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PJT Partners

226 hedge funds and large institutions have $1.04B invested in PJT Partners in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% more ownership

Funds ownership: 68.19%69.13% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 72

9% less funds holding

Funds holding: 249226 (-23)

15% less capital invested

Capital invested by funds: $1.22B → $1.04B (-$188M)

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

Holders
226
Holders Change
-23
Holders Change %
-9.24%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
65
Reduced
72
Closed
50
Calls
$480K
Puts
Net Calls
+$480K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$3K
MAM
177
Meeder Asset Management
Ohio
$3K
GRP
178
Global Retirement Partners
California
$3K +$2.47K +38 New
BWA
179
BDO Wealth Advisors
Florida
$2K
CWP
180
Concord Wealth Partners
Virginia
$2K
DWP
181
Destiny Wealth Partners
Florida
$2K
JEST
182
JTC Employer Solutions Trustee
Jersey
$2K
LWANC
183
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
CAGAS
184
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.69K +26 New
AIM
185
Anchor Investment Management
South Carolina
$1.58K +$1.63K +25 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07K
SWA
187
Sutton Wealth Advisors
Florida
$1.07K
NSIM
188
North Star Investment Management
Illinois
$1K -$1.63K -25 -68%
C
189
Covestor
United Kingdom
$1K -$195 -3 -16%
VNA
190
Valley National Advisers
Pennsylvania
$1K -$130 -2 -9%
AWM
191
Accel Wealth Management
Iowa
$1K
AF
192
Advisornet Financial
Minnesota
$1K
AF
193
Allworth Financial
California
$1K
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$1K
BDWM
195
Brewin Dolphin Wealth Management
Ireland
$1K
FCA
196
FinTrust Capital Advisors
South Carolina
$1K
FWM
197
Focused Wealth Management
New York
$1K
GLLW
198
Graves Light Lenhart Wealth
Virginia
$1K
IFAM
199
Institutional & Family Asset Management
Colorado
$1K
LPP
200
Life Planning Partners
Florida
$1K

PJT Hedge Fund Activity: Q1 2022 in Review

226 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2022, worth a combined $1.04B — down 15% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of PJT and 31 opened new positions — a net loss of 19 holders — while 72 trimmed existing stakes and 65 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $17.8M. The largest seller was TimesSquare Capital Management, cutting an estimated $16M.

  • 226 institutional investors held PJT Partners (PJT) as of Q1 2022, down from 249 in Q4 2021.
  • Funds reported $1.04B of PJT Partners stock for Q1 2022, down 15% quarter-over-quarter.
  • 31 funds opened new PJT Partners positions in Q1 2022 and 50 closed out, a net change of -19 holders.
  • The largest PJT Partners buyer in Q1 2022 was Schroder Investment Management Group, an estimated $17.8M added.
  • The largest PJT Partners seller in Q1 2022 was TimesSquare Capital Management, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2022.