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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M -$3.1M -40,028 -2%
BlackRock
2
BlackRock
New York
$136M -$3.94M -50,955 -3%
ClearBridge Investments
3
ClearBridge Investments
New York
$87.8M +$5.33M +68,951 +7%
EAM
4
Eagle Asset Management
Florida
$77M +$5.37M +69,485 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$66.7M -$6.36M -82,198 -9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$63.2M -$4.13M -53,392 -6%
Macquarie Group
7
Macquarie Group
Australia
$59.5M +$57.9M +749,372 New
State Street
8
State Street
Massachusetts
$46M +$2.66M +34,382 +6%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$44.3M -$1.34M -17,388 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$40.2M -$620K -8,013 -2%
GPGA
11
Grandeur Peak Global Advisors
Utah
$35.6M -$2.6M -33,605 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$32.8M -$162K -2,100 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$31.2M -$1.64M -21,191 -5%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$31.2M -$6.38M -82,521 -17%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$30.3M +$1.65M +21,392 +6%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$29.5M +$5.2M +67,197 +22%
TCM
17
TimesSquare Capital Management
New York
$26.5M -$732K -9,460 -3%
KA
18
Klingman & Associates
New York
$26M
PCA
19
Prospect Capital Advisors
California
$23.2M -$381K -4,925 -2%
Millennium Management
20
Millennium Management
New York
$22.6M +$19.8M +255,795 +883%
Bank of America
21
Bank of America
North Carolina
$19.7M +$10.9M +141,088 +132%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$18.7M +$2.84M +36,703 +18%
Northern Trust
23
Northern Trust
Illinois
$18.5M -$676K -8,738 -4%
Goldman Sachs
24
Goldman Sachs
New York
$17.4M +$1.7M +22,033 +11%
Charles Schwab
25
Charles Schwab
California
$16.5M +$182K +2,352 +1%

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.