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Perella Weinberg Partners
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Overview Fund Activity

102 hedge funds and large institutions have $348M invested in Perella Weinberg Partners in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
28
Closed
8
Calls
$307K
Puts
$10K
Net Calls
+$297K
Net Calls Change
-$44K

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$7.23M
2
RA
2
Royce & Associates
New York
$7.59M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.4M
4
ACL
4
Azora Capital LP
Florida
$2.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.4M
2
SSA
2
Schonfeld Strategic Advisors
New York
$2.82M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$7.16M
4
Millennium Management
4
Millennium Management
New York
$1.36M
5
AG
5
Algert Global
California
$881K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.8M 5,780,259 +210,342 +4%
BlackRock
2
BlackRock
New York
$31.6M 3,105,986 -91,502 -3%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$28.7M 2,818,614 +61,333 +2%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$23.4M 2,294,531 +9,366 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$23.2M 2,280,188 -49,275 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$21.4M 2,113,638 -702,142 -25%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$20.9M 2,055,880 +123,540 +6%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$15.5M 1,522,178 +15,345 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.83M 867,432 +27,128 +3%
State Street
10
State Street
Massachusetts
$8.45M 830,248 +55,095 +7%
CVA
11
Ceredex Value Advisors
Florida
$8.19M 804,900 -67,200 -8%
RA
12
Royce & Associates
New York
$7.59M 745,412 +367,462 +97%
BCM
13
Basswood Capital Management
New York
$7.23M 710,625 +710,625 New
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$7.16M 703,351 -228,872 -25%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$5.4M 530,579 +316,531 +148%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$5.19M 510,230 -71,314 -12%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$5.06M 497,139 -29,340 -6%
PFS
18
Prospera Financial Services
Texas
$4.28M 420,650 -76,500 -15%
GPGA
19
Grandeur Peak Global Advisors
Utah
$4.18M 410,778 +112,505 +38%
Northern Trust
20
Northern Trust
Illinois
$3.92M 385,530 +5,216 +1%
Boston Partners
21
Boston Partners
Massachusetts
$3.52M 345,337 +42,400 +14%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.98M 293,132 +19,939 +7%
AA
23
Ancora Advisors
Ohio
$2.92M 286,858 -5,580 -2%
SSA
24
Schonfeld Strategic Advisors
New York
$2.82M 277,125 -522,817 -65%
ACL
25
Azora Capital LP
Florida
$2.8M 274,693 +274,693 New
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