Perella Weinberg Partners
PWP
98 hedge funds and large institutions have $316M invested in Perella Weinberg Partners in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
7% more funds holding
Funds holding: 92 → 98 (+6)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
1.75% less ownership
Funds ownership: 85.2% → 83.45% (-1.7%)
11% less capital invested
Capital invested by funds: $356M → $316M (-$39.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$8.41M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$8.38M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.18M |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$2.65M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.8M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$8.16M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.8M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6.78M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
First Trust Advisors
Wheaton,
Illinois
| – | -$322K | -32,855 | Closed |
|
|
E
102
Ergoteles
New York
| – | -$106K | -10,848 | Closed |
|
|
RJA
103
Raymond James & Associates
St Petersburg,
Florida
| – | -$98.3K | -10,028 | Closed |
|
|
C
104
Covestor
London,
United Kingdom
| – | -$30 | -3 | -60% |
|
PWP Hedge Fund Activity: Q1 2023 in Review
98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2023, worth a combined $316M — down 11% from $356M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PWP positions and 6 closed out — a net gain of 6 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was Basswood Capital Management, opening a new position worth an estimated $8.41M. The largest seller was Wellington Management Group, cutting an estimated $13.8M.
- 98 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2023, up from 92 in Q4 2022.
- Funds reported $316M of Perella Weinberg Partners stock for Q1 2023, down 11% quarter-over-quarter.
- 12 funds opened new Perella Weinberg Partners positions in Q1 2023 and 6 closed out, a net change of +6 holders.
- The largest Perella Weinberg Partners buyer in Q1 2023 was Basswood Capital Management, an estimated $8.41M added.
- The largest Perella Weinberg Partners seller in Q1 2023 was Wellington Management Group, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2023.