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PJT Partners

251 hedge funds and large institutions have $1.55B invested in PJT Partners in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $833K | Put options by funds: $269K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$312M)

9% more funds holding

Funds holding: 230251 (+21)

8.83% more ownership

Funds ownership: 71.6%80.43% (+8.8%)

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

Holders
251
Holders Change
+21
Holders Change %
+9.13%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
77
Reduced
72
Closed
14
Calls
$833K
Puts
$269K
Net Calls
+$564K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
201
JTC Employer Solutions Trustee
Jersey
$3K
RFA
202
Register Financial Advisors
Georgia
$2.94K
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.54K
CWP
204
Concord Wealth Partners
Virginia
$2.54K
FFA
205
Farther Finance Advisors
California
$2.46K
IA
206
IFP Advisors
Florida
$2.3K -$387 -5 -15%
FCA
207
FinTrust Capital Advisors
South Carolina
$2.15K +$1.16K +15 +125%
AIM
208
Anchor Investment Management
South Carolina
$1.99K
GGI
209
Godsey & Gibb Inc
Virginia
$1.99K
HCM
210
Hollencrest Capital Management
California
$1.99K
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.83K +$77 +1 +5%
IFAM
212
Institutional & Family Asset Management
Colorado
$1.51K
BCWM
213
Bartlett & Co Wealth Management
Ohio
$1.43K
CT
214
Caldwell Trust
Florida
$1.35K
FWM
215
Focused Wealth Management
New York
$1.35K
SWA
216
Sutton Wealth Advisors
Florida
$1.35K
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19K -$155 -2 -12%
TIM
218
Tortoise Investment Management
New York
$1.19K
SWA
219
SOA Wealth Advisors
New York
$1.11K
WPWM
220
Western Pacific Wealth Management
Illinois
$1.11K
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$1.03K
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$1.02K
C
223
Covestor
United Kingdom
$1K -$77 -1 -13%
BC
224
Bartlett & Co
Ohio
$1K
CAL
225
Capital Analysts LLC
Pennsylvania
$1K

PJT Hedge Fund Activity: Q3 2023 in Review

251 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q3 2023, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PJT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $57.9M. The largest seller was Tudor Investment Corp, cutting an estimated $8.52M.

  • 251 institutional investors held PJT Partners (PJT) as of Q3 2023, up from 230 in Q2 2023.
  • Funds reported $1.55B of PJT Partners stock for Q3 2023, up 25% quarter-over-quarter.
  • 36 funds opened new PJT Partners positions in Q3 2023 and 14 closed out, a net change of +22 holders.
  • The largest PJT Partners buyer in Q3 2023 was Macquarie Group, an estimated $57.9M added.
  • The largest PJT Partners seller in Q3 2023 was Tudor Investment Corp, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2023.