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PJT Partners
PJT

Overview Fund Activity

341 hedge funds and large institutions have $3.25B invested in PJT Partners in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
61
Increased
105
Reduced
98
Closed
41
Calls
$7.86M
Puts
$1.74M
Net Calls
+$6.12M
Net Calls Change
+$2.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
Goldman Sachs
Goldman Sachs
New York
$55.3M
3
BlackRock
BlackRock
New York
$641M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$28.6M
5
UBS Group
UBS Group
Switzerland
$25.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
GPGA
Grandeur Peak Global Advisors
Utah
$5.68M
3
ClearBridge Investments
ClearBridge Investments
New York
$100M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$33.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
276
Cape Investment Advisory
Georgia
$7.26K +$1.11K +7 +18%
Simplex Trading
277
Simplex Trading
Illinois
$7K +$6.4K +43 +1,075%
PWMG
278
Private Wealth Management Group
New Jersey
$6.65K – – –
W
279
WealthCollab
Washington
$6.47K – – –
WWM
280
Wolff Wiese Magana
California
$6.47K – – –
LWANC
281
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.84K – – –
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$5.68K +$947 +6 +20%
RIL
283
Rothschild Investment LLC
Illinois
$5.52K +$473 +3 +9%
BIA
284
Bell Investment Advisors
California
$5.37K – – –
CWP
285
Concord Wealth Partners
Virginia
$5.05K – – –
CLOS
286
Compagnie Lombard Odier SCmA
Switzerland
$4.73K – – –
LI
287
LRI Investments
Florida
$3.95K – – –
GGI
288
Godsey & Gibb Inc
Virginia
$3.95K – – –
AIM
289
Anchor Investment Management
South Carolina
$3.95K – – –
MAM
290
Morse Asset Management
Connecticut
$3.95K – – –
HCM
291
Hollencrest Capital Management
California
$3.95K – – –
SCM
292
Sterling Capital Management
North Carolina
$3.79K – – –
CFO
293
CVA Family Office
Colorado
$3.79K – – –
JWA
294
JFS Wealth Advisors
Pennsylvania
$3.47K – – –
MA
295
Montag & Associates
Georgia
$3.47K – – –
TIM
296
Tortoise Investment Management
New York
$3.47K – – –
BCWM
297
Bartlett & Co Wealth Management
Ohio
$2.84K – – –
GWM
298
Geneos Wealth Management
Colorado
$2.84K +$2.84K +18 New
BWL
299
Bogart Wealth LLC
Virginia
$2.68K +$2.53K +16 +1,600%
CFD
300
Creative Financial Designs
Indiana
$2.21K +$1.89K +12 +600%
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