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PJT Partners

289 hedge funds and large institutions have $1.95B invested in PJT Partners in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 284289 (+5)

2.85% less ownership

Funds ownership: 89.22%86.38% (-2.8%)

12% less capital invested

Capital invested by funds: $2.2B → $1.95B (-$255M)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 106

48% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $3.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
289
Holders Change
+5
Holders Change %
+1.76%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
76
Reduced
106
Closed
33
Calls
$1.84M
Puts
$3.52M
Net Calls
-$1.68M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
176
BOK Financial
Oklahoma
$276K +$140K +1,422 +96%
UBV
177
United Bank (Virginia)
Virginia
$252K
MML Investors Services
178
MML Investors Services
Massachusetts
$244K -$21.6K -220 -8%
AM
179
Account Management
Massachusetts
$236K
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$232K +$22.6K +230 +10%
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$231K +$590 +6 +0.2%
Osaic Holdings
182
Osaic Holdings
Arizona
$228K -$207K -2,109 -47%
AWA
183
Amplius Wealth Advisors
Pennsylvania
$228K
AIP
184
Ameritas Investment Partners
Nebraska
$228K
GC
185
Guggenheim Capital
Illinois
$219K +$229K +2,327 New
Cerity Partners
186
Cerity Partners
New York
$216K +$13.9K +141 +7%
SAM
187
Shell Asset Management
Netherlands
$211K +$47.2K +480 +33%
SG Americas Securities
188
SG Americas Securities
New York
$204K +$2.26K +23 +1%
BCM
189
Basswood Capital Management
New York
$204K -$5.67M -57,667 -96%
BC
190
Bridgefront Capital
Texas
$204K +$212K +2,160 New
M&T Bank
191
M&T Bank
New York
$200K -$1.08K -11 -0.5%
EC
192
EntryPoint Capital
New York
$157K +$35.3K +359 +28%
TRCT
193
Tower Research Capital (TRC)
New York
$127K -$107K -1,091 -45%
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$116K -$11.9K -121 -9%
SAM
195
Smartleaf Asset Management
Massachusetts
$114K
NC
196
nVerses Capital
Florida
$113K +$118K +1,200 New
FHA
197
First Horizon Advisors
Tennessee
$107K -$1.38K -14 -1%
LSA
198
Leonteq Securities AG
Switzerland
$94.3K
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$49.3K +$16.2K +165 +46%
HPC
200
HM Payson & Co
Maine
$48.2K

PJT Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2024, worth a combined $1.95B — down 12% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PJT positions and 33 closed out — a net gain of 8 holders — while 76 added to existing stakes and 106 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $44.9M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $20M sold.

  • 289 institutional investors held PJT Partners (PJT) as of Q1 2024, up from 284 in Q4 2023.
  • Funds reported $1.95B of PJT Partners stock for Q1 2024, down 12% quarter-over-quarter.
  • 41 funds opened new PJT Partners positions in Q1 2024 and 33 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q1 2024 was Champlain Investment Partners, an estimated $44.9M added.
  • The largest PJT Partners seller in Q1 2024 was Jacobs Levy Equity Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.