We are live on ! Find out more
PJT icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$150M +$87.8K +1,272 +0.1%
BlackRock
2
BlackRock
New York
$123M +$5.19M +75,198 +4%
ClearBridge Investments
3
ClearBridge Investments
New York
$72.1M +$249K +3,605 +0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$64.2M +$5.96M +86,267 +10%
EAM
5
Eagle Asset Management
Florida
$62.7M +$7.33M +106,163 +13%
AllianceBernstein
6
AllianceBernstein
Tennessee
$59.1M -$4.34M -62,920 -7%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$40.1M -$9.84M -142,541 -20%
State Street
8
State Street
Massachusetts
$37.9M +$1.07M +15,427 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35.8M +$2.07M +29,913 +6%
GPGA
10
Grandeur Peak Global Advisors
Utah
$33.5M +$5.4M +78,175 +19%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$33.1M -$6.54M -94,787 -17%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$28.9M +$175K +2,528 +0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$28.9M +$1.04M +15,019 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$25.1M +$13M +188,072 +109%
TCM
15
TimesSquare Capital Management
New York
$23.9M +$2.6M +37,650 +12%
KA
16
Klingman & Associates
New York
$22.8M
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$21.2M -$5.97M -86,531 -22%
PCA
18
Prospect Capital Advisors
California
$20.7M +$4.33M +62,700 +27%
FCM
19
Frontier Capital Management
Massachusetts
$18.9M -$307K -4,446 -2%
Northern Trust
20
Northern Trust
Illinois
$16.9M +$517K +7,490 +3%
Charles Schwab
21
Charles Schwab
California
$14.3M +$1.12M +16,253 +9%
Victory Capital Management
22
Victory Capital Management
Texas
$14.3M +$663K +9,602 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$13.9M +$4.18M +60,562 +44%
Goldman Sachs
24
Goldman Sachs
New York
$13.8M -$7.71M -111,626 -36%
GKIM
25
GW&K Investment Management
Massachusetts
$12.7M +$3.98M +57,705 +46%

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.