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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 %
HWM
301
Hemington Wealth Management
Virginia
$1K +$1K +11 New
AAG
302
Accordant Advisory Group
Maryland
$933
TSMHT
303
Thurston Springer Miller Herd & Titak
Indiana
$800
IA
304
IFP Advisors
Florida
$800
MCM
305
Manchester Capital Management
Vermont
$667
AF
306
Advisornet Financial
Minnesota
$667
WPWM
307
Western Pacific Wealth Management
Illinois
$667
SIC
308
SJS Investment Consulting
Ohio
$534 -$4.81K -36 -90%
NA
309
NewEdge Advisors
Louisiana
$429
WOSD
310
WFA of San Diego
California
$401
BLC
311
Brown, Lisle/Cummings
Rhode Island
$400
SIS
312
Sound Income Strategies
Florida
$400
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$267 -$534 -4 -67%
CWM
314
Compass Wealth Management
Connecticut
$267
S
315
Sachetta
Massachusetts
$267
MCM
316
MidAtlantic Capital Management
Virginia
$267
CFD
317
Creative Financial Designs
Indiana
$267
PFBT
318
Parkside Financial Bank & Trust
Missouri
$267
PA
319
PSI Advisors
Florida
$267
AWM
320
Abound Wealth Management
Tennessee
$267 +$267 +2 New
TFM
321
TFC Financial Management
Massachusetts
$134
MFG
322
Mendota Financial Group
Wisconsin
$134 +$134 +1 New
TCOV
323
Trust Company of Vermont
Vermont
$133 -$665 -5 -83%
GFPC
324
Global Financial Private Client
Florida
$133
BWL
325
Bogart Wealth LLC
Virginia
$133