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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
CA
151
Centerpoint Advisors
Massachusetts
$35K
GCM
152
Gladius Capital Management
Illinois
$33.4K -$3.25K -47 -9%
HNB
153
Huntington National Bank
Ohio
$31.3K +$12.6K +182 +68%
GRP
154
Global Retirement Partners
California
$28.8K +$26.9K +390 +1,625%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$28.7K
WT
156
Washington Trust
Rhode Island
$25.1K
LC
157
Lindbrook Capital
California
$19.6K -$1.24K -18 -6%
S
158
SignatureFD
Georgia
$18.2K +$9.11K +132 +102%
CTC
159
Central Trust Company
Missouri
$13.9K -$759 -11 -5%
AF
160
Allworth Financial
California
$12.1K -$5.94K -86 -33%
HCP
161
Hexagon Capital Partners
Arkansas
$11.3K -$829 -12 -7%
GIA
162
GHP Investment Advisors
Colorado
$10K
CLOS
163
Compagnie Lombard Odier SCmA
Switzerland
$8.01K
PAI
164
Pittenger & Anderson Inc
Nebraska
$7.87K +$690 +10 +10%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$7K +$3.52K +51 +119%
KFI
166
Key Financial Inc
Pennsylvania
$6.96K
BWM
167
Baystate Wealth Management
Massachusetts
$6.03K
HCM
168
Highlander Capital Management
New Jersey
$5K
FCAG
169
First Capital Advisors Group
New Jersey
$4.67K +$4.63K +67 New
WT
170
Whittier Trust
California
$4.11K
SPIA
171
Steward Partners Investment Advisory
New York
$3.55K -$2.07K -30 -37%
VWM
172
Venturi Wealth Management
Texas
$3.48K
JEST
173
JTC Employer Solutions Trustee
Jersey
$3K
Simplex Trading
174
Simplex Trading
Illinois
$3K +$3.45K +50 New
RFA
175
Register Financial Advisors
Georgia
$2.58K

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.