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Perella Weinberg Partners

86 hedge funds and large institutions have $486M invested in Perella Weinberg Partners in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $1.46M

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

34% more funds holding

Funds holding: 6486 (+22)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

2.41% more ownership

Funds ownership: 86.12%88.53% (+2.4%)

1% more capital invested

Capital invested by funds: $479M → $486M (+$6.98M)

Holders
86
Holders Change
+22
Holders Change %
+34.38%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
27
Reduced
23
Closed
6
Calls
$7.86M
Puts
$1.46M
Net Calls
+$6.4M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$442K +$453K +34,400 New
Citadel Advisors
52
Citadel Advisors
Florida
$429K -$1.7M -129,301 -80%
PP
53
PDT Partners
New York
$405K +$415K +31,512 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$390K +$399K +30,354 New
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$355K +$363K +27,593 New
BC
56
Brookfield Corp
Ontario, Canada
$344K -$3.94M -299,246 -92%
SCA
57
SMH Capital Advisors
Texas
$343K -$58.9K -4,476 -14%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$316K -$151K -11,492 -32%
CS
59
Credit Suisse
Switzerland
$272K +$279K +21,220 New
SC
60
Shay Capital
New York
$257K
TI
61
Trexquant Investment
Connecticut
$238K +$244K +18,516 New
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$230K +$236K +17,900 New
OAM
63
Oppenheimer Asset Management
New York
$224K +$230K +17,449 New
SAM
64
Shell Asset Management
Netherlands
$219K +$224K +17,026 New
ECM
65
ExodusPoint Capital Management
New York
$204K +$208K +15,835 New
EGM
66
Engineers Gate Manager
New York
$202K +$207K +15,730 New
Charles Schwab
67
Charles Schwab
California
$187K
RJA
68
Raymond James & Associates
Florida
$181K +$48.3K +3,670 +35%
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$167K +$170K +12,957 New
Legal & General Group
70
Legal & General Group
United Kingdom
$150K +$154K +11,690 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$147K +$151K +11,503 New
Simplex Trading
72
Simplex Trading
Illinois
$63K +$65.2K +4,958 New
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
$48K +$49.6K +3,766 New
SWA
74
SOA Wealth Advisors
New York
$35K -$526 -40 -1%
PCM
75
Penserra Capital Management
California
$29K -$14.2K -1,080 -32%

PWP Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2021, worth a combined $486M — up 1.5% from $479M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PWP positions and 6 closed out — a net gain of 23 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $18.1M. The largest seller was Millennium Management, cutting an estimated $14.6M.

  • 86 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2021, up from 64 in Q3 2021.
  • Funds reported $486M of Perella Weinberg Partners stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 29 funds opened new Perella Weinberg Partners positions in Q4 2021 and 6 closed out, a net change of +23 holders.
  • The largest Perella Weinberg Partners buyer in Q4 2021 was Schroder Investment Management Group, an estimated $18.1M added.
  • The largest Perella Weinberg Partners seller in Q4 2021 was Millennium Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2021.