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Perella Weinberg Partners
PWP

123 hedge funds and large institutions have $435M invested in Perella Weinberg Partners in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,400% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $20K

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $348M → $435M (+$87M)

21% more funds holding

Funds holding: 102 → 123 (+21)

1.81% more ownership

Funds ownership: 80.51% → 82.32% (+1.8%)

Holders
123
Holders Change
+21
Holders Change %
+20.59%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
48
Reduced
37
Closed
4
Calls
$2.5M
Puts
$20K
Net Calls
+$2.48M
Net Calls Change
+$2.18M

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$7.37M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.16M
3
Goldman Sachs
Goldman Sachs
New York
+$6.14M
4
Morgan Stanley
Morgan Stanley
New York
+$3.49M
5
PI
Putnam Investments
Massachusetts
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$15M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.25M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.21M
4
SSA
Schonfeld Strategic Advisors
New York
-$2.78M
5
Boston Partners
Boston Partners
Massachusetts
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$3.58M -$1.39M -127,850 -30%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$3.58M -$8.51K -781 -0.3%
AA
28
Ancora Advisors
Ohio
$3.49M -$13.3K -1,220 -0.4%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$3.06M +$692K +63,575 +34%
Renaissance Technologies
30
Renaissance Technologies
New York
$2.59M +$356K +32,700 +18%
Citadel Advisors
31
Citadel Advisors
Florida
$2.37M +$1.43M +131,676 +213%
NCM
32
Nantahala Capital Management
Connecticut
$1.9M -$1.12M -102,564 -40%
Boston Partners
33
Boston Partners
Massachusetts
$1.88M -$2.09M -191,460 -55%
Bank of America
34
Bank of America
North Carolina
$1.81M +$404K +37,085 +33%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.66M -$400K -36,696 -21%
Barclays
36
Barclays
United Kingdom
$1.48M +$651K +59,805 +97%
Charles Schwab
37
Charles Schwab
California
$1.43M +$1.65K +151 +0.1%
CSS
38
Cubist Systematic Strategies
Connecticut
$1.28M +$1.14M +104,277 New
CM
39
CastleKnight Management
New York
$1.26M – – –
Two Sigma Investments
40
Two Sigma Investments
New York
$1.25M +$969K +88,944 +668%
Ameriprise
41
Ameriprise
Minnesota
$1.24M +$196K +18,013 +22%
Millennium Management
42
Millennium Management
New York
$1.2M -$383K -35,205 -26%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$1.11M -$104K -9,504 -9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$975K -$88.2K -8,100 -9%
AG
45
Algert Global
California
$957K -$90.5K -8,310 -10%
SEI Investments
46
SEI Investments
Pennsylvania
$936K +$130K +11,903 +18%
Invesco
47
Invesco
Georgia
$902K -$62.3K -5,716 -7%
PAG
48
Private Advisor Group
New Jersey
$889K +$19.2K +1,763 +2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$684K -$2.47K -227 -0.4%
UBS Group
50
UBS Group
Switzerland
$668K +$346K +31,812 +139%
1
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PWP Hedge Fund Activity: Q4 2023 in Review

123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2023, worth a combined $435M — up 25% from $348M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PWP positions and 4 closed out — a net gain of 21 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.37M. The largest seller was Wellington Management Group, cutting an estimated $15M.

  • 123 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $435M of Perella Weinberg Partners stock for Q4 2023, up 25% quarter-over-quarter.
  • 25 funds opened new Perella Weinberg Partners positions in Q4 2023 and 4 closed out, a net change of +21 holders.
  • The largest Perella Weinberg Partners buyer in Q4 2023 was Wasatch Advisors, an estimated $7.37M added.
  • The largest Perella Weinberg Partners seller in Q4 2023 was Wellington Management Group, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2023.