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PJT Partners

230 hedge funds and large institutions have $1.24B invested in PJT Partners in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $383K | Put options by funds: $70K

26% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 61

0.11% more ownership

Funds ownership: 71.49%71.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.25B → $1.24B (-$10.7M)

8% less funds holding

Funds holding: 250230 (-20)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
230
Holders Change
-20
Holders Change %
-8%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
77
Reduced
61
Closed
46
Calls
$383K
Puts
$70K
Net Calls
+$313K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
PEAK6 Investments
Illinois
-$204K -2,827 Closed
VIA
252
Virtus Investment Advisers
Connecticut
-$201K -2,782 Closed
SG Americas Securities
253
SG Americas Securities
New York
-$146K -2,017 Closed
VI
254
Vestcor Inc
New Brunswick, Canada
-$145K -2,003 Closed
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
-$72.2K -1,000 Closed
VFA
256
Virtus Fund Advisers
Connecticut
-$34.4K -476 Closed
BAM
257
Belpointe Asset Management
Nevada
-$34K -471 Closed
FCA
258
Fortis Capital Advisors
Kansas
-$28.8K -399 Closed
QT
259
Quantbot Technologies
New York
-$22K -305 Closed
IAIM
260
International Assets Investment Management
Florida
-$19.6K -272 Closed
AAS
261
Ameritas Advisory Services
Nebraska
-$7.66K -106 Closed
MCM
262
Manchester Capital Management
Vermont
-$5.05K -70 Closed
TWA
263
TCI Wealth Advisors
Arizona
-$4.98K -69 Closed
BIA
264
Bell Investment Advisors
California
-$2.46K -34 Closed
PCTC
265
Perkins Coie Trust Company
Washington
-$1.51K -21 Closed
SC
266
Schubert & Co
Texas
-$1.08K -15 Closed
SFG
267
Steward Financial Group
Texas
-$1K -14 Closed
AWM
268
Accel Wealth Management
Iowa
-$783 -11 Closed
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
-$505 -7 Closed
PMFA
270
Plante Moran Financial Advisors
Michigan
-$361 -5 Closed
BAAM
271
Baker Avenue Asset Management
California
-$289 -4 Closed
QCG
272
Quadrant Capital Group
Ohio
-$289 -4 Closed
AWM
273
Abound Wealth Management
Tennessee
-$73 -1 Closed
CT
274
Cambridge Trust
Massachusetts
-$72 -1 Closed
TCWA
275
Ten Capital Wealth Advisors
Washington
-$72 -1 Closed

PJT Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2023, worth a combined $1.24B — down 0.86% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PJT and 26 opened new positions — a net loss of 20 holders — while 61 trimmed existing stakes and 77 added.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Loomis, Sayles & Company, cutting an estimated $9.84M.

  • 230 institutional investors held PJT Partners (PJT) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $1.24B of PJT Partners stock for Q2 2023, down 0.86% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest PJT Partners buyer in Q2 2023 was Fidelity Investments, an estimated $13M added.
  • The largest PJT Partners seller in Q2 2023 was Loomis, Sayles & Company, an estimated $9.84M sold.

Based on aggregated 13F filings for Q2 2023.