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PJT Partners

230 hedge funds and large institutions have $1.24B invested in PJT Partners in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $383K | Put options by funds: $70K

26% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 61

0.11% more ownership

Funds ownership: 71.49%71.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.25B → $1.24B (-$10.7M)

8% less funds holding

Funds holding: 250230 (-20)

43% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 46

Holders
230
Holders Change
-20
Holders Change %
-8%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
77
Reduced
61
Closed
46
Calls
$383K
Puts
$70K
Net Calls
+$313K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$885
HI
202
Harbour Investments
Wisconsin
$836
NSIM
203
North Star Investment Management
Illinois
$836
RI
204
Ridgewood Investments
New Jersey
$836
EWA
205
EverSource Wealth Advisors
Alabama
$766
TIM
206
Thompson Investment Management
Wisconsin
$766
GI
207
Gradient Investments
Minnesota
$696
WIM
208
Westside Investment Management
California
$696
SS
209
Sunbelt Securities
Texas
$487
CCP
210
Carmel Capital Partners
California
$418
KFS
211
Kelly Financial Services
Massachusetts
$418
SCA
212
Stonebridge Capital Advisors
Minnesota
$348
SIS
213
Sound Income Strategies
Florida
$348 +$138 +2 +67%
FBC
214
Fairfield, Bush & Co
Connecticut
$348 +$345 +5 New
SIC
215
SJS Investment Consulting
Ohio
$279 +$69 +1 +33%
FGAM
216
Financial Gravity Asset Management
Texas
$231 -$138 -2 -3%
NA
217
NewEdge Advisors
Louisiana
$221 -$2.07K -30 -91%
DI
218
Disciplined Investments
Oklahoma
$209 -$69 -1 -25%
BLC
219
Brown, Lisle/Cummings
Rhode Island
$209
WOSD
220
WFA of San Diego
California
$209 +$207 +3 New
CWM
221
Compass Wealth Management
Connecticut
$140
BWP
222
Baldwin Wealth Partners
Massachusetts
$139
PA
223
PSI Advisors
Florida
$139
RG
224
Retirement Group
California
$139
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$139 +$138 +2 New

PJT Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2023, worth a combined $1.24B — down 0.86% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PJT and 26 opened new positions — a net loss of 20 holders — while 61 trimmed existing stakes and 77 added.

The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Loomis, Sayles & Company, cutting an estimated $9.84M.

  • 230 institutional investors held PJT Partners (PJT) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $1.24B of PJT Partners stock for Q2 2023, down 0.86% quarter-over-quarter.
  • 26 funds opened new PJT Partners positions in Q2 2023 and 46 closed out, a net change of -20 holders.
  • The largest PJT Partners buyer in Q2 2023 was Fidelity Investments, an estimated $13M added.
  • The largest PJT Partners seller in Q2 2023 was Loomis, Sayles & Company, an estimated $9.84M sold.

Based on aggregated 13F filings for Q2 2023.