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Perella Weinberg Partners

40 hedge funds and large institutions have $205M invested in Perella Weinberg Partners in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

39% more capital invested

Capital invested by funds: $148M → $205M (+$57.4M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

5% less funds holding

Funds holding: 4240 (-2)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
13
Reduced
4
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$762K +$765K +68,146 New
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$719K +$722K +64,280 New
Morgan Stanley
28
Morgan Stanley
New York
$651K +$417K +37,142 +177%
HF
29
HRT Financial
New York
$478K +$4.65K +414 +1%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$473K +$475K +42,270 New
MWNA
31
Marshall Wace North America
New York
$346K +$348K +30,982 New
MTIM
32
Marathon Trading Investment Management
Pennsylvania
$325K +$102K +9,100 +46%
SC
33
Shay Capital
New York
$280K +$281K +25,000 New
Citadel Advisors
34
Citadel Advisors
Florida
$254K +$243K +21,659 +1,998%
SCA
35
SMH Capital Advisors
Texas
$214K
SEI Investments
36
SEI Investments
Pennsylvania
$174K +$175K +15,568 New
UBS Group
37
UBS Group
Switzerland
$49K +$47.9K +4,265 +4,265%
SWA
38
SOA Wealth Advisors
New York
$31K +$31.9K +2,840 New
Osaic Holdings
39
Osaic Holdings
Arizona
$6K +$6.74K +600 New
FIA
40
FNY Investment Advisers
New York
$4K -$7.86K -700 -64%
LA
41
Linden Advisors
New York
-$11.3M -999,999 Closed
Blackstone Inc
42
Blackstone Inc
New York
-$8.47M -750,000 Closed
MF
43
Magnetar Financial
Illinois
-$8.32M -736,299 Closed
MI
44
MMCAP International
Cayman Islands
-$5.08M -450,000 Closed
UOC
45
UBS O'Connor
Illinois
-$4.49M -397,694 Closed
AWG
46
Alpha Wave Global
New York
-$4.49M -397,449 Closed
SC
47
Sculptor Capital
New York
-$3.96M -350,000 Closed
PAMP
48
Polar Asset Management Partners
Ontario, Canada
-$3.26M -288,449 Closed
KC
49
Kepos Capital
New York
-$3.11M -275,000 Closed
RCM
50
Radcliffe Capital Management
Pennsylvania
-$3.11M -275,000 Closed

PWP Hedge Fund Activity: Q1 2021 in Review

40 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2021, worth a combined $205M — up 39% from $148M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PWP and 22 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 13 added.

The largest buyer was Samlyn Capital, adding an estimated $21.5M. The largest seller was Linden Advisors, exiting entirely with an estimated $11.3M sold.

  • 40 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2021, down from 42 in Q4 2020.
  • Funds reported $205M of Perella Weinberg Partners stock for Q1 2021, up 39% quarter-over-quarter.
  • 22 funds opened new Perella Weinberg Partners positions in Q1 2021 and 24 closed out, a net change of -2 holders.
  • The largest Perella Weinberg Partners buyer in Q1 2021 was Samlyn Capital, an estimated $21.5M added.
  • The largest Perella Weinberg Partners seller in Q1 2021 was Linden Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2021.