Perella Weinberg Partners
PWP
94 hedge funds and large institutions have $239M invested in Perella Weinberg Partners in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 13 closing their positions.
8.25% more ownership
Funds ownership: 84.34% → 92.6% (+8.3%)
5% more capital invested
Capital invested by funds: $228M → $239M (+$11M)
0% more funds holding
Funds holding: 94 → 94 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
18% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 38
61% less call options, than puts
Call options by funds: $65K | Put options by funds: $165K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$3.23M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.94M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$2.53M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.12M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.26M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
-$3.99M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$3.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.07M |
PWP Hedge Fund Activity: Q3 2022 in Review
94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2022, worth a combined $239M — up 4.8% from $228M a quarter earlier.
Fund positioning in PWP was balanced in Q3 2022: 13 funds opened new positions, 13 closed out, 31 added to existing stakes and 38 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $9M. The largest seller was Wellington Management Group, cutting an estimated $6.12M.
- 94 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $239M of Perella Weinberg Partners stock for Q3 2022, up 4.8% quarter-over-quarter.
- 13 funds opened new Perella Weinberg Partners positions in Q3 2022 and 13 closed out, a net change of 0 holders.
- The largest Perella Weinberg Partners buyer in Q3 2022 was Fidelity Investments, an estimated $9M added.
- The largest Perella Weinberg Partners seller in Q3 2022 was Wellington Management Group, an estimated $6.12M sold.
Based on aggregated 13F filings for Q3 2022.