Perella Weinberg Partners
PWP
171 hedge funds and large institutions have $1.25B invested in Perella Weinberg Partners in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 12 closing their positions.
440% more call options, than puts
Call options by funds: $529K | Put options by funds: $98K
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
35% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 49
29% more capital invested
Capital invested by funds: $968M → $1.25B (+$284M)
16% more funds holding
Funds holding: 148 → 171 (+23)
5.75% less ownership
Funds ownership: 95.06% → 89.31% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$15.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$13.2M |
| 3 |
Walleye Capital
New York
|
+$10M |
| 4 |
CS
Cannell & Spears
New York
|
+$8.64M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.2M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$10.4M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$7.05M |
| 4 |
NSGL
No Street GP LP
San Francisco,
California
|
-$6.91M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CM
176
Capula Management
Grand Cayman,
Cayman Islands
| – | -$919K | -47,617 | Closed |
|
177
D.E. Shaw & Co
New York
| – | -$376K | -19,477 | Closed |
|
|
YIH
178
Y-Intercept (HK)
Hong Kong
| – | -$214K | -11,083 | Closed |
|
|
PP
179
PDT Partners
New York
| – | -$210K | -10,900 | Closed |
|
180
Acadian Asset Management
Boston,
Massachusetts
| – | -$108K | -5,597 | Closed |
|
|
ACM
181
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$14.4K | -745 | Closed |
|
182
Group One Trading
Chicago,
Illinois
| – | -$2.6K | -112 | Closed |
|
|
CPA
183
Capital Performance Advisors
Walnut Creek,
California
| – | -$734 | -38 | Closed |
|
PWP Hedge Fund Activity: Q4 2024 in Review
171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2024, worth a combined $1.25B — up 29% from $968M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new PWP positions and 12 closed out — a net gain of 26 holders — while 66 added to existing stakes and 49 trimmed.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $15.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $13.2M.
- 171 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2024, up from 148 in Q3 2024.
- Funds reported $1.25B of Perella Weinberg Partners stock for Q4 2024, up 29% quarter-over-quarter.
- 38 funds opened new Perella Weinberg Partners positions in Q4 2024 and 12 closed out, a net change of +26 holders.
- The largest Perella Weinberg Partners buyer in Q4 2024 was Channing Capital Management, an estimated $15.8M added.
- The largest Perella Weinberg Partners seller in Q4 2024 was Schroder Investment Management Group, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2024.