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PJT Partners

228 hedge funds and large institutions have $1.24B invested in PJT Partners in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-21
Holders Change %
-8.43%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
77
Reduced
61
Closed
46
Calls
$383K
Puts
$70K
Net Calls
+$313K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23K
CWP
177
Concord Wealth Partners
Virginia
$2.23K
FFA
178
Farther Finance Advisors
California
$2.16K
AIM
179
Anchor Investment Management
South Carolina
$1.74K
HCM
180
Hollencrest Capital Management
California
$1.74K
GGI
181
Godsey & Gibb Inc
Virginia
$1.74K +$1.74K +25 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.53K -$70 -1 -4%
IFAM
183
Institutional & Family Asset Management
Colorado
$1.32K
BCWM
184
Bartlett & Co Wealth Management
Ohio
$1.25K +$1.25K +18 New
FWM
185
Focused Wealth Management
New York
$1.18K
SWA
186
Sutton Wealth Advisors
Florida
$1.18K
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18K
AF
188
Advisornet Financial
Minnesota
$1.07K -$214 -3 -17%
TIM
189
Tortoise Investment Management
New York
$1.05K
C
190
Covestor
United Kingdom
$1K -$125 -1 -11%
CAL
191
Capital Analysts LLC
Pennsylvania
$1K
VNA
192
Valley National Advisers
Pennsylvania
$1K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +14 New
BC
194
Bartlett & Co
Ohio
$1K +$1K +18 New
SWA
195
SOA Wealth Advisors
New York
$975
WPWM
196
Western Pacific Wealth Management
Illinois
$975
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$905
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$905
FCA
199
FinTrust Capital Advisors
South Carolina
$885
HI
200
Harbour Investments
Wisconsin
$836