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Perella Weinberg Partners
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Overview Fund Activity

146 hedge funds and large institutions have $610M invested in Perella Weinberg Partners in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
146
Holders Change
+23
Holders Change %
+18.7%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
50
Reduced
46
Closed
10
Calls
$1.99M
Puts
$105K
Net Calls
+$1.88M
Net Calls Change
-$597K

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$30.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.2M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$16.1M
4
GKIM
4
GW&K Investment Management
Massachusetts
$14.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$21.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$18.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.4M
5
CVA
5
Ceredex Value Advisors
Florida
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$5.55M 392,432 -17,072 -4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$5.19M 367,065 +337,598 +1,146%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$5.01M 354,326 +61,975 +21%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$4.91M 347,496 +50,281 +17%
Renaissance Technologies
30
Renaissance Technologies
New York
$4.82M 341,200 +129,100 +61%
Franklin Resources
31
Franklin Resources
California
$4.58M 324,243 +324,243 New
First Eagle Investment Management
32
First Eagle Investment Management
New York
$4M 283,178 +33,300 +13%
AA
33
Ancora Advisors
Ohio
$3.97M 280,909 -4,729 -2%
MIM
34
Monashee Investment Management
Massachusetts
$3.56M 252,066 +252,066 New
Morgan Stanley
35
Morgan Stanley
New York
$3.4M 240,504 -218,136 -48%
Bank of America
36
Bank of America
North Carolina
$3.33M 235,960 +87,657 +59%
Barclays
37
Barclays
United Kingdom
$3.21M 227,273 +106,057 +87%
PFS
38
Prospera Financial Services
Texas
$3.2M 226,300 -66,500 -23%
Two Sigma Investments
39
Two Sigma Investments
New York
$2.9M 205,534 +103,276 +101%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.64M 186,800 +186,800 New
Citadel Advisors
41
Citadel Advisors
Florida
$1.82M 129,054 -64,587 -33%
AG
42
Algert Global
California
$1.76M 124,485 +46,250 +59%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.7M 120,072 -15,467 -11%
Charles Schwab
44
Charles Schwab
California
$1.62M 114,670 -2,235 -2%
NCM
45
Nantahala Capital Management
Connecticut
$1.41M 99,778 -55,931 -36%
CM
46
CastleKnight Management
New York
$1.37M 96,607 -6,593 -6%
CSS
47
Cubist Systematic Strategies
Connecticut
$1.35M 95,827 -8,450 -8%
IP
48
Interval Partners
New York
$1.31M 92,637 +92,637 New
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$1.28M 90,715 +55,862 +160%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.28M 90,400 +10,700 +13%
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