We are live on ! Find out more
PWP icon

Perella Weinberg Partners
PWP

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.

New
Increased
Maintained
Reduced
Closed

1,793% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $105K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

40% more capital invested

Capital invested by funds: $435M → $610M (+$175M)

19% more funds holding

Funds holding: 123 → 146 (+23)

14.22% more ownership

Funds ownership: 82.32% → 96.54% (+14%)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

Holders
146
Holders Change
+23
Holders Change %
+18.7%
% of All Funds
2.1%
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

Rank Fund Capital Flow
1
ACL
Azora Capital LP
Florida
+$22M
2
Goldman Sachs
Goldman Sachs
New York
+$14.6M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$14.3M
4
GKIM
GW&K Investment Management
Massachusetts
+$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.1M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$9.41M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.68M
4
Morgan Stanley
Morgan Stanley
New York
-$2.74M
5
CVA
Ceredex Value Advisors
Florida
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$5.55M -$215K -17,072 -4%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.19M +$4.24M +337,598 +1,146%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$5.01M +$779K +61,975 +21%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$4.91M +$632K +50,281 +17%
Renaissance Technologies
30
Renaissance Technologies
New York
$4.82M +$1.62M +129,100 +61%
Franklin Resources
31
Franklin Resources
California
$4.58M +$4.07M +324,243 New
First Eagle Investment Management
32
First Eagle Investment Management
New York
$4M +$418K +33,300 +13%
AA
33
Ancora Advisors
Ohio
$3.97M -$59.4K -4,729 -2%
MIM
34
Monashee Investment Management
Massachusetts
$3.56M +$3.17M +252,066 New
Morgan Stanley
35
Morgan Stanley
New York
$3.4M -$2.74M -218,136 -48%
Bank of America
36
Bank of America
North Carolina
$3.33M +$1.1M +87,657 +59%
Barclays
37
Barclays
United Kingdom
$3.21M +$1.33M +106,057 +87%
PFS
38
Prospera Financial Services
Texas
$3.2M -$836K -66,500 -23%
Two Sigma Investments
39
Two Sigma Investments
New York
$2.9M +$1.3M +103,276 +101%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.64M +$2.35M +186,800 New
Citadel Advisors
41
Citadel Advisors
Florida
$1.82M -$812K -64,587 -33%
AG
42
Algert Global
California
$1.76M +$581K +46,250 +59%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.7M -$194K -15,467 -11%
Charles Schwab
44
Charles Schwab
California
$1.62M -$28.1K -2,235 -2%
NCM
45
Nantahala Capital Management
Connecticut
$1.41M -$703K -55,931 -36%
CM
46
CastleKnight Management
New York
$1.37M -$82.8K -6,593 -6%
CSS
47
Cubist Systematic Strategies
Connecticut
$1.35M -$106K -8,450 -8%
IP
48
Interval Partners
New York
$1.31M +$1.16M +92,637 New
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$1.28M +$702K +55,862 +160%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.28M +$134K +10,700 +13%
1
2
3 4 5

PWP Hedge Fund Activity: Q1 2024 in Review

146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2024, worth a combined $610M — up 40% from $435M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PWP positions and 10 closed out — a net gain of 25 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Azora Capital LP, adding an estimated $22M. The largest seller was Adage Capital Partners, cutting an estimated $16.1M.

  • 146 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2024, up from 123 in Q4 2023.
  • Funds reported $610M of Perella Weinberg Partners stock for Q1 2024, up 40% quarter-over-quarter.
  • 35 funds opened new Perella Weinberg Partners positions in Q1 2024 and 10 closed out, a net change of +25 holders.
  • The largest Perella Weinberg Partners buyer in Q1 2024 was Azora Capital LP, an estimated $22M added.
  • The largest Perella Weinberg Partners seller in Q1 2024 was Adage Capital Partners, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.