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PJT Partners

289 hedge funds and large institutions have $1.95B invested in PJT Partners in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 284289 (+5)

2.85% less ownership

Funds ownership: 89.22%86.38% (-2.8%)

12% less capital invested

Capital invested by funds: $2.2B → $1.95B (-$255M)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 106

48% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $3.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
289
Holders Change
+5
Holders Change %
+1.76%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
76
Reduced
106
Closed
33
Calls
$1.84M
Puts
$3.52M
Net Calls
-$1.68M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$296M +$346K +3,521 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M +$1.72M +17,463 +0.7%
State Street
3
State Street
Massachusetts
$88.7M +$3.57M +36,322 +4%
ClearBridge Investments
4
ClearBridge Investments
New York
$84.5M -$18M -182,655 -17%
EAM
5
Eagle Asset Management
Florida
$67.6M -$13.2M -134,334 -16%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$61.1M -$444K -4,513 -0.7%
AllianceBernstein
7
AllianceBernstein
Tennessee
$59.8M -$13.8M -140,855 -18%
Macquarie Group
8
Macquarie Group
Australia
$59.3M -$11.5M -117,256 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$51.2M +$1.95M +19,846 +4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$49.4M -$1.64M -16,714 -3%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$44.1M -$4.19M -42,656 -8%
CIP
12
Champlain Investment Partners
Vermont
$43M +$44.9M +456,497 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$41.1M +$1.4M +14,239 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$36.9M +$929K +9,457 +2%
Morgan Stanley
15
Morgan Stanley
New York
$33.2M -$18.2M -184,849 -34%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.9M -$6.83M -69,528 -17%
GPGA
17
Grandeur Peak Global Advisors
Utah
$31.6M -$3.82M -38,900 -10%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$25.4M -$292K -2,975 -1%
Bank of America
19
Bank of America
North Carolina
$24.1M -$3.3M -33,611 -12%
Northern Trust
20
Northern Trust
Illinois
$23.1M -$384K -3,905 -2%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$22.6M -$5.23M -53,199 -18%
Charles Schwab
22
Charles Schwab
California
$22M +$962K +9,791 +4%
PCA
23
Prospect Capital Advisors
California
$21.4M -$5.77M -58,700 -21%
TCM
24
TimesSquare Capital Management
New York
$21.2M -$925K -9,410 -4%
Goldman Sachs
25
Goldman Sachs
New York
$20.2M +$3.53M +35,957 +20%

PJT Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q1 2024, worth a combined $1.95B — down 12% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PJT positions and 33 closed out — a net gain of 8 holders — while 76 added to existing stakes and 106 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $44.9M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $20M sold.

  • 289 institutional investors held PJT Partners (PJT) as of Q1 2024, up from 284 in Q4 2023.
  • Funds reported $1.95B of PJT Partners stock for Q1 2024, down 12% quarter-over-quarter.
  • 41 funds opened new PJT Partners positions in Q1 2024 and 33 closed out, a net change of +8 holders.
  • The largest PJT Partners buyer in Q1 2024 was Champlain Investment Partners, an estimated $44.9M added.
  • The largest PJT Partners seller in Q1 2024 was Jacobs Levy Equity Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2024.