Perella Weinberg Partners
127 hedge funds and large institutions have $769M invested in Perella Weinberg Partners in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 36 closing their positions.
837% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $215K
59% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 39
26% more capital invested
Capital invested by funds: $610M → $769M (+$159M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.88% less ownership
Funds ownership: 96.54% → 88.65% (-7.9%)
13% less funds holding
Funds holding: 146 → 127 (-19)
50% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$33.2M |
| 2 |
Millennium Management
New York
|
+$25.2M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$18.8M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$8.65M |
| 5 |
BlackRock
New York
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$16.1M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$7.94M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.96M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$4.43M |
| 5 |
Goldman Sachs
New York
|
-$3.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
151
Versor Investments
New York
| – | -$153K | -10,800 | Closed |
|
152
US Bancorp
Minneapolis,
Minnesota
| – | -$151K | -10,682 | Closed |
|
|
EGM
153
Engineers Gate Manager
New York
| – | -$147K | -10,398 | Closed |
|
154
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$54K | -3,807 | Closed |
|
|
QL
155
Quarry LP
New York
| – | -$41.4K | -2,928 | Closed |
|
|
PAS
156
Point72 Asia (Singapore)
Singapore
| – | -$39.8K | -2,815 | Closed |
|
|
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$33.5K | -2,373 | Closed |
|
|
ACM
158
Aquatic Capital Management
Chicago,
Illinois
| – | -$19.8K | -1,400 | Closed |
|
|
EC
159
EntryPoint Capital
New York
| – | -$11.1K | -785 | Closed |
|
|
PPC
160
Park Place Capital
Homewood,
Alabama
| – | -$2.75K | -195 | Closed |
|
|
NA
161
NewEdge Advisors
New Orleans,
Louisiana
| – | -$486 | -34 | Closed |
|
|
AWM
162
Avior Wealth Management
Omaha,
Nebraska
| – | -$127 | -9 | Closed |
|
|
C
163
Covestor
London,
United Kingdom
| – | +$91 | +6 | New |
|
PWP Hedge Fund Activity: Q2 2024 in Review
127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q2 2024, worth a combined $769M — up 26% from $610M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of PWP and 18 opened new positions — a net loss of 18 holders — while 39 trimmed existing stakes and 62 added.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $33.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $16.1M sold.
- 127 institutional investors held Perella Weinberg Partners (PWP) as of Q2 2024, down from 146 in Q1 2024.
- Funds reported $769M of Perella Weinberg Partners stock for Q2 2024, up 26% quarter-over-quarter.
- 18 funds opened new Perella Weinberg Partners positions in Q2 2024 and 36 closed out, a net change of -18 holders.
- The largest Perella Weinberg Partners buyer in Q2 2024 was Westwood Holdings Group, an estimated $33.2M added.
- The largest Perella Weinberg Partners seller in Q2 2024 was Philadelphia Financial Management of San Francisco, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2024.