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PJT Partners

230 hedge funds and large institutions have $1.24B invested in PJT Partners in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $383K | Put options by funds: $70K

26% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 61

0.11% more ownership

Funds ownership: 71.49%71.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.25B → $1.24B (-$10.7M)

8% less funds holding

Funds holding: 250230 (-20)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
230
Holders Change
-20
Holders Change %
-8%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
77
Reduced
61
Closed
46
Calls
$383K
Puts
$70K
Net Calls
+$313K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$640K +$634K +9,187 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$625K +$410K +5,940 +197%
SGI
103
Summit Global Investments
Utah
$569K -$1.63M -23,665 -74%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$565K
AQR Capital Management
105
AQR Capital Management
Connecticut
$560K -$7.25K -105 -1%
Squarepoint
106
Squarepoint
New York
$558K -$725K -10,496 -57%
Truist Financial
107
Truist Financial
North Carolina
$531K +$43.8K +635 +9%
GCP
108
GSA Capital Partners
United Kingdom
$465K +$461K +6,683 New
ASRS
109
Arizona State Retirement System
Arizona
$461K -$7.04K -102 -2%
DTL
110
Dynamic Technology Lab
Singapore
$455K -$157K -2,277 -26%
TCA
111
Transcend Capital Advisors
New Jersey
$411K
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$405K -$43.8K -634 -10%
NYLIM
113
New York Life Investment Management
New York
$398K -$56.1K -812 -12%
ETC
114
Exchange Traded Concepts
Oklahoma
$398K +$359K +5,206 +1,037%
FBT
115
First Bank & Trust
South Dakota
$392K -$1.93K -28 -0.5%
HighTower Advisors
116
HighTower Advisors
Illinois
$377K -$2.9K -42 -0.8%
ASN
117
Advisory Services Network
Georgia
$333K -$17.7K -256 -5%
DekaBank Deutsche Girozentrale
118
DekaBank Deutsche Girozentrale
Germany
$324K
LPL Financial
119
LPL Financial
California
$321K +$34.2K +495 +12%
SWM
120
SeaCrest Wealth Management
New York
$308K
HSBC Holdings
121
HSBC Holdings
United Kingdom
$305K +$300K +4,352 New
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$290K +$9.11K +132 +3%
JAFL
123
Jay A. Fishman Ltd
Michigan
$280K -$1.24M -17,892 -82%
QCM
124
Quantinno Capital Management
New York
$272K -$3.04K -44 -1%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$260K

PJT Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2023, worth a combined $1.24B — down 0.86% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PJT and 26 opened new positions — a net loss of 20 holders — while 61 trimmed existing stakes and 77 added.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Loomis, Sayles & Company, cutting an estimated $9.84M.

  • 230 institutional investors held PJT Partners (PJT) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $1.24B of PJT Partners stock for Q2 2023, down 0.86% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest PJT Partners buyer in Q2 2023 was Fidelity Investments, an estimated $13M added.
  • The largest PJT Partners seller in Q2 2023 was Loomis, Sayles & Company, an estimated $9.84M sold.

Based on aggregated 13F filings for Q2 2023.