Perella Weinberg Partners
123 hedge funds and large institutions have $433M 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.
12,400% more call options, than puts
Call options by funds: $2.5M | Put options by funds: $20K
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
34% more capital inflows, than outflows
Capital inflows: $49M | Capital outflows: $36.5M
30% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 37
21% more funds holding
Funds holding: 102 → 123 (+21)
1.28% more ownership
Funds ownership: 80.51% → 81.79% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.37M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.16M |
| 3 |
Goldman Sachs
New York
|
+$6.14M |
| 4 |
Putnam Investments
Boston,
Massachusetts
|
+$3.47M |
| 5 |
BlackRock
New York
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$15M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$6.25M |
| 3 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.21M |
| 4 |
Schonfeld Strategic Advisors
New York
|
-$2.78M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$2.09M |
PWP Hedge Fund Activity: Q4 2023 in Review
123 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q4 2023, worth a combined $433M — up 24% from $348M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PWP positions and 4 closed out — a net gain of 21 holders — while 48 added to existing stakes and 37 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.37M. The largest seller was Wellington Management Group, cutting an estimated $15M.
- 123 institutional investors held Perella Weinberg Partners (PWP) as of Q4 2023, up from 102 in Q3 2023.
- Funds reported $433M of Perella Weinberg Partners stock for Q4 2023, up 24% quarter-over-quarter.
- 25 funds opened new Perella Weinberg Partners positions in Q4 2023 and 4 closed out, a net change of +21 holders.
- The largest Perella Weinberg Partners buyer in Q4 2023 was Wasatch Advisors, an estimated $7.37M added.
- The largest Perella Weinberg Partners seller in Q4 2023 was Wellington Management Group, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2023.