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Perella Weinberg Partners
PWP

86 hedge funds and large institutions have $486M invested in Perella Weinberg Partners in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $1.46M

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

34% more funds holding

Funds holding: 64 → 86 (+22)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

2.41% more ownership

Funds ownership: 86.12% → 88.53% (+2.4%)

1% more capital invested

Capital invested by funds: $479M → $486M (+$6.98M)

Holders
86
Holders Change
+22
Holders Change %
+34.38%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
27
Reduced
23
Closed
6
Calls
$7.86M
Puts
$1.46M
Net Calls
+$6.4M
Net Calls Change
+$5.5M

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$18.1M
2
WHG
Westwood Holdings Group
Texas
+$12.5M
3
BlackRock
BlackRock
New York
+$6.28M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$14.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$6.97M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.96M
4
BC
Brookfield Corp
Ontario, Canada
-$3.94M
5
MCM
Maltese Capital Management
New York
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$3.55M -$197K -15,000 -5%
Bank of America
27
Bank of America
North Carolina
$3.1M +$3.16M +240,280 +29,960%
Ohio Public Employees Retirement System (OPERS)
28
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.46M +$677K +51,463 +37%
FC
29
Full18 Capital
Connecticut
$2.35M -$193K -14,688 -8%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$2.19M -$3.96M -300,615 -64%
Stifel Financial
31
Stifel Financial
Missouri
$2.15M +$737K +56,000 +50%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.87M -$1.04M -79,235 -35%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.21M +$1.24M +94,229 New
HF
34
HRT Financial
New York
$1.15M +$1.18M +89,582 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.03M +$873K +66,366 +488%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.01M +$1.03M +78,500 New
Northern Trust
37
Northern Trust
Illinois
$929K +$145K +10,984 +18%
PAG
38
Private Advisor Group
New Jersey
$861K – – –
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$827K – – –
SEI Investments
40
SEI Investments
Pennsylvania
$707K +$406K +30,824 +128%
OQS
41
Occudo Quantitative Strategies
Florida
$682K +$46.5K +3,533 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$672K +$142K +10,822 +26%
PCM
43
Prelude Capital Management
New York
$666K +$681K +51,757 New
CSS
44
Cubist Systematic Strategies
Connecticut
$655K -$324K -24,638 -33%
Renaissance Technologies
45
Renaissance Technologies
New York
$638K +$491K +37,344 +304%
Man Group
46
Man Group
United Kingdom
$606K -$136K -10,300 -18%
Goldman Sachs
47
Goldman Sachs
New York
$598K +$81.2K +6,172 +15%
Ameriprise
48
Ameriprise
Minnesota
$589K +$603K +45,800 New
GCP
49
GSA Capital Partners
United Kingdom
$537K +$241K +18,351 +78%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$495K +$507K +38,500 New
1
2
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PWP Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2021, worth a combined $486M — up 1.5% from $479M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PWP positions and 6 closed out — a net gain of 23 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $18.1M. The largest seller was Millennium Management, cutting an estimated $14.6M.

  • 86 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2021, up from 64 in Q3 2021.
  • Funds reported $486M of Perella Weinberg Partners stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 29 funds opened new Perella Weinberg Partners positions in Q4 2021 and 6 closed out, a net change of +23 holders.
  • The largest Perella Weinberg Partners buyer in Q4 2021 was Schroder Investment Management Group, an estimated $18.1M added.
  • The largest Perella Weinberg Partners seller in Q4 2021 was Millennium Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2021.