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PJT Partners

221 hedge funds and large institutions have $1.15B invested in PJT Partners in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,562% more call options, than puts

Call options by funds: $781K | Put options by funds: $47K

45% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 53

2.1% more ownership

Funds ownership: 68.72%70.82% (+2.1%)

4% less capital invested

Capital invested by funds: $1.2B → $1.15B (-$48M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 224221 (-3)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
77
Reduced
53
Closed
29
Calls
$781K
Puts
$47K
Net Calls
+$734K
Net Calls Change
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
176
Pittenger & Anderson Inc
Nebraska
$7K
S
177
SignatureFD
Georgia
$6K -$1.61K -23 -19%
SPIA
178
Steward Partners Investment Advisory
New York
$6K +$140 +2 +2%
HCM
179
Highlander Capital Management
New Jersey
$5K -$1.75K -25 -25%
WT
180
Whittier Trust
California
$4K
GRP
181
Global Retirement Partners
California
$3K
MAM
182
Meeder Asset Management
Ohio
$3K
JEST
183
JTC Employer Solutions Trustee
Jersey
$3K +$1.19K +17 +55%
JWA
184
JFS Wealth Advisors
Pennsylvania
$2K -$70 -1 -4%
DWP
185
Destiny Wealth Partners
Florida
$2K
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
AIM
187
Anchor Investment Management
South Carolina
$1.67K
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14K
SWA
189
Sutton Wealth Advisors
Florida
$1.14K
AF
190
Allworth Financial
California
$1K -$13.1K -187 -90%
VNA
191
Valley National Advisers
Pennsylvania
$1K -$210 -3 -15%
C
192
Covestor
United Kingdom
$1K -$140 -2 -18%
AWM
193
Accel Wealth Management
Iowa
$1K
AF
194
Advisornet Financial
Minnesota
$1K
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$1K
BWL
196
Bogart Wealth LLC
Virginia
$1K
FCA
197
FinTrust Capital Advisors
South Carolina
$1K
FWM
198
Focused Wealth Management
New York
$1K
HI
199
Harbour Investments
Wisconsin
$1K
IFAM
200
Institutional & Family Asset Management
Colorado
$1K

PJT Hedge Fund Activity: Q3 2022 in Review

221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2022, worth a combined $1.15B — down 4% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PJT and 27 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 77 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $19.4M. The largest seller was Millennium Management, cutting an estimated $30.6M.

  • 221 institutional investors held PJT Partners (PJT) as of Q3 2022, down from 224 in Q2 2022.
  • Funds reported $1.15B of PJT Partners stock for Q3 2022, down 4% quarter-over-quarter.
  • 27 funds opened new PJT Partners positions in Q3 2022 and 29 closed out, a net change of -2 holders.
  • The largest PJT Partners buyer in Q3 2022 was Wellington Management Group, an estimated $19.4M added.
  • The largest PJT Partners seller in Q3 2022 was Millennium Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2022.