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Perella Weinberg Partners
PWP

Overview Fund Activity

92 hedge funds and large institutions have $356M invested in Perella Weinberg Partners in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
-2
Holders Change %
-2.13%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
41
Closed
14
Calls
$603K
Puts
$98K
Net Calls
+$505K
Net Calls Change
+$605K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$22.5M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$3.74M
3
ACL
3
Azora Capital LP
Florida
$8.16M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$52.5M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$5.17M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$20.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$45.9M
3
NCM
3
Nantahala Capital Management
Connecticut
$4.94M
4
IP
4
Interval Partners
New York
$2.13M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$33.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MIG
76
Mariner Investment Group
New York
$98K 10,000 +10,000 New
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$93.9K 9,578 -3,730 -28%
AB
78
Amalgamated Bank
New York
$66K 6,762 – –
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$64.2K 6,552 +6,552 New
AIP
80
Ameritas Investment Partners
Nebraska
$35.3K 3,494 – –
SWA
81
SOA Wealth Advisors
New York
$26.3K 2,680 – –
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$23.3K 2,373 -768 -24%
Citigroup
83
Citigroup
New York
$12.8K 1,302 -459 -26%
QCG
84
Quadrant Capital Group
Ohio
$11.7K 1,189 – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$7K 761 – –
TRCT
86
Tower Research Capital (TRC)
New York
$4K 357 -3,656 -91%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$2.61K 267 – –
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$1K 94 – –
PAG
89
Private Advisor Group
New Jersey
$695 70,965 – –
SSB
90
Sandy Spring Bank
Maryland
$49 5 +5 New
AU
91
Algebris (UK)
United Kingdom
– – -136,703 Closed
Verition Fund Management
92
Verition Fund Management
Connecticut
– – -99,863 Closed
EGM
93
Engineers Gate Manager
New York
– – -83,654 Closed
UBS AM
94
UBS AM
Illinois
– – -34,400 Closed
LCS
95
Levin Capital Strategies
New York
– – -30,000 Closed
FCM
96
FJ Capital Management
Virginia
– – -30,000 Closed
Squarepoint
97
Squarepoint
New York
– – -24,033 Closed
SAM
98
Shell Asset Management
Netherlands
– – -13,133 Closed
CSS
99
Cubist Systematic Strategies
Connecticut
– – -13,077 Closed
HSBC Holdings
100
HSBC Holdings
United Kingdom
– – -11,905 Closed
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4
5