We are live on ! Find out more
PJT icon

PJT Partners

250 hedge funds and large institutions have $1.25B invested in PJT Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $491K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

5% more funds holding

Funds holding: 238250 (+12)

1.07% more ownership

Funds ownership: 70.42%71.49% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$9.98M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
74
Reduced
70
Closed
26
Calls
$1.62M
Puts
$491K
Net Calls
+$1.13M
Net Calls Change
-$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Hollencrest Capital Management
California
$1.8K
JWA
202
JFS Wealth Advisors
Pennsylvania
$1.66K -$230 -3 -12%
PCTC
203
Perkins Coie Trust Company
Washington
$1.51K +$1.61K +21 New
GRP
204
Global Retirement Partners
California
$1.48K -$1.07K -14 -37%
IFAM
205
Institutional & Family Asset Management
Colorado
$1.37K
AF
206
Advisornet Financial
Minnesota
$1.33K -$77 -1 -5%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23K
FWM
208
Focused Wealth Management
New York
$1.23K
SWA
209
Sutton Wealth Advisors
Florida
$1.23K
SC
210
Schubert & Co
Texas
$1.08K -$230 -3 -17%
TIM
211
Tortoise Investment Management
New York
$1.08K
SWA
212
SOA Wealth Advisors
New York
$1.01K
WPWM
213
Western Pacific Wealth Management
Illinois
$1.01K
CAL
214
Capital Analysts LLC
Pennsylvania
$1K +$77 +1 +14%
C
215
Covestor
United Kingdom
$1K +$77 +1 +13%
SFG
216
Steward Financial Group
Texas
$1K +$614 +8 +133%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$938 -$153 -2 -13%
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$938
FCA
219
FinTrust Capital Advisors
South Carolina
$885
HI
220
Harbour Investments
Wisconsin
$866
NSIM
221
North Star Investment Management
Illinois
$866
RI
222
Ridgewood Investments
New Jersey
$866 +$921 +12 New
EWA
223
EverSource Wealth Advisors
Alabama
$794
TIM
224
Thompson Investment Management
Wisconsin
$794 +$844 +11 New
AWM
225
Accel Wealth Management
Iowa
$783

PJT Hedge Fund Activity: Q1 2023 in Review

250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2023, worth a combined $1.25B — up 0.81% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PJT positions and 26 closed out — a net gain of 14 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.5M. The largest seller was Balyasny Asset Management, cutting an estimated $36.2M.

  • 250 institutional investors held PJT Partners (PJT) as of Q1 2023, up from 238 in Q4 2022.
  • Funds reported $1.25B of PJT Partners stock for Q1 2023, up 0.81% quarter-over-quarter.
  • 40 funds opened new PJT Partners positions in Q1 2023 and 26 closed out, a net change of +14 holders.
  • The largest PJT Partners buyer in Q1 2023 was Wellington Management Group, an estimated $29.5M added.
  • The largest PJT Partners seller in Q1 2023 was Balyasny Asset Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2023.