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PJT Partners

221 hedge funds and large institutions have $1.15B invested in PJT Partners in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,562% more call options, than puts

Call options by funds: $781K | Put options by funds: $47K

45% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 53

2.1% more ownership

Funds ownership: 68.72%70.82% (+2.1%)

4% less capital invested

Capital invested by funds: $1.2B → $1.15B (-$48M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 224221 (-3)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
27
Increased
77
Reduced
53
Closed
29
Calls
$781K
Puts
$47K
Net Calls
+$734K
Net Calls Change
-$509K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$1K
NSIM
202
North Star Investment Management
Illinois
$1K
SC
203
Schubert & Co
Texas
$1K
TIM
204
Tortoise Investment Management
New York
$1K
GI
205
Gradient Investments
Minnesota
$1K +$701 +10 New
WFA
206
Wipfli Financial Advisors
Wisconsin
$1K +$1.33K +19 New
LPP
207
Life Planning Partners
Florida
$668
KFS
208
Kelly Financial Services
Massachusetts
$401
BLC
209
Brown, Lisle/Cummings
Rhode Island
$200
GFPC
210
Global Financial Private Client
Florida
$69
WIM
211
Westside Investment Management
California
$15
William Blair Investment Management
212
William Blair Investment Management
Illinois
-$11.2M -159,560 Closed
State of New Jersey Common Pension Fund D
213
State of New Jersey Common Pension Fund D
New Jersey
-$2.18M -31,043 Closed
Hudson Bay Capital Management
214
Hudson Bay Capital Management
Connecticut
-$2.13M -30,313 Closed
GIM
215
Guardian Investment Management
California
-$1.92M -27,374 Closed
Allianz Asset Management
216
Allianz Asset Management
Germany
-$770K -10,957 Closed
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
-$707K -10,058 Closed
DTL
218
Dynamic Technology Lab
Singapore
-$597K -8,490 Closed
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
-$379 -5,291 Closed
JG
220
Jefferies Group
New York
-$333K -4,734 Closed
HSBC Holdings
221
HSBC Holdings
United Kingdom
-$328K -4,647 Closed
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
-$165K -2,347 Closed
VI
223
Vestcor Inc
New Brunswick, Canada
-$47K -668 Closed
PI
224
PEAK6 Investments
Illinois
-$37.9K -541 Closed
MCM
225
Manchester Capital Management
Vermont
-$8K -120 Closed

PJT Hedge Fund Activity: Q3 2022 in Review

221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2022, worth a combined $1.15B — down 4% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PJT and 27 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 77 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $19.4M. The largest seller was Millennium Management, cutting an estimated $30.6M.

  • 221 institutional investors held PJT Partners (PJT) as of Q3 2022, down from 224 in Q2 2022.
  • Funds reported $1.15B of PJT Partners stock for Q3 2022, down 4% quarter-over-quarter.
  • 27 funds opened new PJT Partners positions in Q3 2022 and 29 closed out, a net change of -2 holders.
  • The largest PJT Partners buyer in Q3 2022 was Wellington Management Group, an estimated $19.4M added.
  • The largest PJT Partners seller in Q3 2022 was Millennium Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2022.