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Perella Weinberg Partners
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Overview Fund Activity

123 hedge funds and large institutions have $435M invested in Perella Weinberg Partners in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
123
Holders Change
+21
Holders Change %
+20.59%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
48
Reduced
37
Closed
4
Calls
$2.5M
Puts
$20K
Net Calls
+$2.48M
Net Calls Change
+$2.18M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$8.28M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.38M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.61M
5
PI
5
Putnam Investments
Massachusetts
$3.89M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.79M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$11.6M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$5M
4
SSA
4
Schonfeld Strategic Advisors
New York
$269K
5
Boston Partners
5
Boston Partners
Massachusetts
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.7M 6,437,386 +657,127 +11%
BlackRock
2
BlackRock
New York
$40.9M 3,342,119 +236,133 +8%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$34.4M 2,814,843 -3,771 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.6M 2,336,134 +55,946 +2%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$26.4M 2,160,721 -133,810 -6%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$24.9M 2,032,470 -23,410 -1%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$11.6M 948,072 -574,106 -38%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.3M 924,062 +56,630 +7%
State Street
9
State Street
Massachusetts
$10.6M 866,587 +36,339 +4%
BCM
10
Basswood Capital Management
New York
$10.3M 841,307 +130,682 +18%
RA
11
Royce & Associates
New York
$9.64M 788,525 +43,113 +6%
CVA
12
Ceredex Value Advisors
Florida
$9.47M 774,407 -30,493 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$8.79M 732,316 -1,381,322 -65%
Goldman Sachs
14
Goldman Sachs
New York
$8.38M 685,137 +563,740 +464%
WA
15
Wasatch Advisors
Utah
$8.28M 677,115 +677,115 New
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$7.04M 575,305 +78,166 +16%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$6.8M 555,894 +45,664 +9%
GPGA
18
Grandeur Peak Global Advisors
Utah
$6.19M 505,873 +95,095 +23%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$6.14M 501,885 -28,694 -5%
Morgan Stanley
20
Morgan Stanley
New York
$5.61M 458,640 +320,721 +233%
ACL
21
Azora Capital LP
Florida
$5.22M 426,963 +152,270 +55%
Northern Trust
22
Northern Trust
Illinois
$5.01M 409,504 +23,974 +6%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$5M 408,422 -294,929 -42%
PI
24
Putnam Investments
Massachusetts
$3.89M 318,237 +318,237 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$3.63M 297,215 +131,690 +80%
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