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Perella Weinberg Partners

123 hedge funds and large institutions have $435M invested in Perella Weinberg Partners in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,400% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $20K

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $348M → $435M (+$87M)

21% more funds holding

Funds holding: 102123 (+21)

1.81% more ownership

Funds ownership: 80.51%82.32% (+1.8%)

Holders
123
Holders Change
+21
Holders Change %
+20.59%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
37
Closed
4
Calls
$2.5M
Puts
$20K
Net Calls
+$2.48M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Globeflex Capital
California
$622K +$554K +50,861 New
TI
52
Trexquant Investment
Connecticut
$608K +$542K +49,723 New
ACM
53
Atalaya Capital Management
New York
$570K
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$564K +$247K +22,658 +96%
AllianceBernstein
55
AllianceBernstein
Tennessee
$558K -$2.07K -190 -0.4%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$525K -$16.6K -1,526 -3%
MAM
57
Martingale Asset Management
Massachusetts
$492K +$204K +18,703 +87%
CS
58
Credit Suisse
Switzerland
$472K +$20.9K +1,919 +5%
Legal & General Group
59
Legal & General Group
United Kingdom
$461K -$1.44K -132 -0.3%
ECM
60
ExodusPoint Capital Management
New York
$448K +$399K +36,629 New
USPCM
61
Union Square Park Capital Management
New York
$432K
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$426K +$131K +12,032 +53%
RP
63
Riverwater Partners
Wisconsin
$412K +$8.72K +801 +2%
Deutsche Bank
64
Deutsche Bank
Germany
$401K -$7.55K -693 -2%
Jane Street
65
Jane Street
New York
$383K +$61.1K +5,610 +22%
A
66
AlphaQuest
New York
$364K +$324K +29,759 New
JP Morgan Chase
67
JP Morgan Chase
New York
$360K +$3.75K +344 +1%
YIH
68
Y-Intercept (HK)
Hong Kong
$354K +$315K +28,921 New
NRD
69
Nebula Research & Development
New York
$346K +$308K +28,318 New
PI
70
PEAK6 Investments
Illinois
$325K +$289K +26,545 New
Principal Financial Group
71
Principal Financial Group
Iowa
$303K +$62.4K +5,734 +30%
SCA
72
SMH Capital Advisors
Texas
$288K -$2.55K -234 -1%
MIM
73
MetLife Investment Management
New Jersey
$278K
Squarepoint
74
Squarepoint
New York
$274K +$244K +22,381 New
HCA
75
Harbor Capital Advisors
Illinois
$272K +$26.9K +2,474 +12%

PWP Hedge Fund Activity: Q4 2023 in Review

123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2023, worth a combined $435M — up 25% from $348M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PWP positions and 4 closed out — a net gain of 21 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.37M. The largest seller was Wellington Management Group, cutting an estimated $15M.

  • 123 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $435M of Perella Weinberg Partners stock for Q4 2023, up 25% quarter-over-quarter.
  • 25 funds opened new Perella Weinberg Partners positions in Q4 2023 and 4 closed out, a net change of +21 holders.
  • The largest Perella Weinberg Partners buyer in Q4 2023 was Wasatch Advisors, an estimated $7.37M added.
  • The largest Perella Weinberg Partners seller in Q4 2023 was Wellington Management Group, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2023.