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PJT Partners
PJT

347 hedge funds and large institutions have $3.25B invested in PJT Partners in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $1.74M

52% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 42

19% more capital invested

Capital invested by funds: $2.73B → $3.25B (+$527M)

5% more funds holding

Funds holding: 332 → 347 (+15)

1.39% more ownership

Funds ownership: 85.64% → 87.03% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
107
Reduced
98
Closed
42
Calls
$7.86M
Puts
$1.74M
Net Calls
+$6.12M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.6M
2
Goldman Sachs
Goldman Sachs
New York
+$27.1M
3
BlackRock
BlackRock
New York
+$24.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24M
5
UBS Group
UBS Group
Switzerland
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$16.4M
2
GPGA
Grandeur Peak Global Advisors
Utah
-$15M
3
ClearBridge Investments
ClearBridge Investments
New York
-$14.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$13.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
301
Tortoise Investment Management
New York
$3.47K – – –
BCWM
302
Bartlett & Co Wealth Management
Ohio
$2.84K – – –
GWM
303
Geneos Wealth Management
Colorado
$2.84K +$2.75K +18 New
BWL
304
Bogart Wealth LLC
Virginia
$2.68K +$2.44K +16 +1,600%
CFD
305
Creative Financial Designs
Indiana
$2.21K +$1.83K +12 +600%
SS
306
SBI Securities
Japan
$2.21K +$2.13K +14 New
BBPWM
307
Blue Bell Private Wealth Management
Pennsylvania
$2.05K – – –
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.05K – – –
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.05K – – –
HI
310
Harbour Investments
Wisconsin
$2.05K – – –
EPIME
311
Evelyn Partners Investment Management (Europe)
$2.05K +$1.98K +13 New
C
312
Covestor
United Kingdom
$2K – – –
HWM
313
Hemington Wealth Management
Virginia
$2K +$305 +2 +18%
TCOV
314
Trust Company of Vermont
Vermont
$1.89K +$1.68K +11 +1,100%
CA
315
CoreCap Advisors
Michigan
$1.74K -$1.52K -10 -48%
IA
316
IFP Advisors
Florida
$1.74K -$763 -5 -83%
TIM
317
Thompson Investment Management
Wisconsin
$1.74K – – –
MEG
318
Millstone Evans Group
Colorado
$1.74K +$1.68K +11 New
RMP
319
Richards, Merrill & Peterson
Washington
$1.58K +$1.52K +10 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$1.42K -$3.51K -23 -72%
WIM
321
Westside Investment Management
California
$1.26K – – –
AAG
322
Accordant Advisory Group
Maryland
$1.1K – – –
NWM
323
Nova Wealth Management
Florida
$1.1K +$1.07K +7 New
SS
324
Sunbelt Securities
Texas
$1.1K -$153 -1 -13%
CAL
325
Capital Analysts LLC
Pennsylvania
$1K – – –
11 12
13
14 15

PJT Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2024, worth a combined $3.25B — up 19% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PJT positions and 42 closed out — a net gain of 22 holders — while 107 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.6M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $16.4M sold.

  • 347 institutional investors held PJT Partners (PJT) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $3.25B of PJT Partners stock for Q4 2024, up 19% quarter-over-quarter.
  • 64 funds opened new PJT Partners positions in Q4 2024 and 42 closed out, a net change of +22 holders.
  • The largest PJT Partners buyer in Q4 2024 was Fidelity Investments, an estimated $33.6M added.
  • The largest PJT Partners seller in Q4 2024 was Point72 Asset Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2024.