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PJT Partners
PJT

Overview Fund Activity

249 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
Holders
249
Holders Change
+12
Holders Change %
+5.06%
% of All Funds
3.99%
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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$60.3M
2
TCM
2
TimesSquare Capital Management
New York
$22M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$10M
4
BCM
4
Basswood Capital Management
New York
$6.6M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$982K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
EAM
4
Eagle Asset Management
Florida
$57.3M
5
Man Group
5
Man Group
United Kingdom
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
$1.66K -$217 -3 -12%
PCTC
202
Perkins Coie Trust Company
Washington
$1.52K +$1.52K +21 New
GRP
203
Global Retirement Partners
California
$1.48K -$864 -14 -37%
IFAM
204
Institutional & Family Asset Management
Colorado
$1.37K – – –
AF
205
Advisornet Financial
Minnesota
$1.33K -$74 -1 -5%
SWA
206
Sutton Wealth Advisors
Florida
$1.23K – – –
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23K – – –
FWM
208
Focused Wealth Management
New York
$1.23K – – –
SC
209
Schubert & Co
Texas
$1.08K -$217 -3 -17%
TIM
210
Tortoise Investment Management
New York
$1.08K – – –
SWA
211
SOA Wealth Advisors
New York
$1.01K – – –
WPWM
212
Western Pacific Wealth Management
Illinois
$1.01K – – –
C
213
Covestor
United Kingdom
$1K +$111 +1 +13%
CAL
214
Capital Analysts LLC
Pennsylvania
$1K +$125 +1 +14%
SFG
215
Steward Financial Group
Texas
$1K +$571 +8 +133%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$938 -$144 -2 -13%
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$938 – – –
FCA
218
FinTrust Capital Advisors
South Carolina
$885 – – –
HI
219
Harbour Investments
Wisconsin
$866 – – –
NSIM
220
North Star Investment Management
Illinois
$866 – – –
RI
221
Ridgewood Investments
New Jersey
$866 +$866 +12 New
EWA
222
EverSource Wealth Advisors
Alabama
$794 – – –
TIM
223
Thompson Investment Management
Wisconsin
$794 +$794 +11 New
AWM
224
Accel Wealth Management
Iowa
$783 – – –
WIM
225
Westside Investment Management
California
$722 – – –
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9
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