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PJT Partners

250 hedge funds and large institutions have $1.25B invested in PJT Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $491K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

5% more funds holding

Funds holding: 238250 (+12)

1.07% more ownership

Funds ownership: 70.42%71.49% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$9.98M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
74
Reduced
70
Closed
26
Calls
$1.62M
Puts
$491K
Net Calls
+$1.13M
Net Calls Change
-$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$10.7M -$1.08M -14,031 -9%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$10M +$10.3M +133,903 +2,850%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$9.31M -$384K -5,000 -4%
GKIM
29
GW&K Investment Management
Massachusetts
$8.99M -$77.6K -1,011 -0.8%
Bank of America
30
Bank of America
North Carolina
$8.7M +$159K +2,077 +2%
RI
31
Redwood Investments
Massachusetts
$8.05M -$5.67M -73,868 -40%
SI
32
Scout Investments
Missouri
$7.87M -$92.2K -1,201 -1%
GI
33
GAMCO Investors
Connecticut
$7.27M +$76.7K +1,000 +1%
N
34
Nuveen
North Carolina
$6.72M +$21.4K +279 +0.3%
BCM
35
Basswood Capital Management
New York
$6.6M +$7.02M +91,452 New
RJA
36
Raymond James & Associates
Florida
$5.9M -$23.6K -308 -0.4%
Wells Fargo
37
Wells Fargo
California
$5.65M +$276K +3,591 +5%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.41M +$84.4K +1,100 +1%
Man Group
39
Man Group
United Kingdom
$4.98M -$6.15M -80,135 Closed
Ameriprise
40
Ameriprise
Minnesota
$4.72M -$401K -5,231 -7%
First Trust Advisors
41
First Trust Advisors
Illinois
$4.66M -$401K -5,226 -7%
WMSA
42
Weiss Multi-Strategy Advisers
New York
$4.33M +$4.6M +60,000 New
PP
43
Prospector Partners
Connecticut
$4.26M +$180K +2,350 +4%
BC
44
Brookfield Corp
Ontario, Canada
$4.21M +$2.51M +32,690 +127%
ACM
45
Advisors Capital Management
New Jersey
$4.15M -$21.9K -285 -0.5%
MOACM
46
Mutual of America Capital Management
New York
$3.91M +$4.16M +54,176 New
Two Sigma Advisers
47
Two Sigma Advisers
New York
$3.85M -$3.51M -45,800 -46%
BCI
48
Brinker Capital Investments
Pennsylvania
$3.65M -$395K -5,153 -9%
OPS
49
Orion Portfolio Solutions
Nebraska
$3.65M +$3.88M +50,549 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.61M -$422K -5,500 -10%

PJT Hedge Fund Activity: Q1 2023 in Review

250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2023, worth a combined $1.25B — up 0.81% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PJT positions and 26 closed out — a net gain of 14 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.5M. The largest seller was Balyasny Asset Management, cutting an estimated $36.2M.

  • 250 institutional investors held PJT Partners (PJT) as of Q1 2023, up from 238 in Q4 2022.
  • Funds reported $1.25B of PJT Partners stock for Q1 2023, up 0.81% quarter-over-quarter.
  • 40 funds opened new PJT Partners positions in Q1 2023 and 26 closed out, a net change of +14 holders.
  • The largest PJT Partners buyer in Q1 2023 was Wellington Management Group, an estimated $29.5M added.
  • The largest PJT Partners seller in Q1 2023 was Balyasny Asset Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2023.