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PJT Partners

303 hedge funds and large institutions have $2.24B invested in PJT Partners in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+16
Holders Change %
+5.57%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
91
Reduced
91
Closed
31
Calls
$2.55M
Puts
$517K
Net Calls
+$2.03M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
276
Sunbelt Securities
Texas
$755
AAG
277
Accordant Advisory Group
Maryland
$755
DPW
278
DiNuzzo Private Wealth
Pennsylvania
$648
KFS
279
Kelly Financial Services
Massachusetts
$647
IA
280
IFP Advisors
Florida
$647
TCOV
281
Trust Company of Vermont
Vermont
$647 +$647 +6 New
TSMHT
282
Thurston Springer Miller Herd & Titak
Indiana
$646 +$646 +6 New
AF
283
Advisornet Financial
Minnesota
$540
MCM
284
Manchester Capital Management
Vermont
$540
WPWM
285
Western Pacific Wealth Management
Illinois
$540
NA
286
NewEdge Advisors
Louisiana
$346
BLC
287
Brown, Lisle/Cummings
Rhode Island
$324
SIS
288
Sound Income Strategies
Florida
$324
TSWM
289
Tyler-Stone Wealth Management
Ohio
$324
TWP
290
Triad Wealth Partners
Kansas
$324 +$324 +3 New
WOSD
291
WFA of San Diego
California
$324 +$324 +3 New
S
292
Sachetta
Massachusetts
$261
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$216 -$14.5K -134 -99%
MCM
294
MidAtlantic Capital Management
Virginia
$216
BWP
295
Baldwin Wealth Partners
Massachusetts
$216
CWM
296
Compass Wealth Management
Connecticut
$216
PA
297
PSI Advisors
Florida
$216
CFD
298
Creative Financial Designs
Indiana
$216 +$216 +2 New
PFBT
299
Parkside Financial Bank & Trust
Missouri
$216 +$216 +2 New
ECM
300
Everence Capital Management
Indiana
$206