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Perella Weinberg Partners

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.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
37
Reduced
34
Closed
6
Calls
$326K
Puts
Net Calls
+$326K
Net Calls Change
-$179K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$49.8M 5,476,309 +117,816 +2%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$31.6M 3,473,602 +9,765 +0.3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.1M 3,319,714 -1,379,922 -29%
BlackRock
4
BlackRock
New York
$23.9M 2,630,194 -112,011 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.4M 2,349,905 +55,079 +2%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$20.9M 2,293,232 +194,050 +9%
WHG
7
Westwood Holdings Group
Texas
$16.5M 1,815,731 -34,211 -2%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$12.5M 1,377,080 -678,180 -33%
SSA
9
Schonfeld Strategic Advisors
New York
$12.1M 1,330,953 -80,547 -6%
BCM
10
Basswood Capital Management
New York
$7.66M 842,033 +842,033 New
CVA
11
Ceredex Value Advisors
Florida
$7.64M 839,100 +839,100 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.98M 766,772 +35,692 +5%
State Street
13
State Street
Massachusetts
$6.89M 756,813 +14,890 +2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$5.04M 554,177 +418,401 +308%
State of Wisconsin Investment Board
15
State of Wisconsin Investment Board
Wisconsin
$4.81M 528,636 -69,432 -12%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.66M 512,484 -14,942 -3%
NCM
17
Nantahala Capital Management
Connecticut
$4.6M 505,293 +265,474 +111%
PFS
18
Prospera Financial Services
Texas
$4.29M 470,950 -19,450 -4%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$4.07M 447,349 +65,960 +17%
Northern Trust
20
Northern Trust
Illinois
$3.19M 350,419 +14,112 +4%
AA
21
Ancora Advisors
Ohio
$2.89M 317,708 -28,300 -8%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.81M 309,014 +89,141 +41%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$2M 219,841 -273,235 -55%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.93M 212,238 +212,238 New
AG
25
Algert Global
California
$1.57M 172,125 +90,825 +112%