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PJT Partners

347 hedge funds and large institutions have $3.25B invested in PJT Partners in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $1.74M

52% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 42

19% more capital invested

Capital invested by funds: $2.73B → $3.25B (+$527M)

5% more funds holding

Funds holding: 332347 (+15)

1.39% more ownership

Funds ownership: 85.64%87.03% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
107
Reduced
98
Closed
42
Calls
$7.86M
Puts
$1.74M
Net Calls
+$6.12M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
176
Legato Capital Management
California
$518K +$101K +659 +25%
US Bancorp
177
US Bancorp
Minnesota
$515K -$589K -3,860 -54%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$505K +$72.7K +477 +17%
IFG
179
Independent Financial Group
California
$501K +$140K +920 +41%
ASN
180
Advisory Services Network
Georgia
$489K -$3.35K -22 -0.7%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$481K -$15.7K -103 -3%
SWM
182
SeaCrest Wealth Management
New York
$438K
AWAU
183
Alliance Wealth Advisors (Utah)
Utah
$435K +$420K +2,757 New
AI
184
Atria Investments
North Carolina
$425K +$19.7K +129 +5%
UBV
185
United Bank (Virginia)
Virginia
$422K
AG
186
Algert Global
California
$405K +$392K +2,567 New
Brown Advisory
187
Brown Advisory
Maryland
$399K +$386K +2,530 New
TCM
188
Teza Capital Management
Illinois
$391K -$118K -772 -24%
AWA
189
Amplius Wealth Advisors
Pennsylvania
$382K
AIP
190
Ameritas Investment Partners
Nebraska
$377K
ONB
191
Old National Bancorp
Indiana
$377K +$74.3K +487 +26%
SA
192
Sanctuary Advisors
Indiana
$375K +$9.91K +65 +3%
BCM
193
Bayesian Capital Management
New York
$356K +$344K +2,254 New
M&T Bank
194
M&T Bank
New York
$351K +$610 +4 +0.2%
PAG
195
Private Advisor Group
New Jersey
$348K +$1.07K +7 +0.3%
CWM
196
CIBC World Markets
New York
$344K +$332K +2,180 New
LTAS
197
Linden Thomas Advisory Services
North Carolina
$344K +$57.3K +376 +21%
ECM
198
Everence Capital Management
Indiana
$342K -$33.6K -220 -9%
PI
199
PineBridge Investments
New York
$328K +$317K +2,077 New
NI
200
NDVR Inc
Massachusetts
$324K +$17.7K +116 +6%

PJT Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2024, worth a combined $3.25B — up 19% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PJT positions and 42 closed out — a net gain of 22 holders — while 107 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.6M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $16.4M sold.

  • 347 institutional investors held PJT Partners (PJT) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $3.25B of PJT Partners stock for Q4 2024, up 19% quarter-over-quarter.
  • 64 funds opened new PJT Partners positions in Q4 2024 and 42 closed out, a net change of +22 holders.
  • The largest PJT Partners buyer in Q4 2024 was Fidelity Investments, an estimated $33.6M added.
  • The largest PJT Partners seller in Q4 2024 was Point72 Asset Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2024.