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Perella Weinberg Partners
PWP

Overview Fund Activity

127 hedge funds and large institutions have $769M invested in Perella Weinberg Partners in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 36 closing their positions.

Holders
127
Holders Change
-19
Holders Change %
-13.01%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
62
Reduced
39
Closed
36
Calls
$2.02M
Puts
$215K
Net Calls
+$1.8M
Net Calls Change
-$83K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$35.7M
2
Millennium Management
2
Millennium Management
New York
$28M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$20.2M
4
EAM
4
Eagle Asset Management
Florida
$9.16M
5
BlackRock
5
BlackRock
New York
$62.9M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.56M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.48M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$2.82M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
First Eagle Investment Management
26
First Eagle Investment Management
New York
$6.92M 426,078 +142,900 +50%
Northern Trust
27
Northern Trust
Illinois
$6.64M 408,809 +16,377 +4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$6.16M 385,869 -53,263 -12%
Renaissance Technologies
29
Renaissance Technologies
New York
$5.24M 322,600 -18,600 -5%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$4.74M 291,700 -75,365 -21%
NCM
31
Nantahala Capital Management
Connecticut
$4.31M 265,474 +165,696 +166%
Bank of America
32
Bank of America
North Carolina
$4.29M 263,819 +27,859 +12%
Franklin Resources
33
Franklin Resources
California
$4.09M 251,826 -72,417 -22%
MIM
34
Monashee Investment Management
Massachusetts
$3.77M 232,076 -19,990 -8%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$3.77M 231,729 -115,767 -33%
IP
36
Interval Partners
New York
$3.66M 225,026 +132,389 +143%
Citadel Advisors
37
Citadel Advisors
Florida
$3.47M 213,301 +84,247 +65%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$3.37M 207,388 -146,938 -41%
AA
39
Ancora Advisors
Ohio
$3.29M 202,616 -78,293 -28%
Morgan Stanley
40
Morgan Stanley
New York
$3.17M 195,057 -45,447 -19%
Barclays
41
Barclays
United Kingdom
$3M 184,870 -42,403 -19%
DRZID
42
DePrince Race & Zollo Inc (DRZ)
Florida
$2.82M 173,704 -293,257 -63%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.71M 166,998 +46,926 +39%
Ameriprise
44
Ameriprise
Minnesota
$2.64M 162,601 +95,318 +142%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$2.48M 152,439 -394,469 -72%
AG
46
Algert Global
California
$2.41M 148,025 +23,540 +19%
Charles Schwab
47
Charles Schwab
California
$2.37M 145,819 +31,149 +27%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.99M 122,541 +122,541 New
CM
49
CastleKnight Management
New York
$1.65M 101,600 +4,993 +5%
WFAG
50
Wescott Financial Advisory Group
Pennsylvania
$1.51M 92,860 +92,860 New
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