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PJT Partners
PJT

Overview Fund Activity

232 hedge funds and large institutions have $1.32B invested in PJT Partners in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
69
Reduced
72
Closed
19
Calls
$657K
Puts
$1.11M
Net Calls
-$450K
Net Calls Change
+$849K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$50.6M
2
Millennium Management
2
Millennium Management
New York
$34.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$10.4M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$12.4M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.88M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$19.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27.5M
3
BlackRock
3
BlackRock
New York
$130M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.51M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$8K +$8K +8 New
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
SWM
178
Spire Wealth Management
Virginia
$6K -$553 -7 -8%
PAI
179
Pittenger & Anderson Inc
Nebraska
$6K +$1.07K +13 +22%
WT
180
Whittier Trust
California
$5K – – –
GWM
181
Geneos Wealth Management
Colorado
$4K – – –
S
182
SignatureFD
Georgia
$4K +$800 +10 +25%
TWA
183
TCI Wealth Advisors
Arizona
$4K +$1.75K +24 +77%
CWP
184
Concord Wealth Partners
Virginia
$3K – – –
HNB
185
Huntington National Bank
Ohio
$3K – – –
BWA
186
BDO Wealth Advisors
Florida
$3K – – –
LWANC
187
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
NSIM
188
North Star Investment Management
Illinois
$3K – – –
Bessemer Group
189
Bessemer Group
New Jersey
$3K – – –
GRP
190
Global Retirement Partners
California
$3K – – –
VNA
191
Valley National Advisers
Pennsylvania
$2K – – –
SIM
192
Sonora Investment Management
Arizona
$2K – – –
FWM
193
Focused Wealth Management
New York
$2K – – –
FCA
194
FinTrust Capital Advisors
South Carolina
$2K – – –
JCM
195
Jacobi Capital Management
Pennsylvania
$2K – – –
VRM
196
Vectors Research Management
New York
$2K – – –
GLLW
197
Graves Light Lenhart Wealth
Virginia
$2K – – –
CAGAS
198
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CFB
199
Cullen/Frost Bankers
Texas
$2K – – –
TCWM
200
Total Clarity Wealth Management
Illinois
$2K +$2K +26 New
6 7
8
9 10