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PJT Partners

284 hedge funds and large institutions have $2.2B invested in PJT Partners in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $7.77M | Put options by funds: $1.98M

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.55B → $2.2B (+$653M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 251284 (+33)

8.79% more ownership

Funds ownership: 80.43%89.22% (+8.8%)

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

Holders
284
Holders Change
+33
Holders Change %
+13.15%
% of All Funds
4.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
56
Increased
70
Reduced
102
Closed
18
Calls
$7.77M
Puts
$1.98M
Net Calls
+$5.8M
Net Calls Change
+$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$249K +$66.6K +775 +47%
AWA
177
Amplius Wealth Advisors
Pennsylvania
$247K +$208K +2,423 New
AIP
178
Ameritas Investment Partners
Nebraska
$246K
SRL
179
Scientech Research LLC
New Jersey
$235K +$198K +2,308 New
PAG
180
Private Advisor Group
New Jersey
$232K +$196K +2,281 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$232K +$192K +2,234 New
PWG
182
Portside Wealth Group
Utah
$225K -$47.1K -548 -20%
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$225K -$10.7K -125 -5%
VF
184
Virtu Financial
New York
$223K +$188K +2,187 New
ECM
185
Everence Capital Management
Indiana
$222K +$187K +2,180 New
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$222K -$36.6K -426 -16%
Mariner
187
Mariner
Kansas
$219K +$185K +2,148 New
Cerity Partners
188
Cerity Partners
New York
$219K +$185K +2,147 New
SG Americas Securities
189
SG Americas Securities
New York
$218K -$374K -4,355 -67%
M&T Bank
190
M&T Bank
New York
$217K +$183K +2,134 New
JAFL
191
Jay A. Fishman Ltd
Michigan
$205K -$86K -1,000 -33%
BF
192
BOK Financial
Oklahoma
$151K -$4.64K -54 -4%
SAM
193
Shell Asset Management
Netherlands
$150K -$37.7K -439 -23%
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$137K -$9.03K -105 -7%
EC
195
EntryPoint Capital
New York
$133K +$112K +1,303 New
SAM
196
Smartleaf Asset Management
Massachusetts
$124K +$104K +1,209 New
FHA
197
First Horizon Advisors
Tennessee
$117K
LSA
198
Leonteq Securities AG
Switzerland
$102K
HPC
199
HM Payson & Co
Maine
$52.1K
CA
200
Centerpoint Advisors
Massachusetts
$51K

PJT Hedge Fund Activity: Q4 2023 in Review

284 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2023, worth a combined $2.2B — up 42% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PJT positions and 18 closed out — a net gain of 38 holders — while 70 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Aberdeen Group, cutting an estimated $18.7M.

  • 284 institutional investors held PJT Partners (PJT) as of Q4 2023, up from 251 in Q3 2023.
  • Funds reported $2.2B of PJT Partners stock for Q4 2023, up 42% quarter-over-quarter.
  • 56 funds opened new PJT Partners positions in Q4 2023 and 18 closed out, a net change of +38 holders.
  • The largest PJT Partners buyer in Q4 2023 was BlackRock, an estimated $122M added.
  • The largest PJT Partners seller in Q4 2023 was Aberdeen Group, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.