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
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$1.3K
IBOK
252
Independence Bank of Kentucky
Kentucky
$1.22K +$1.03K +12 New
EWA
253
EverSource Wealth Advisors
Alabama
$1.12K
TIM
254
Thompson Investment Management
Wisconsin
$1.12K
GI
255
Gradient Investments
Minnesota
$1.02K
WIM
256
Westside Investment Management
California
$1.02K
LPP
257
Life Planning Partners
Florida
$1.02K +$860 +10 New
PWMG
258
Private Wealth Management Group
New Jersey
$1.02K +$860 +10 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$1K -$172 -2 -13%
CAL
260
Capital Analysts LLC
Pennsylvania
$1K
C
261
Covestor
United Kingdom
$1K
SS
262
Sunbelt Securities
Texas
$713
IA
263
IFP Advisors
Florida
$611 -$1.98K -23 -79%
KFS
264
Kelly Financial Services
Massachusetts
$611
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$510 +$430 +5 New
WPWM
266
Western Pacific Wealth Management
Illinois
$509 -$774 -9 -64%
AF
267
Advisornet Financial
Minnesota
$509
FBC
268
Fairfield, Bush & Co
Connecticut
$509 +$430 +5 New
SIC
269
SJS Investment Consulting
Ohio
$408 -$86 -1 -20%
BLC
270
Brown, Lisle/Cummings
Rhode Island
$306
SIS
271
Sound Income Strategies
Florida
$306
TSWM
272
Tyler-Stone Wealth Management
Ohio
$306
BWP
273
Baldwin Wealth Partners
Massachusetts
$204
CWM
274
Compass Wealth Management
Connecticut
$204
GWMIA
275
Global Wealth Management Investment Advisory
Florida
$204

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.