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PJT Partners

304 hedge funds and large institutions have $2.24B invested in PJT Partners in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $517K

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

15% more capital invested

Capital invested by funds: $1.95B → $2.24B (+$288M)

5% more funds holding

Funds holding: 289304 (+15)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0.08% less ownership

Funds ownership: 86.38%86.3% (-0.08%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
92
Reduced
90
Closed
33
Calls
$2.55M
Puts
$517K
Net Calls
+$2.03M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$389M +$46.5M +462,570 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M -$4.69M -46,686 -2%
State Street
3
State Street
Massachusetts
$102M +$668K +6,650 +0.7%
ClearBridge Investments
4
ClearBridge Investments
New York
$89.2M -$7.02M -69,943 -8%
EAM
5
Eagle Asset Management
Florida
$71.6M -$6.15M -61,228 -9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$70.9M +$881K +8,770 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$62M -$5.98M -59,570 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$61.9M +$3.09M +30,749 +6%
CIP
9
Champlain Investment Partners
Vermont
$59.7M +$9.72M +96,743 +21%
Macquarie Group
10
Macquarie Group
Australia
$58.8M -$8.42M -83,880 -13%
Morgan Stanley
11
Morgan Stanley
New York
$57.7M +$18.3M +181,922 +52%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$54.4M -$2.01M -20,048 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$49.4M +$2.22M +22,117 +5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$40.6M -$1.52M -15,118 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$35.2M -$1.22M -12,136 -4%
Bank of America
16
Bank of America
North Carolina
$31.7M +$3.81M +37,980 +15%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$31.5M +$2.29M +22,763 +8%
GPGA
18
Grandeur Peak Global Advisors
Utah
$31.4M -$4.47M -44,545 -13%
Goldman Sachs
19
Goldman Sachs
New York
$29.1M +$5.53M +55,057 +26%
Northern Trust
20
Northern Trust
Illinois
$28.8M +$2.27M +22,556 +9%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$26.6M +$714K +7,105 +3%
CAM
22
Congress Asset Management
Massachusetts
$26.5M +$24.6M +245,392 New
Charles Schwab
23
Charles Schwab
California
$25.9M +$749K +7,458 +3%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$24.2M +$22.5M +223,859 New
PCA
25
Prospect Capital Advisors
California
$21.6M -$2.62M -26,090 -12%

PJT Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PJT Partners (PJT) for Q2 2024, worth a combined $2.24B — up 15% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PJT positions and 33 closed out — a net gain of 19 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $46.5M. The largest seller was HSBC Holdings, cutting an estimated $46.1M.

  • 304 institutional investors held PJT Partners (PJT) as of Q2 2024, up from 289 in Q1 2024.
  • Funds reported $2.24B of PJT Partners stock for Q2 2024, up 15% quarter-over-quarter.
  • 52 funds opened new PJT Partners positions in Q2 2024 and 33 closed out, a net change of +19 holders.
  • The largest PJT Partners buyer in Q2 2024 was BlackRock, an estimated $46.5M added.
  • The largest PJT Partners seller in Q2 2024 was HSBC Holdings, an estimated $46.1M sold.

Based on aggregated 13F filings for Q2 2024.