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PJT Partners

249 hedge funds and large institutions have $1.22B invested in PJT Partners in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more funds holding

Funds holding: 232249 (+17)

0.41% less ownership

Funds ownership: 68.6%68.19% (-0.41%)

2% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.1M

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

8% less capital invested

Capital invested by funds: $1.32B → $1.22B (-$99.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
55
Increased
65
Reduced
67
Closed
35
Calls
$1.08M
Puts
$1.1M
Net Calls
-$22K
Net Calls Change
+$428K
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
201
Vectors Research Management
New York
$2K
CA
202
CoreCap Advisors
Michigan
$2K +$1.67K +21 New
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$2K +$1.75K +22 New
MTWM
204
Masso Torrence Wealth Management
New Jersey
$2K +$2.47K +31 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26K
SWA
206
Sutton Wealth Advisors
Florida
$1.26K
FCA
207
FinTrust Capital Advisors
South Carolina
$1K -$956 -12 -50%
HI
208
Harbour Investments
Wisconsin
$1K -$398 -5 -29%
AF
209
Advisornet Financial
Minnesota
$1K
AF
210
Allworth Financial
California
$1K
BDWM
211
Brewin Dolphin Wealth Management
Ireland
$1K
CAL
212
Capital Analysts LLC
Pennsylvania
$1K
FWM
213
Focused Wealth Management
New York
$1K
GWS
214
Glassman Wealth Services
Virginia
$1K
QCG
215
Quadrant Capital Group
Ohio
$1K
SWA
216
SOA Wealth Advisors
New York
$1K
AWM
217
Accel Wealth Management
Iowa
$1K +$80 +1 +10%
JWA
218
JFS Wealth Advisors
Pennsylvania
$1K +$239 +3 +25%
IFAM
219
Institutional & Family Asset Management
Colorado
$1K +$558 +7 +58%
FCFS
220
First Command Financial Services
Texas
$1K +$797 +10 New
LWA
221
Lenox Wealth Advisors
New York
$1K +$797 +10 New
LPP
222
Life Planning Partners
Florida
$1K +$797 +10 New
MFAM
223
Motley Fool Asset Management
Virginia
$1K +$956 +12 New
BBPWM
224
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.04K +13 New
WPWM
225
Western Pacific Wealth Management
Illinois
$1K +$1.11K +14 New

PJT Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2021, worth a combined $1.22B — down 7.5% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PJT positions and 35 closed out — a net gain of 20 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Millennium Management, adding an estimated $19M. The largest seller was VOYA Investment Management, cutting an estimated $13M.

  • 249 institutional investors held PJT Partners (PJT) as of Q4 2021, up from 232 in Q3 2021.
  • Funds reported $1.22B of PJT Partners stock for Q4 2021, down 7.5% quarter-over-quarter.
  • 55 funds opened new PJT Partners positions in Q4 2021 and 35 closed out, a net change of +20 holders.
  • The largest PJT Partners buyer in Q4 2021 was Millennium Management, an estimated $19M added.
  • The largest PJT Partners seller in Q4 2021 was VOYA Investment Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2021.