Perella Weinberg Partners
PWP
146 hedge funds and large institutions have $610M invested in Perella Weinberg Partners in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 10 closing their positions.
1,793% more call options, than puts
Call options by funds: $1.99M | Put options by funds: $105K
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
40% more capital invested
Capital invested by funds: $435M → $610M (+$175M)
19% more funds holding
Funds holding: 123 → 146 (+23)
14.22% more ownership
Funds ownership: 82.32% → 96.54% (+14%)
9% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$22M |
| 2 |
Goldman Sachs
New York
|
+$14.6M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$14.3M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$12.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$16.1M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$9.41M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.68M |
| 4 |
Morgan Stanley
New York
|
-$2.74M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$2.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
151
SMH Capital Advisors
Fort Worth,
Texas
| – | -$288K | -23,562 | Closed |
|
|
PMEF
152
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$232K | -18,953 | Closed |
|
153
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$181K | -14,400 | Closed |
|
154
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| – | -$149K | -12,190 | Closed |
|
155
SG Americas Securities
New York
| – | -$137K | -11,189 | Closed |
|
|
AF
156
Allworth Financial
Folsom,
California
| – | -$44K | -3,600 | Closed |
|
PWP Hedge Fund Activity: Q1 2024 in Review
146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q1 2024, worth a combined $610M — up 40% from $435M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PWP positions and 10 closed out — a net gain of 25 holders — while 50 added to existing stakes and 46 trimmed.
The largest buyer was Azora Capital LP, adding an estimated $22M. The largest seller was Adage Capital Partners, cutting an estimated $16.1M.
- 146 institutional investors held Perella Weinberg Partners (PWP) as of Q1 2024, up from 123 in Q4 2023.
- Funds reported $610M of Perella Weinberg Partners stock for Q1 2024, up 40% quarter-over-quarter.
- 35 funds opened new Perella Weinberg Partners positions in Q1 2024 and 10 closed out, a net change of +25 holders.
- The largest Perella Weinberg Partners buyer in Q1 2024 was Azora Capital LP, an estimated $22M added.
- The largest Perella Weinberg Partners seller in Q1 2024 was Adage Capital Partners, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2024.