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Perella Weinberg Partners
PWP

Overview Fund Activity

127 hedge funds and large institutions have $769M invested in Perella Weinberg Partners in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 36 closing their positions.

Holders
127
Holders Change
-19
Holders Change %
-13.01%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
62
Reduced
39
Closed
36
Calls
$2.02M
Puts
$215K
Net Calls
+$1.8M
Net Calls Change
-$83K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$35.7M
2
Millennium Management
2
Millennium Management
New York
$28M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$20.2M
4
EAM
4
Eagle Asset Management
Florida
$9.16M
5
BlackRock
5
BlackRock
New York
$62.9M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.56M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.48M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$2.82M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$128M 7,884,644 +424,403 +6%
BlackRock
2
BlackRock
New York
$62.9M 3,870,887 +556,965 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.6M 2,805,475 +313,486 +13%
ACL
4
Azora Capital LP
Florida
$37.4M 2,300,672 +122,278 +6%
WHG
5
Westwood Holdings Group
Texas
$35.7M 2,197,867 +2,197,867 New
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$32.4M 1,992,967 -76,046 -4%
Millennium Management
7
Millennium Management
New York
$28M 1,723,785 +1,666,015 +2,884%
Goldman Sachs
8
Goldman Sachs
New York
$26M 1,598,475 -252,251 -14%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$21.5M 1,324,279 -208,003 -14%
State Street
10
State Street
Massachusetts
$21.4M 1,319,429 +341,707 +35%
WA
11
Wasatch Advisors
Utah
$21.3M 1,308,984 -133,592 -9%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$20.2M 1,242,939 +1,242,939 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.9M 1,223,319 +275,156 +29%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$19.9M 1,223,280 -60,490 -5%
BCM
15
Basswood Capital Management
New York
$19.2M 1,184,576 +19,504 +2%
RA
16
Royce & Associates
New York
$16.8M 1,031,687 +187,868 +22%
GKIM
17
GW&K Investment Management
Massachusetts
$16.2M 999,325 -30,775 -3%
NSGL
18
No Street GP LP
California
$12.4M 765,000 +15,000 +2%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$12M 739,771 +197,735 +36%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$9.56M 588,429 -525,811 -47%
EAM
21
Eagle Asset Management
Florida
$9.16M 572,635 +572,635 New
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$8.56M 526,663 +2,608 +0.5%
CVA
23
Ceredex Value Advisors
Florida
$8.18M 503,266 -73,900 -13%
GPGA
24
Grandeur Peak Global Advisors
Utah
$7.78M 478,585 -43,127 -8%
Boston Partners
25
Boston Partners
Massachusetts
$7.65M 470,118 -64,850 -12%
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