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Perella Weinberg Partners
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Overview Fund Activity

148 hedge funds and large institutions have $968M invested in Perella Weinberg Partners in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
53
Reduced
47
Closed
9
Calls
$1.94M
Puts
$252K
Net Calls
+$1.69M
Net Calls Change
-$112K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$19.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.4M
3
Ameriprise
3
Ameriprise
Minnesota
$16.1M
4
DCM
4
Driehaus Capital Management
Illinois
$12.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$8.09M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.32M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$17.4M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$20M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.07M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M 7,880,354 -4,290 -0.1%
BlackRock
2
BlackRock
New York
$76.7M 3,972,263 +101,376 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.1M 2,903,525 +98,050 +3%
ACL
4
Azora Capital LP
Florida
$46.6M 2,411,042 +110,370 +5%
WHG
5
Westwood Holdings Group
Texas
$40.5M 2,096,432 -101,435 -5%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$33.5M 1,740,233 -252,734 -13%
Goldman Sachs
7
Goldman Sachs
New York
$29.9M 1,547,950 -50,525 -3%
WA
8
Wasatch Advisors
Utah
$28.6M 1,483,429 +174,445 +13%
State Street
9
State Street
Massachusetts
$26.6M 1,379,418 +59,989 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.3M 1,257,620 +34,301 +3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$23.3M 1,206,129 -36,810 -3%
RA
12
Royce & Associates
New York
$22.8M 1,179,111 +147,424 +14%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.4M 1,157,605 +771,736 +200%
BCM
14
Basswood Capital Management
New York
$21.3M 1,100,619 -83,957 -7%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$20M 1,037,615 -286,664 -22%
Macquarie Group
16
Macquarie Group
Australia
$19.1M 991,204 +991,204 New
EAM
17
Eagle Asset Management
Florida
$18.5M 756,540 +183,905 +32%
GKIM
18
GW&K Investment Management
Massachusetts
$18.4M 953,226 -46,099 -5%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$17.4M 899,470 -323,810 -26%
GPGA
20
Grandeur Peak Global Advisors
Utah
$16.7M 865,274 +386,689 +81%
Ameriprise
21
Ameriprise
Minnesota
$16.1M 831,429 +668,828 +411%
DCM
22
Driehaus Capital Management
Illinois
$12.6M 651,329 +651,329 New
NSGL
23
No Street GP LP
California
$11.5M 597,615 -167,385 -22%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$11M 570,719 +363,331 +175%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$10.3M 534,078 +108,000 +25%
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