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Perella Weinberg Partners
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Overview Fund Activity

148 hedge funds and large institutions have $968M invested in Perella Weinberg Partners in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
53
Reduced
47
Closed
9
Calls
$1.94M
Puts
$252K
Net Calls
+$1.69M
Net Calls Change
-$112K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$19.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.4M
3
Ameriprise
3
Ameriprise
Minnesota
$16.1M
4
DCM
4
Driehaus Capital Management
Illinois
$12.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.09M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.32M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$17.4M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$20M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.07M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.5M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$10.1M 525,278 -1,385 -0.3%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$9.89M 512,230 -76,199 -13%
Boston Partners
28
Boston Partners
Massachusetts
$9.67M 500,020 +29,902 +6%
Northern Trust
29
Northern Trust
Illinois
$9.1M 471,374 +62,565 +15%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$9.07M 469,839 -269,932 -36%
Bank of America
31
Bank of America
North Carolina
$8.89M 460,185 +196,366 +74%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$8.42M 435,922 +144,222 +49%
Charles Schwab
33
Charles Schwab
California
$8.38M 434,005 +288,186 +198%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$8.09M 419,188 +419,188 New
CVA
35
Ceredex Value Advisors
Florida
$7.16M 371,019 -132,247 -26%
Morgan Stanley
36
Morgan Stanley
New York
$6.65M 344,216 +149,159 +76%
Invesco
37
Invesco
Georgia
$5.63M 291,533 +219,726 +306%
Renaissance Technologies
38
Renaissance Technologies
New York
$5.11M 264,700 -57,900 -18%
AA
39
Ancora Advisors
Ohio
$3.91M 202,616 – –
Barclays
40
Barclays
United Kingdom
$3.6M 186,387 +1,517 +0.8%
MIM
41
Monashee Investment Management
Massachusetts
$3.59M 185,981 -46,095 -20%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$3.37M 174,525 +22,086 +14%
AG
43
Algert Global
California
$3.06M 158,646 +10,621 +7%
IP
44
Interval Partners
New York
$3M 155,278 -69,748 -31%
FCM
45
FJ Capital Management
Virginia
$2.62M 135,700 +135,700 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$2.5M 129,465 -102,264 -44%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$2.49M 129,125 -37,873 -23%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.37M 122,541 – –
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$2.36M 122,234 +122,234 New
Millennium Management
50
Millennium Management
New York
$2.32M 120,359 -1,603,426 -93%
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