +3 New
EIP
272
Ellis Investment Partners
Pennsylvania
+$398 +5 New
SC
273
Schubert & Co
Texas
+$398 +5 New
CFA
274
Carroll Financial Associates
North Carolina
+$558 +7 New

PJT Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2021, worth a combined $1.22B — down 7.5% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PJT positions and 35 closed out — a net gain of 20 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Millennium Management, adding an estimated $19M. The largest seller was VOYA Investment Management, cutting an estimated $13M.

  • 249 institutional investors held PJT Partners (PJT) as of Q4 2021, up from 232 in Q3 2021.
  • Funds reported $1.22B of PJT Partners stock for Q4 2021, down 7.5% quarter-over-quarter.
  • 55 funds opened new PJT Partners positions in Q4 2021 and 35 closed out, a net change of +20 holders.
  • The largest PJT Partners buyer in Q4 2021 was Millennium Management, an estimated $19M added.
  • The largest PJT Partners seller in Q4 2021 was VOYA Investment Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2021.