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PJT Partners

281 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
Holders
281
Holders Change
+33
Holders Change %
+13.31%
% of All Funds
4.12%
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
Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$1.12K
WIM
252
Westside Investment Management
California
$1.02K
GI
253
Gradient Investments
Minnesota
$1.02K
PWMG
254
Private Wealth Management Group
New Jersey
$1.02K +$1.02K +10 New
LPP
255
Life Planning Partners
Florida
$1.02K +$1.02K +10 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$1K -$143 -2 -13%
CAL
257
Capital Analysts LLC
Pennsylvania
$1K
C
258
Covestor
United Kingdom
$1K
SS
259
Sunbelt Securities
Texas
$713
IA
260
IFP Advisors
Florida
$611 -$2.34K -23 -79%
KFS
261
Kelly Financial Services
Massachusetts
$611
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$510 +$510 +5 New
WPWM
263
Western Pacific Wealth Management
Illinois
$509 -$916 -9 -64%
AF
264
Advisornet Financial
Minnesota
$509
FBC
265
Fairfield, Bush & Co
Connecticut
$509 +$509 +5 New
SIC
266
SJS Investment Consulting
Ohio
$408 -$102 -1 -20%
BLC
267
Brown, Lisle/Cummings
Rhode Island
$306
SIS
268
Sound Income Strategies
Florida
$306
TSWM
269
Tyler-Stone Wealth Management
Ohio
$306
RG
270
Retirement Group
California
$204
GWMIA
271
Global Wealth Management Investment Advisory
Florida
$204
PA
272
PSI Advisors
Florida
$204
CWM
273
Compass Wealth Management
Connecticut
$204
BWP
274
Baldwin Wealth Partners
Massachusetts
$204
BCM
275
Bourgeon Capital Management
Connecticut
$204 +$204 +2 New