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PJT Partners

238 hedge funds and large institutions have $1.24B invested in PJT Partners in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,982% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $383K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$91.4M)

8% more funds holding

Funds holding: 221238 (+17)

0.4% less ownership

Funds ownership: 70.82%70.42% (-0.4%)

21% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 76

Holders
238
Holders Change
+17
Holders Change %
+7.69%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
60
Reduced
76
Closed
18
Calls
$7.97M
Puts
$383K
Net Calls
+$7.59M
Net Calls Change
+$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$156M +$2M +26,703 +1%
BlackRock
2
BlackRock
New York
$125M +$6.81M +90,835 +6%
ClearBridge Investments
3
ClearBridge Investments
New York
$74.1M +$753K +10,046 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$67M +$4.49M +59,916 +7%
EAM
5
Eagle Asset Management
Florida
$66.6M -$76.7K -1,023 -0.1%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$52.5M -$1.28M -17,033 -2%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$41M -$3.16M -42,158 -7%
State Street
8
State Street
Massachusetts
$37.4M -$868K -11,581 -2%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$35.7M +$22.6M +301,074 +164%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.4M +$245K +3,274 +0.7%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$33.3M +$13.1M +174,849 +63%
KA
12
Klingman & Associates
New York
$30M -$494K -6,586 -2%
GPGA
13
Grandeur Peak Global Advisors
Utah
$29.4M -$564K -7,527 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27.3M +$618K +8,245 +2%
Goldman Sachs
15
Goldman Sachs
New York
$25.2M -$17.9M -239,155 -41%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$23.7M -$6.27M -83,720 -21%
FCM
17
Frontier Capital Management
Massachusetts
$19.2M -$536K -7,151 -3%
PCA
18
Prospect Capital Advisors
California
$17M +$600K +8,000 +4%
Morgan Stanley
19
Morgan Stanley
New York
$16.7M -$3.92M -52,298 -19%
Northern Trust
20
Northern Trust
Illinois
$16.7M +$14.8K +197 +0.1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$14.3M +$14.1M +188,101 New
RI
22
Redwood Investments
Massachusetts
$13.7M -$161K -2,148 -1%
Charles Schwab
23
Charles Schwab
California
$13.2M +$350K +4,668 +3%
Victory Capital Management
24
Victory Capital Management
Texas
$12.8M +$12.6M +167,978 +2,872%
JP Morgan Chase
25
JP Morgan Chase
New York
$12M -$1.3M -17,321 -10%

PJT Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q4 2022, worth a combined $1.24B — up 8% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PJT positions and 18 closed out — a net gain of 21 holders — while 60 added to existing stakes and 76 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $22.6M. The largest seller was Goldman Sachs, cutting an estimated $17.9M.

  • 238 institutional investors held PJT Partners (PJT) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $1.24B of PJT Partners stock for Q4 2022, up 8% quarter-over-quarter.
  • 39 funds opened new PJT Partners positions in Q4 2022 and 18 closed out, a net change of +21 holders.
  • The largest PJT Partners buyer in Q4 2022 was Balyasny Asset Management, an estimated $22.6M added.
  • The largest PJT Partners seller in Q4 2022 was Goldman Sachs, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2022.