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PJT Partners

238 hedge funds and large institutions have $1.24B invested in PJT Partners in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,982% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $383K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$91.4M)

8% more funds holding

Funds holding: 221238 (+17)

0.4% less ownership

Funds ownership: 70.82%70.42% (-0.4%)

21% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 76

Holders
238
Holders Change
+17
Holders Change %
+7.69%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
60
Reduced
76
Closed
18
Calls
$7.97M
Puts
$383K
Net Calls
+$7.59M
Net Calls Change
+$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$6.68K
BAM
177
Belpointe Asset Management
Nevada
$6.67K +$6.75K +90 New
MWC
178
MBM Wealth Consultants
Missouri
$6K +$5.85K +78 New
SPIA
179
Steward Partners Investment Advisory
New York
$5.97K -$150 -2 -2%
MCM
180
Manchester Capital Management
Vermont
$5.16K +$5.25K +70 New
TWA
181
TCI Wealth Advisors
Arizona
$5.08K +$5.02K +67 +3,350%
HCM
182
Highlander Capital Management
New Jersey
$5K
AWM
183
Accurate Wealth Management
Florida
$4.44K +$4.35K +58 New
WT
184
Whittier Trust
California
$4.35K
CA
185
Corrado Advisors
New Jersey
$3.83K +$3.9K +52 New
JEST
186
JTC Employer Solutions Trustee
Jersey
$3K
GRP
187
Global Retirement Partners
California
$2.8K
LWANC
188
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36K
CWP
189
Concord Wealth Partners
Virginia
$2.36K +$2.4K +32 New
DWP
190
Destiny Wealth Partners
Florida
$2.28K
FFA
191
Farther Finance Advisors
California
$2.28K +$2.32K +31 New
BIA
192
Bell Investment Advisors
California
$1.99K +$1.5K +20 +286%
JWA
193
JFS Wealth Advisors
Pennsylvania
$1.92K
AIM
194
Anchor Investment Management
South Carolina
$1.84K
HCM
195
Hollencrest Capital Management
California
$1.84K +$1.87K +25 New
RFA
196
Register Financial Advisors
Georgia
$1.84K +$1.87K +25 New
CA
197
CoreCap Advisors
Michigan
$1.55K +$1.57K +21 New
AF
198
Allworth Financial
California
$1.48K
AF
199
Advisornet Financial
Minnesota
$1.43K +$300 +4 +27%
IFAM
200
Institutional & Family Asset Management
Colorado
$1.4K

PJT Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2022, worth a combined $1.24B — up 8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PJT positions and 18 closed out — a net gain of 21 holders — while 60 added to existing stakes and 76 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $22.6M. The largest seller was Goldman Sachs, cutting an estimated $17.9M.

  • 238 institutional investors held PJT Partners (PJT) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $1.24B of PJT Partners stock for Q4 2022, up 8% quarter-over-quarter.
  • 39 funds opened new PJT Partners positions in Q4 2022 and 18 closed out, a net change of +21 holders.
  • The largest PJT Partners buyer in Q4 2022 was Balyasny Asset Management, an estimated $22.6M added.
  • The largest PJT Partners seller in Q4 2022 was Goldman Sachs, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2022.