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Perella Weinberg Partners

148 hedge funds and large institutions have $968M invested in Perella Weinberg Partners in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $252K

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $769M → $968M (+$199M)

17% more funds holding

Funds holding: 127148 (+21)

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

6.41% more ownership

Funds ownership: 88.65%95.06% (+6.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
53
Reduced
47
Closed
9
Calls
$1.94M
Puts
$252K
Net Calls
+$1.69M
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$362K -$24.5K -1,334 -7%
EGM
102
Engineers Gate Manager
New York
$345K +$327K +17,849 New
Mariner
103
Mariner
Kansas
$340K -$807 -44 -0.2%
Verition Fund Management
104
Verition Fund Management
Connecticut
$333K +$316K +17,253 New
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$333K +$9.04K +493 +3%
US Bancorp
106
US Bancorp
Minnesota
$325K +$309K +16,856 New
OAM
107
Oppenheimer Asset Management
New York
$322K -$238 -13 -0.1%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$310K -$103K -5,600 -26%
ASRS
109
Arizona State Retirement System
Arizona
$282K +$29.2K +1,590 +12%
TRCT
110
Tower Research Capital (TRC)
New York
$257K +$128K +6,986 +111%
CB
111
Commerce Bank
Missouri
$252K -$7.61K -415 -3%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$235K
JF
113
Jump Financial
Illinois
$230K +$218K +11,900 New
AQR Capital Management
114
AQR Capital Management
Connecticut
$227K +$215K +11,746 New
YIH
115
Y-Intercept (HK)
Hong Kong
$214K +$203K +11,083 New
PP
116
PDT Partners
New York
$210K +$200K +10,900 New
IIM
117
INTECH Investment Management
Florida
$197K +$187K +10,204 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$189K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$134K +$2.62K +143 +2%
Acadian Asset Management
120
Acadian Asset Management
Massachusetts
$108K +$103K +5,597 New
AIP
121
Ameritas Investment Partners
Nebraska
$99.4K
SOW
122
State of Wyoming
Wyoming
$61K +$3.85K +210 +7%
AB
123
Amalgamated Bank
New York
$28K
AssetMark Inc
124
AssetMark Inc
California
$27.2K
ACM
125
Aquatic Capital Management
Illinois
$21.2K +$20.2K +1,100 New

PWP Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2024, worth a combined $968M — up 26% from $769M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PWP positions and 9 closed out — a net gain of 23 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $18.2M. The largest seller was Millennium Management, cutting an estimated $29.4M.

  • 148 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $968M of Perella Weinberg Partners stock for Q3 2024, up 26% quarter-over-quarter.
  • 32 funds opened new Perella Weinberg Partners positions in Q3 2024 and 9 closed out, a net change of +23 holders.
  • The largest Perella Weinberg Partners buyer in Q3 2024 was Macquarie Group, an estimated $18.2M added.
  • The largest Perella Weinberg Partners seller in Q3 2024 was Millennium Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.