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PJT Partners
PJT

230 hedge funds and large institutions have $1.24B invested in PJT Partners in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $383K | Put options by funds: $70K

26% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 61

0.11% more ownership

Funds ownership: 71.49% → 71.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $1.25B → $1.24B (-$10.7M)

8% less funds holding

Funds holding: 250 → 230 (-20)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
230
Holders Change
-20
Holders Change %
-8%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
77
Reduced
61
Closed
46
Calls
$383K
Puts
$70K
Net Calls
+$313K
Net Calls Change
-$813K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$13M
2
Walleye Capital
Walleye Capital
New York
+$12.1M
3
EAM
Eagle Asset Management
Florida
+$7.33M
4
MCM
MAI Capital Management
Ohio
+$7.12M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$9.84M
2
Citadel Advisors
Citadel Advisors
Florida
-$9.07M
3
RI
Redwood Investments
Massachusetts
-$8.05M
4
Goldman Sachs
Goldman Sachs
New York
-$7.71M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
176
IFP Advisors
Florida
$2.37K – – –
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23K – – –
CWP
178
Concord Wealth Partners
Virginia
$2.23K – – –
FFA
179
Farther Finance Advisors
California
$2.16K – – –
AIM
180
Anchor Investment Management
South Carolina
$1.74K – – –
HCM
181
Hollencrest Capital Management
California
$1.74K – – –
GGI
182
Godsey & Gibb Inc
Virginia
$1.74K +$1.73K +25 New
JWA
183
JFS Wealth Advisors
Pennsylvania
$1.53K -$69 -1 -4%
IFAM
184
Institutional & Family Asset Management
Colorado
$1.32K – – –
BCWM
185
Bartlett & Co Wealth Management
Ohio
$1.25K +$1.24K +18 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18K – – –
FWM
187
Focused Wealth Management
New York
$1.18K – – –
SWA
188
Sutton Wealth Advisors
Florida
$1.18K – – –
CT
189
Caldwell Trust
Florida
$1.18K +$1.17K +17 New
AF
190
Advisornet Financial
Minnesota
$1.07K -$207 -3 -17%
TIM
191
Tortoise Investment Management
New York
$1.04K – – –
C
192
Covestor
United Kingdom
$1K -$69 -1 -11%
CAL
193
Capital Analysts LLC
Pennsylvania
$1K – – –
VNA
194
Valley National Advisers
Pennsylvania
$1K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$1K +$967 +14 New
BC
196
Bartlett & Co
Ohio
$1K +$1.24K +18 New
SWA
197
SOA Wealth Advisors
New York
$975 – – –
WPWM
198
Western Pacific Wealth Management
Illinois
$975 – – –
BBPWM
199
Blue Bell Private Wealth Management
Pennsylvania
$905 – – –
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$905 – – –
6 7
8
9 10

PJT Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2023, worth a combined $1.24B — down 0.86% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PJT and 26 opened new positions — a net loss of 20 holders — while 61 trimmed existing stakes and 77 added.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Loomis, Sayles & Company, cutting an estimated $9.84M.

  • 230 institutional investors held PJT Partners (PJT) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $1.24B of PJT Partners stock for Q2 2023, down 0.86% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest PJT Partners buyer in Q2 2023 was Fidelity Investments, an estimated $13M added.
  • The largest PJT Partners seller in Q2 2023 was Loomis, Sayles & Company, an estimated $9.84M sold.

Based on aggregated 13F filings for Q2 2023.