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PJT Partners

251 hedge funds and large institutions have $1.55B invested in PJT Partners in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $833K | Put options by funds: $269K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$312M)

9% more funds holding

Funds holding: 230251 (+21)

8.83% more ownership

Funds ownership: 71.6%80.43% (+8.8%)

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

Holders
251
Holders Change
+21
Holders Change %
+9.13%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
77
Reduced
72
Closed
14
Calls
$833K
Puts
$269K
Net Calls
+$564K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$429K -$1.08K -14 -0.3%
LPL Financial
127
LPL Financial
California
$427K +$58.5K +757 +16%
FBT
128
First Bank & Trust
South Dakota
$416K -$29.5K -381 -7%
ETC
129
Exchange Traded Concepts
Oklahoma
$415K -$37.4K -484 -8%
NYLIM
130
New York Life Investment Management
New York
$391K -$60.7K -785 -14%
HC
131
Henshaw Capital
Massachusetts
$382K +$371K +4,803 New
ASN
132
Advisory Services Network
Georgia
$355K -$23.7K -307 -6%
SWM
133
SeaCrest Wealth Management
New York
$351K
AQR Capital Management
134
AQR Capital Management
Connecticut
$351K -$281K -3,632 -45%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$350K +$1.93K +25 +0.6%
Osaic Holdings
136
Osaic Holdings
Arizona
$318K +$54.1K +700 +21%
QCM
137
Quantinno Capital Management
New York
$311K +$619 +8 +0.2%
YMRC
138
Yorktown Management & Research Company
Virginia
$310K +$302K +3,900 New
Prudential Financial
139
Prudential Financial
New Jersey
$309K +$14.1K +182 +5%
PA
140
Parallel Advisors
California
$295K +$6.34K +82 +2%
SW
141
SkyOak Wealth
Michigan
$294K +$286K +3,699 New
AB
142
Amalgamated Bank
New York
$292K
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$290K +$5.49K +71 +2%
BCM
144
Bayesian Capital Management
New York
$284K +$276K +3,569 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$278K +$271K +3,500 New
Holocene Advisors
146
Holocene Advisors
New York
$273K -$572K -7,395 -68%
VI
147
Vestcor Inc
New Brunswick, Canada
$268K +$261K +3,370 New
Stifel Financial
148
Stifel Financial
Missouri
$251K +$245K +3,164 New
DTL
149
Dynamic Technology Lab
Singapore
$251K -$261K -3,373 -52%
PWP
150
Principle Wealth Partners
Connecticut
$251K

PJT Hedge Fund Activity: Q3 2023 in Review

251 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2023, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PJT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $57.9M. The largest seller was Tudor Investment Corp, cutting an estimated $8.52M.

  • 251 institutional investors held PJT Partners (PJT) as of Q3 2023, up from 230 in Q2 2023.
  • Funds reported $1.55B of PJT Partners stock for Q3 2023, up 25% quarter-over-quarter.
  • 36 funds opened new PJT Partners positions in Q3 2023 and 14 closed out, a net change of +22 holders.
  • The largest PJT Partners buyer in Q3 2023 was Macquarie Group, an estimated $57.9M added.
  • The largest PJT Partners seller in Q3 2023 was Tudor Investment Corp, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2023.