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Perella Weinberg Partners
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Overview Fund Activity

102 hedge funds and large institutions have $348M invested in Perella Weinberg Partners in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
28
Closed
8
Calls
$307K
Puts
$10K
Net Calls
+$297K
Net Calls Change
-$44K

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$7.23M
2
RA
2
Royce & Associates
New York
$7.59M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.4M
4
ACL
4
Azora Capital LP
Florida
$2.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.4M
2
SSA
2
Schonfeld Strategic Advisors
New York
$2.82M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$7.16M
4
Millennium Management
4
Millennium Management
New York
$1.36M
5
AG
5
Algert Global
California
$881K
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
26
Nantahala Capital Management
Connecticut
$2.63M 258,273 – –
First Eagle Investment Management
27
First Eagle Investment Management
New York
$1.9M 186,303 +186,303 New
Renaissance Technologies
28
Renaissance Technologies
New York
$1.83M 179,400 +15,600 +10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.75M 172,235 +3,002 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.69M 165,525 +132,334 +399%
Morgan Stanley
31
Morgan Stanley
New York
$1.4M 137,919 +2,736 +2%
Millennium Management
32
Millennium Management
New York
$1.36M 133,175 -175,567 -57%
Goldman Sachs
33
Goldman Sachs
New York
$1.24M 121,397 +23,607 +24%
Charles Schwab
34
Charles Schwab
California
$1.19M 116,754 -394 -0.3%
Bank of America
35
Bank of America
North Carolina
$1.13M 111,218 +62,953 +130%
CM
36
CastleKnight Management
New York
$1.05M 103,200 – –
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.02M 100,294 -1,596 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$894K 87,800 – –
AG
39
Algert Global
California
$881K 86,545 -99,800 -54%
Ameriprise
40
Ameriprise
Minnesota
$846K 83,120 – –
Invesco
41
Invesco
Georgia
$809K 79,494 +12,565 +19%
PAG
42
Private Advisor Group
New Jersey
$722K 70,965 – –
SEI Investments
43
SEI Investments
Pennsylvania
$658K 64,629 +8,100 +14%
Citadel Advisors
44
Citadel Advisors
Florida
$631K 61,965 +52,835 +579%
Barclays
45
Barclays
United Kingdom
$625K 61,411 +9,185 +18%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$572K 56,180 +143 +0.3%
ACM
47
Atalaya Capital Management
New York
$474K 54,796 – –
AllianceBernstein
48
AllianceBernstein
Tennessee
$467K 45,850 -2,490 -5%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$452K 44,414 -5,220 -11%
Legal & General Group
50
Legal & General Group
United Kingdom
$385K 37,828 +11,303 +43%
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