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PJT Partners
PJT

Overview Fund Activity

248 hedge funds and large institutions have $1.55B invested in PJT Partners in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
35
Increased
77
Reduced
72
Closed
14
Calls
$833K
Puts
$269K
Net Calls
+$564K
Net Calls Change
+$251K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$59.5M
2
Millennium Management
Millennium Management
New York
$22.6M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$14.4M
4
Bank of America
Bank of America
North Carolina
$19.7M
5
CIP
Chartwell Investment Partners
Pennsylvania
$8.68M

Top Sellers

1
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.51M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$31.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.7M
4
FCM
Frontier Capital Management
Massachusetts
$15.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
201
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.54K – – –
CWP
202
Concord Wealth Partners
Virginia
$2.54K – – –
FFA
203
Farther Finance Advisors
California
$2.46K – – –
IA
204
IFP Advisors
Florida
$2.3K -$397 -5 -15%
FCA
205
FinTrust Capital Advisors
South Carolina
$2.15K +$1.19K +15 +125%
GGI
206
Godsey & Gibb Inc
Virginia
$1.99K – – –
AIM
207
Anchor Investment Management
South Carolina
$1.99K – – –
HCM
208
Hollencrest Capital Management
California
$1.99K – – –
JWA
209
JFS Wealth Advisors
Pennsylvania
$1.83K +$79 +1 +5%
IFAM
210
Institutional & Family Asset Management
Colorado
$1.51K – – –
BCWM
211
Bartlett & Co Wealth Management
Ohio
$1.43K – – –
SWA
212
Sutton Wealth Advisors
Florida
$1.35K – – –
FWM
213
Focused Wealth Management
New York
$1.35K – – –
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19K -$159 -2 -12%
TIM
215
Tortoise Investment Management
New York
$1.19K – – –
WPWM
216
Western Pacific Wealth Management
Illinois
$1.11K – – –
SWA
217
SOA Wealth Advisors
New York
$1.11K – – –
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$1.03K – – –
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$1.02K – – –
C
220
Covestor
United Kingdom
$1K -$143 -1 -13%
CAL
221
Capital Analysts LLC
Pennsylvania
$1K – – –
BC
222
Bartlett & Co
Ohio
$1K – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$1K +$125 +2 +14%
SFG
224
Steward Financial Group
Texas
$1K +$1K +13 New
HI
225
Harbour Investments
Wisconsin
$953 – – –
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