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Perella Weinberg Partners

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.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $252K

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $769M → $968M (+$199M)

17% more funds holding

Funds holding: 127148 (+21)

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

6.41% more ownership

Funds ownership: 88.65%95.06% (+6.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$10.1M -$25.4K -1,385 -0.3%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$9.89M -$1.4M -76,199 -13%
Boston Partners
28
Boston Partners
Massachusetts
$9.67M +$548K +29,902 +6%
Northern Trust
29
Northern Trust
Illinois
$9.1M +$1.15M +62,565 +15%
N
30
Nuveen
North Carolina
$9.07M -$4.95M -269,932 -36%
Bank of America
31
Bank of America
North Carolina
$8.89M +$3.6M +196,366 +74%
JP Morgan Chase
32
JP Morgan Chase
New York
$8.42M +$2.65M +144,222 +49%
Charles Schwab
33
Charles Schwab
California
$8.38M +$5.29M +288,186 +198%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$8.09M +$7.69M +419,188 New
CVA
35
Ceredex Value Advisors
Florida
$7.16M -$2.43M -132,247 -26%
Morgan Stanley
36
Morgan Stanley
New York
$6.65M +$2.74M +149,159 +76%
Invesco
37
Invesco
Georgia
$5.63M +$4.03M +219,726 +306%
Renaissance Technologies
38
Renaissance Technologies
New York
$5.11M -$1.06M -57,900 -18%
AA
39
Ancora Advisors
Ohio
$3.91M
Barclays
40
Barclays
United Kingdom
$3.6M +$27.8K +1,517 +0.8%
MIM
41
Monashee Investment Management
Massachusetts
$3.59M -$845K -46,095 -20%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$3.37M +$405K +22,086 +14%
AG
43
Algert Global
California
$3.06M +$195K +10,621 +7%
IP
44
Interval Partners
New York
$3M -$1.28M -69,748 -31%
FCM
45
FJ Capital Management
Virginia
$2.62M +$2.49M +135,700 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$2.5M -$1.88M -102,264 -44%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$2.49M -$695K -37,873 -23%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.37M
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$2.36M +$2.24M +122,234 New
Millennium Management
50
Millennium Management
New York
$2.32M -$29.4M -1,603,426 -93%

PWP Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2024, worth a combined $968M — up 26% from $769M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PWP positions and 9 closed out — a net gain of 23 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $18.2M. The largest seller was Millennium Management, cutting an estimated $29.4M.

  • 148 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $968M of Perella Weinberg Partners stock for Q3 2024, up 26% quarter-over-quarter.
  • 32 funds opened new Perella Weinberg Partners positions in Q3 2024 and 9 closed out, a net change of +23 holders.
  • The largest Perella Weinberg Partners buyer in Q3 2024 was Macquarie Group, an estimated $18.2M added.
  • The largest Perella Weinberg Partners seller in Q3 2024 was Millennium Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.