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PJT Partners
PJT

229 hedge funds and large institutions have $1.17B invested in PJT Partners in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 65.25% → 66.62% (+1.4%)

5% more capital invested

Capital invested by funds: $1.12B → $1.17B (+$52.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

5% less funds holding

Funds holding: 242 → 229 (-13)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $1.31M

Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
66
Reduced
71
Closed
36
Calls
$7K
Puts
$1.31M
Net Calls
-$1.3M
Net Calls Change
-$744K

Top Buyers

Rank Fund Capital Flow
1
ICOM
Investment Counselors of Maryland
Maryland
+$29M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$23.5M
3
TCM
TimesSquare Capital Management
New York
+$8.5M
4
FWIA
Fort Washington Investment Advisors
Ohio
+$6.92M
5
ClearBridge Investments
ClearBridge Investments
New York
+$6.76M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
2
Goldman Sachs
Goldman Sachs
New York
-$19.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
176
Group One Trading
Illinois
$7K +$7.14K +100 New
SWM
177
Spire Wealth Management
Virginia
$6K -$18.3K -256 -76%
CLOS
178
Compagnie Lombard Odier SCmA
Switzerland
$6K – – –
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
KFS
180
Kelly Financial Services
Massachusetts
$6K +$30.1K +422 +7,033%
PAI
181
Pittenger & Anderson Inc
Nebraska
$4K – – –
WT
182
Whittier Trust
California
$4K – – –
BDWM
183
Brewin Dolphin Wealth Management
Ireland
$3.57K – – –
Bessemer Group
184
Bessemer Group
New Jersey
$3K – – –
GRP
185
Global Retirement Partners
California
$3K – – –
HNB
186
Huntington National Bank
Ohio
$3K – – –
MCM
187
Manchester Capital Management
Vermont
$3K – – –
NSIM
188
North Star Investment Management
Illinois
$3K – – –
S
189
SignatureFD
Georgia
$3K – – –
GWM
190
Geneos Wealth Management
Colorado
$3K +$714 +10 +23%
BWA
191
BDO Wealth Advisors
Florida
$2K – – –
CAGAS
192
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CWP
193
Concord Wealth Partners
Virginia
$2K – – –
FCA
194
FinTrust Capital Advisors
South Carolina
$2K – – –
GLLW
195
Graves Light Lenhart Wealth
Virginia
$2K – – –
IA
196
IFP Advisors
Florida
$2K – – –
JCM
197
Jacobi Capital Management
Pennsylvania
$2K – – –
SIM
198
Sonora Investment Management
Arizona
$2K – – –
TWA
199
TCI Wealth Advisors
Arizona
$2K – – –
VNA
200
Valley National Advisers
Pennsylvania
$2K – – –
6 7
8
9 10

PJT Hedge Fund Activity: Q2 2021 in Review

229 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2021, worth a combined $1.17B — up 4.7% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of PJT and 23 opened new positions — a net loss of 13 holders — while 71 trimmed existing stakes and 66 added.

The largest buyer was Investment Counselors of Maryland, opening a new position worth an estimated $29M. The largest seller was AllianceBernstein, cutting an estimated $26.1M.

  • 229 institutional investors held PJT Partners (PJT) as of Q2 2021, down from 242 in Q1 2021.
  • Funds reported $1.17B of PJT Partners stock for Q2 2021, up 4.7% quarter-over-quarter.
  • 23 funds opened new PJT Partners positions in Q2 2021 and 36 closed out, a net change of -13 holders.
  • The largest PJT Partners buyer in Q2 2021 was Investment Counselors of Maryland, an estimated $29M added.
  • The largest PJT Partners seller in Q2 2021 was AllianceBernstein, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2021.