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PJT Partners
PJT

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

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $1.17B → $1.32B (+$156M)

1.98% more ownership

Funds ownership: 66.62% → 68.6% (+2%)

1% more funds holding

Funds holding: 229 → 232 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 72

41% less call options, than puts

Call options by funds: $657K | Put options by funds: $1.11M

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
4.06%
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

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$49M
2
Millennium Management
Millennium Management
New York
+$22M
3
GKIM
GW&K Investment Management
Massachusetts
+$10.1M
4
FWIA
Fort Washington Investment Advisors
Ohio
+$4.57M
5
SSA
Schonfeld Strategic Advisors
New York
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$7.39M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.96M
3
BlackRock
BlackRock
New York
-$5.8M
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.74M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$8K +$613 +8 New
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
SWM
178
Spire Wealth Management
Virginia
$6K -$536 -7 -8%
PAI
179
Pittenger & Anderson Inc
Nebraska
$6K +$996 +13 +22%
WT
180
Whittier Trust
California
$5K – – –
GWM
181
Geneos Wealth Management
Colorado
$4K – – –
S
182
SignatureFD
Georgia
$4K +$766 +10 +25%
TWA
183
TCI Wealth Advisors
Arizona
$4K +$1.84K +24 +77%
BWA
184
BDO Wealth Advisors
Florida
$3K – – –
Bessemer Group
185
Bessemer Group
New Jersey
$3K – – –
CWP
186
Concord Wealth Partners
Virginia
$3K – – –
GRP
187
Global Retirement Partners
California
$3K – – –
HNB
188
Huntington National Bank
Ohio
$3K – – –
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
NSIM
190
North Star Investment Management
Illinois
$3K – – –
CAGAS
191
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CFB
192
Cullen/Frost Bankers
Texas
$2K – – –
FCA
193
FinTrust Capital Advisors
South Carolina
$2K – – –
FWM
194
Focused Wealth Management
New York
$2K – – –
GLLW
195
Graves Light Lenhart Wealth
Virginia
$2K – – –
JCM
196
Jacobi Capital Management
Pennsylvania
$2K – – –
SIM
197
Sonora Investment Management
Arizona
$2K – – –
VNA
198
Valley National Advisers
Pennsylvania
$2K – – –
VRM
199
Vectors Research Management
New York
$2K – – –
TCWM
200
Total Clarity Wealth Management
Illinois
$2K +$1.99K +26 New
6 7
8
9 10

PJT Hedge Fund Activity: Q3 2021 in Review

232 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2021, worth a combined $1.32B — up 13% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PJT positions and 19 closed out — a net gain of 6 holders — while 69 added to existing stakes and 72 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $49M. The largest seller was VOYA Investment Management, cutting an estimated $7.39M.

  • 232 institutional investors held PJT Partners (PJT) as of Q3 2021, up from 229 in Q2 2021.
  • Funds reported $1.32B of PJT Partners stock for Q3 2021, up 13% quarter-over-quarter.
  • 25 funds opened new PJT Partners positions in Q3 2021 and 19 closed out, a net change of +6 holders.
  • The largest PJT Partners buyer in Q3 2021 was William Blair Investment Management, an estimated $49M added.
  • The largest PJT Partners seller in Q3 2021 was VOYA Investment Management, an estimated $7.39M sold.

Based on aggregated 13F filings for Q3 2021.