PJT icon

PJT Partners

328 hedge funds and large institutions have $2.73B invested in PJT Partners in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+25
Holders Change %
+8.25%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
103
Reduced
98
Closed
23
Calls
$5.43M
Puts
$2.01M
Net Calls
+$3.42M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
251
UMB Bank
Missouri
$9.07K +$5.6K +42 +162%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.99K +36 +124%
Russell Investments Group
253
Russell Investments Group
United Kingdom
$8.68K -$935 -7 -10%
GIA
254
GHP Investment Advisors
Colorado
$8.53K
WT
255
Whittier Trust
California
$7.87K
ME
256
McIlrath & Eck
Washington
$7.6K +$7.6K +57 New
VWM
257
Venturi Wealth Management
Texas
$6.67K
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.67K
AssetMark Inc
259
AssetMark Inc
California
$6.4K
EWA
260
EverSource Wealth Advisors
Alabama
$6.27K
JEST
261
JTC Employer Solutions Trustee
Jersey
$6K
PWMG
262
Private Wealth Management Group
New Jersey
$5.61K
W
263
WealthCollab
Washington
$5.47K
PS
264
Principal Securities
Iowa
$5.47K +$1.73K +13 +46%
WWM
265
Wolff Wiese Magana
California
$5.47K +$5.47K +41 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$5.33K +$5.33K +40 New
CIA
267
Cape Investment Advisory
Georgia
$5.2K
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.93K
BIA
269
Bell Investment Advisors
California
$4.53K
CWP
270
Concord Wealth Partners
Virginia
$4.27K
RIL
271
Rothschild Investment LLC
Illinois
$4.27K +$2.27K +17 +113%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$4.27K +$4K +30 +1,500%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$4K -$1.33K -10 -25%
CLOS
274
Compagnie Lombard Odier SCmA
Switzerland
$4K
LI
275
LRI Investments
Florida
$3.99K +$3.99K +25 New