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PJT Partners

250 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

229% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $491K

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

5% more funds holding

Funds holding: 238250 (+12)

1.07% more ownership

Funds ownership: 70.42%71.49% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$9.98M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$155M +$2.56M +33,361 +2%
BlackRock
2
BlackRock
New York
$122M -$241K -3,141 -0.2%
ClearBridge Investments
3
ClearBridge Investments
New York
$74.5M +$2.09M +27,253 +3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$65.8M +$217K +2,822 +0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$60.3M +$29.5M +384,103 +85%
EAM
6
Eagle Asset Management
Florida
$57.3M -$6.65M -86,690 -10%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$51.8M +$454K +5,919 +0.8%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$41.1M +$999K +13,013 +2%
State Street
9
State Street
Massachusetts
$38.2M +$1.7M +22,148 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35M +$343K +4,467 +0.9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$29.8M +$317K +4,124 +1%
GPGA
12
Grandeur Peak Global Advisors
Utah
$29.1M +$383K +4,993 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$28.8M +$2.22M +28,865 +8%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$28.2M +$5.38M +70,047 +22%
KA
15
Klingman & Associates
New York
$23.6M -$6.09M -79,293 -19%
Goldman Sachs
16
Goldman Sachs
New York
$22.3M -$2.48M -32,341 -9%
TCM
17
TimesSquare Capital Management
New York
$22M +$13.4M +174,009 +133%
FCM
18
Frontier Capital Management
Massachusetts
$19.9M +$1.12M +14,642 +6%
Northern Trust
19
Northern Trust
Illinois
$16.9M +$625K +8,143 +4%
PCA
20
Prospect Capital Advisors
California
$16.9M +$252K +3,280 +1%
Victory Capital Management
21
Victory Capital Management
Texas
$14.1M +$1.68M +21,834 +13%
Charles Schwab
22
Charles Schwab
California
$13.6M +$717K +9,340 +5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$12.5M +$1.16M +15,057 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$12.3M +$3.11M +40,527 +31%
Morgan Stanley
25
Morgan Stanley
New York
$11.2M -$5.56M -72,438 -32%

PJT Hedge Fund Activity: Q1 2023 in Review

250 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2023, worth a combined $1.25B — up 0.81% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PJT positions and 26 closed out — a net gain of 14 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.5M. The largest seller was Balyasny Asset Management, cutting an estimated $36.2M.

  • 250 institutional investors held PJT Partners (PJT) as of Q1 2023, up from 238 in Q4 2022.
  • Funds reported $1.25B of PJT Partners stock for Q1 2023, up 0.81% quarter-over-quarter.
  • 40 funds opened new PJT Partners positions in Q1 2023 and 26 closed out, a net change of +14 holders.
  • The largest PJT Partners buyer in Q1 2023 was Wellington Management Group, an estimated $29.5M added.
  • The largest PJT Partners seller in Q1 2023 was Balyasny Asset Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2023.