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Perella Weinberg Partners

98 hedge funds and large institutions have $418M invested in Perella Weinberg Partners in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

743% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $442K

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

14% more funds holding

Funds holding: 8698 (+12)

5.81% more ownership

Funds ownership: 88.53%94.34% (+5.8%)

14% less capital invested

Capital invested by funds: $486M → $418M (-$67.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
49
Reduced
18
Closed
9
Calls
$3.73M
Puts
$442K
Net Calls
+$3.29M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
76
Charles Schwab
California
$137K
HSBC Holdings
77
HSBC Holdings
United Kingdom
$137K +$28.3K +2,658 +23%
Citigroup
78
Citigroup
New York
$121K +$129K +12,134 +1,847%
XT
79
XTX Topco
Cayman Islands
$121K +$136K +12,790 New
YIH
80
Y-Intercept (HK)
Hong Kong
$121K +$137K +12,832 New
MFS
81
Mirabella Financial Services
United Kingdom
$115K +$130K +12,213 New
Walleye Capital
82
Walleye Capital
New York
$113K +$127K +11,934 New
Legal & General Group
83
Legal & General Group
United Kingdom
$111K
JF
84
Jump Financial
Illinois
$103K +$115K +10,806 New
SM
85
Sciencast Management
New Jersey
$102K +$126K +11,800 New
GTCM
86
Gyon Technologies Capital Management
New Jersey
$99K +$112K +10,491 New
Man Group
87
Man Group
United Kingdom
$94K -$395K -37,100 -79%
Simplex Trading
88
Simplex Trading
Illinois
$73K +$29.6K +2,774 +56%
WAM
89
Wolverine Asset Management
Illinois
$54K +$51.8K +4,863 +555%
PP
90
Paloma Partners
Connecticut
$53K +$59.6K +5,591 New
SWA
91
SOA Wealth Advisors
New York
$26K
PCM
92
Penserra Capital Management
California
$18K -$3.67K -344 -15%
Deutsche Bank
93
Deutsche Bank
Germany
$16K
Osaic Holdings
94
Osaic Holdings
Arizona
$8K +$277 +26 +3%
OCM
95
Ovata Capital Management
Hong Kong
$7K +$7.46K +700 New
Wells Fargo
96
Wells Fargo
California
$4K +$2.85K +267 +125%
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$2K
PCG
98
Private Capital Group
Connecticut
$1K +$53 +5 +4%
MCM
99
Moore Capital Management
New York
-$7.02M -545,998 Closed
Russell Investments Group
100
Russell Investments Group
United Kingdom
-$1.87M -145,180 Closed

PWP Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2022, worth a combined $418M — down 14% from $486M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PWP positions and 9 closed out — a net gain of 12 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $25.5M. The largest seller was Samlyn Capital, cutting an estimated $17.9M.

  • 98 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2022, up from 86 in Q4 2021.
  • Funds reported $418M of Perella Weinberg Partners stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Perella Weinberg Partners positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Perella Weinberg Partners buyer in Q1 2022 was Wellington Management Group, an estimated $25.5M added.
  • The largest Perella Weinberg Partners seller in Q1 2022 was Samlyn Capital, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2022.