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Perella Weinberg Partners

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.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $252K

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $769M → $968M (+$199M)

17% more funds holding

Funds holding: 127148 (+21)

13% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 47

6.41% more ownership

Funds ownership: 88.65%95.06% (+6.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M -$78.7K -4,290 -0.1%
BlackRock
2
BlackRock
New York
$76.7M +$1.86M +101,376 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.1M +$1.8M +98,050 +3%
ACL
4
Azora Capital LP
Florida
$46.6M +$2.02M +110,370 +5%
WHG
5
Westwood Holdings Group
Texas
$40.5M -$1.86M -101,435 -5%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$33.5M -$4.64M -252,734 -13%
Goldman Sachs
7
Goldman Sachs
New York
$29.9M -$927K -50,525 -3%
WA
8
Wasatch Advisors
Utah
$28.6M +$3.2M +174,445 +13%
State Street
9
State Street
Massachusetts
$26.6M +$1.1M +59,989 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.3M +$629K +34,301 +3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$23.3M -$675K -36,810 -3%
RA
12
Royce & Associates
New York
$22.8M +$2.7M +147,424 +14%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.4M +$14.2M +771,736 +200%
BCM
14
Basswood Capital Management
New York
$21.3M -$1.54M -83,957 -7%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$20M -$5.26M -286,664 -22%
Macquarie Group
16
Macquarie Group
Australia
$19.1M +$18.2M +991,204 New
EAM
17
Eagle Asset Management
Florida
$18.5M +$3.37M +183,905 +32%
GKIM
18
GW&K Investment Management
Massachusetts
$18.4M -$846K -46,099 -5%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$17.4M -$5.94M -323,810 -26%
GPGA
20
Grandeur Peak Global Advisors
Utah
$16.7M +$7.09M +386,689 +81%
Ameriprise
21
Ameriprise
Minnesota
$16.1M +$12.3M +668,828 +411%
DCM
22
Driehaus Capital Management
Illinois
$12.6M +$11.9M +651,329 New
NSGL
23
No Street GP LP
California
$11.5M -$3.07M -167,385 -22%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$11M +$6.66M +363,331 +175%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$10.3M +$1.98M +108,000 +25%

PWP Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Perella Weinberg Partners (PWP) for Q3 2024, worth a combined $968M — up 26% from $769M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PWP positions and 9 closed out — a net gain of 23 holders — while 53 added to existing stakes and 47 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $18.2M. The largest seller was Millennium Management, cutting an estimated $29.4M.

  • 148 institutional investors held Perella Weinberg Partners (PWP) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $968M of Perella Weinberg Partners stock for Q3 2024, up 26% quarter-over-quarter.
  • 32 funds opened new Perella Weinberg Partners positions in Q3 2024 and 9 closed out, a net change of +23 holders.
  • The largest Perella Weinberg Partners buyer in Q3 2024 was Macquarie Group, an estimated $18.2M added.
  • The largest Perella Weinberg Partners seller in Q3 2024 was Millennium Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.