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PJT Partners

289 hedge funds and large institutions have $1.95B invested in PJT Partners in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 284289 (+5)

2.85% less ownership

Funds ownership: 89.22%86.38% (-2.8%)

12% less capital invested

Capital invested by funds: $2.2B → $1.95B (-$255M)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 106

48% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $3.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
289
Holders Change
+5
Holders Change %
+1.76%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
76
Reduced
106
Closed
33
Calls
$1.84M
Puts
$3.52M
Net Calls
-$1.68M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
Westside Investment Management
California
$1.41K +$491 +5 +50%
FFA
252
Farther Finance Advisors
California
$1.33K -$1.18K -12 -46%
EWA
253
EverSource Wealth Advisors
Alabama
$1.23K +$197 +2 +18%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23K -$197 -2 -13%
BBPWM
255
Blue Bell Private Wealth Management
Pennsylvania
$1.23K
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$1.23K
FCA
257
FinTrust Capital Advisors
South Carolina
$1.13K -$4.42K -45 -79%
UB
258
UMB Bank
Missouri
$1.13K +$1.18K +12 New
TIM
259
Thompson Investment Management
Wisconsin
$1.04K
CAL
260
Capital Analysts LLC
Pennsylvania
$1K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$1K
VL
262
Vima LLC
Michigan
$938
First Manhattan
263
First Manhattan
New York
$848 +$786 +8 New
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$709 -$590 -6 -46%
SS
265
Sunbelt Securities
Texas
$660
AAG
266
Accordant Advisory Group
Maryland
$660 +$688 +7 New
IA
267
IFP Advisors
Florida
$566
KFS
268
Kelly Financial Services
Massachusetts
$566
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$566 +$98 +1 +20%
MCM
270
Manchester Capital Management
Vermont
$472 +$491 +5 New
AF
271
Advisornet Financial
Minnesota
$471
WPWM
272
Western Pacific Wealth Management
Illinois
$471
RIL
273
Rothschild Investment LLC
Illinois
$471 +$491 +5 New
SIC
274
SJS Investment Consulting
Ohio
$378
NA
275
NewEdge Advisors
Louisiana
$302 -$14.4K -147 -98%

PJT Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2024, worth a combined $1.95B — down 12% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PJT positions and 33 closed out — a net gain of 8 holders — while 76 added to existing stakes and 106 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $44.9M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $20M sold.

  • 289 institutional investors held PJT Partners (PJT) as of Q1 2024, up from 284 in Q4 2023.
  • Funds reported $1.95B of PJT Partners stock for Q1 2024, down 12% quarter-over-quarter.
  • 41 funds opened new PJT Partners positions in Q1 2024 and 33 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q1 2024 was Champlain Investment Partners, an estimated $44.9M added.
  • The largest PJT Partners seller in Q1 2024 was Jacobs Levy Equity Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.