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PJT Partners
PJT

250 hedge funds and large institutions have $1.25B invested in PJT Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $491K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

5% more funds holding

Funds holding: 238 → 250 (+12)

1.07% more ownership

Funds ownership: 70.42% → 71.49% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$9.98M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
74
Reduced
70
Closed
26
Calls
$1.62M
Puts
$491K
Net Calls
+$1.13M
Net Calls Change
-$6.46M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.5M
2
TCM
TimesSquare Capital Management
New York
+$13.4M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.3M
4
BCM
Basswood Capital Management
New York
+$7.02M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.38M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$36.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$8.61M
4
EAM
Eagle Asset Management
Florida
-$6.65M
5
Man Group
Man Group
United Kingdom
-$6.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
176
Hexagon Capital Partners
Arkansas
$12.6K -$767 -10 -5%
S
177
SignatureFD
Georgia
$9.31K +$2.53K +33 +34%
GIA
178
GHP Investment Advisors
Colorado
$9.25K – – –
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$8.3K – – –
AAS
180
Ameritas Advisory Services
Nebraska
$7.66K +$8.13K +106 New
DFCM
181
Dark Forest Capital Management
Puerto Rico
$7.58K +$8.06K +105 New
PAI
182
Pittenger & Anderson Inc
Nebraska
$7.44K – – –
KFI
183
Key Financial Inc
Pennsylvania
$7.22K – – –
BWM
184
Baystate Wealth Management
Massachusetts
$6.23K +$6.6K +86 New
SPIA
185
Steward Partners Investment Advisory
New York
$5.85K – – –
MCM
186
Manchester Capital Management
Vermont
$5.05K – – –
HCM
187
Highlander Capital Management
New Jersey
$5K – – –
TWA
188
TCI Wealth Advisors
Arizona
$4.98K – – –
WT
189
Whittier Trust
California
$4.26K – – –
VWM
190
Venturi Wealth Management
Texas
$3.61K +$3.84K +50 New
JEST
191
JTC Employer Solutions Trustee
Jersey
$3K – – –
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$3K +$3.3K +43 New
RFA
193
Register Financial Advisors
Georgia
$2.67K +$921 +12 +48%
BIA
194
Bell Investment Advisors
California
$2.46K +$537 +7 +26%
NA
195
NewEdge Advisors
Louisiana
$2.42K -$57.7K -752 -96%
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.31K – – –
CWP
197
Concord Wealth Partners
Virginia
$2.31K – – –
FFA
198
Farther Finance Advisors
California
$2.24K – – –
IA
199
IFP Advisors
Florida
$1.87K -$1.07K -14 -29%
AIM
200
Anchor Investment Management
South Carolina
$1.8K – – –
6 7
8
9 10

PJT Hedge Fund Activity: Q1 2023 in Review

250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2023, worth a combined $1.25B — up 0.81% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PJT positions and 26 closed out — a net gain of 14 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.5M. The largest seller was Balyasny Asset Management, cutting an estimated $36.2M.

  • 250 institutional investors held PJT Partners (PJT) as of Q1 2023, up from 238 in Q4 2022.
  • Funds reported $1.25B of PJT Partners stock for Q1 2023, up 0.81% quarter-over-quarter.
  • 40 funds opened new PJT Partners positions in Q1 2023 and 26 closed out, a net change of +14 holders.
  • The largest PJT Partners buyer in Q1 2023 was Wellington Management Group, an estimated $29.5M added.
  • The largest PJT Partners seller in Q1 2023 was Balyasny Asset Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2023.