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Perella Weinberg Partners
PWP

98 hedge funds and large institutions have $418M invested in Perella Weinberg Partners in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

743% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $442K

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

14% more funds holding

Funds holding: 86 → 98 (+12)

5.81% more ownership

Funds ownership: 88.53% → 94.34% (+5.8%)

14% less capital invested

Capital invested by funds: $486M → $418M (-$67.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
49
Reduced
18
Closed
9
Calls
$3.73M
Puts
$442K
Net Calls
+$3.29M
Net Calls Change
-$3.11M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$25.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$13.1M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$8.75M
4
Morgan Stanley
Morgan Stanley
New York
+$7.6M
5
Bank of America
Bank of America
North Carolina
+$5.79M

Top Sellers

Rank Fund Capital Flow
1
SC
Samlyn Capital
New York
-$17.9M
2
BCM
Basswood Capital Management
New York
-$9.44M
3
MCM
Moore Capital Management
New York
-$7.02M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$5.72M
5
ACL
Azora Capital LP
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$3.18M +$642K +60,186 +22%
Boston Partners
27
Boston Partners
Massachusetts
$3.01M -$41.9K -3,935 -1%
BC
28
Brookfield Corp
Ontario, Canada
$2.98M +$3.08M +288,884 +1,079%
State Street
29
State Street
Massachusetts
$2.82M -$443K -41,518 -12%
FC
30
Full18 Capital
Connecticut
$2.62M +$835K +78,357 +47%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.44M +$2.76M +258,557 New
Norges Bank
32
Norges Bank
Norway
$2.2M +$2.48M +232,400 New
HF
33
HRT Financial
New York
$1.81M +$1.09M +102,104 +114%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.81M – – –
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$1.71M +$111K +10,417 +6%
CSS
36
Cubist Systematic Strategies
Connecticut
$1.31M +$934K +87,628 +172%
Marshall Wace
37
Marshall Wace
United Kingdom
$1.16M +$1.31M +122,919 New
EGM
38
Engineers Gate Manager
New York
$1.05M +$1.02M +95,470 +607%
UBS Group
39
UBS Group
Switzerland
$1.03M +$1.15M +108,176 +8,903%
Citadel Advisors
40
Citadel Advisors
Florida
$989K +$761K +71,392 +214%
MCM
41
Maltese Capital Management
New York
$945K -$2.6M -243,700 -71%
Swiss National Bank
42
Swiss National Bank
Switzerland
$810K +$76.8K +7,200 +9%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$803K +$906K +85,001 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$771K +$18.4K +1,728 +2%
Northern Trust
45
Northern Trust
Illinois
$730K +$53.5K +5,019 +7%
JP Morgan Chase
46
JP Morgan Chase
New York
$662K +$745K +69,865 +35,285%
Goldman Sachs
47
Goldman Sachs
New York
$649K +$237K +22,192 +48%
ACM
48
Atalaya Capital Management
New York
$627K +$795K +74,541 New
Westfield Capital Management
49
Westfield Capital Management
Massachusetts
$607K – – –
Ameriprise
50
Ameriprise
Minnesota
$569K +$154K +14,400 +31%
1
2
3 4 5

PWP Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2022, worth a combined $418M — down 14% from $486M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWP positions and 9 closed out — a net gain of 12 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $25.5M. The largest seller was Samlyn Capital, cutting an estimated $17.9M.

  • 98 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2022, up from 86 in Q4 2021.
  • Funds reported $418M of Perella Weinberg Partners stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Perella Weinberg Partners positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Perella Weinberg Partners buyer in Q1 2022 was Wellington Management Group, an estimated $25.5M added.
  • The largest Perella Weinberg Partners seller in Q1 2022 was Samlyn Capital, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2022.