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PJT Partners

289 hedge funds and large institutions have $1.95B invested in PJT Partners in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 284289 (+5)

2.85% less ownership

Funds ownership: 89.22%86.38% (-2.8%)

12% less capital invested

Capital invested by funds: $2.2B → $1.95B (-$255M)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 106

48% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $3.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
289
Holders Change
+5
Holders Change %
+1.76%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
76
Reduced
106
Closed
33
Calls
$1.84M
Puts
$3.52M
Net Calls
-$1.68M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$474K +$30.2K +307 +7%
DTL
152
Dynamic Technology Lab
Singapore
$471K +$492K +5,003 New
EA
153
Ellsworth Advisors
Ohio
$456K +$482K +4,906 New
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$454K +$393 +4 +0.1%
HC
155
Henshaw Capital
Massachusetts
$453K
ProShare Advisors
156
ProShare Advisors
Maryland
$448K +$31.7K +323 +7%
Verition Fund Management
157
Verition Fund Management
Connecticut
$424K +$442K +4,494 New
PTC
158
Petrus Trust Company
Texas
$408K -$349K -3,550 -45%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$405K
UM
160
UniSuper Management
Australia
$386K +$403K +4,098 New
AQR Capital Management
161
AQR Capital Management
Connecticut
$384K +$8.16K +83 +2%
QCM
162
Quantinno Capital Management
New York
$383K +$7.08K +72 +2%
YMRC
163
Yorktown Management & Research Company
Virginia
$368K
PA
164
Parallel Advisors
California
$367K
Walleye Capital
165
Walleye Capital
New York
$364K -$2.7M -27,520 -88%
VI
166
Vestcor Inc
New Brunswick, Canada
$340K -$413K -4,205 -54%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$335K -$98 -1 -0%
IB
168
Intrust Bank
Kansas
$309K +$8.65K +88 +3%
DT
169
Diversified Trust
Tennessee
$298K +$311K +3,165 New
PWP
170
Principle Wealth Partners
Connecticut
$297K
PD
171
Point72 (DIFC)
United Arab Emirates
$296K +$308K +3,137 New
ASN
172
Advisory Services Network
Georgia
$293K
SWM
173
SeaCrest Wealth Management
New York
$293K -$30.9K -314 -9%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$292K -$576K -5,862 -65%
Stifel Financial
175
Stifel Financial
Missouri
$287K -$197 -2 -0.1%

PJT Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2024, worth a combined $1.95B — down 12% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PJT positions and 33 closed out — a net gain of 8 holders — while 76 added to existing stakes and 106 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $44.9M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $20M sold.

  • 289 institutional investors held PJT Partners (PJT) as of Q1 2024, up from 284 in Q4 2023.
  • Funds reported $1.95B of PJT Partners stock for Q1 2024, down 12% quarter-over-quarter.
  • 41 funds opened new PJT Partners positions in Q1 2024 and 33 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q1 2024 was Champlain Investment Partners, an estimated $44.9M added.
  • The largest PJT Partners seller in Q1 2024 was Jacobs Levy Equity Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.