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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
BLC
276
Brown, Lisle/Cummings
Rhode Island
$283
SIS
277
Sound Income Strategies
Florida
$283
TSWM
278
Tyler-Stone Wealth Management
Ohio
$283
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$283 +$295 +3 New
ECM
280
Everence Capital Management
Indiana
$205
S
281
Sachetta
Massachusetts
$204
BWP
282
Baldwin Wealth Partners
Massachusetts
$189
CWM
283
Compass Wealth Management
Connecticut
$189
MCM
284
MidAtlantic Capital Management
Virginia
$189
PA
285
PSI Advisors
Florida
$189
RG
286
Retirement Group
California
$189
GFPC
287
Global Financial Private Client
Florida
$95
BWL
288
Bogart Wealth LLC
Virginia
$94
Jacobs Levy Equity Management
289
Jacobs Levy Equity Management
New Jersey
-$20M -196,222 Closed
EGI
290
EAM Global Investors
California
-$3.68M -36,091 Closed
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
-$2.41M -23,668 Closed
HCA
292
Harbor Capital Advisors
Illinois
-$1.34M -13,148 Closed
D.E. Shaw & Co
293
D.E. Shaw & Co
New York
-$1.17M -11,460 Closed
QT
294
Quantbot Technologies
New York
-$1.01M -9,875 Closed
Walleye Trading
295
Walleye Trading
New York
-$676K -6,639 Closed
Aviva
296
Aviva
United Kingdom
-$675K -6,624 Closed
AR
297
Advisory Research
Illinois
-$610K -5,984 Closed
NYLIM
298
New York Life Investment Management
New York
-$487K -4,785 Closed
ETC
299
Exchange Traded Concepts
Oklahoma
-$443K -4,350 Closed
BCM
300
Bayesian Capital Management
New York
-$425K -4,176 Closed

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.