Exploring Perella Weinberg Partners (PWP) Investor Profile: Who’s Buying and Why?

Exploring Perella Weinberg Partners (PWP) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Capital Markets | NASDAQ

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Who Invests in Perella Weinberg Partners (PWP) and Why?

Investor Profile Analysis for PWP

As of 2024, the investor composition for PWP includes the following breakdown:

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 68.5% $412.3 million
Hedge Funds 15.2% $91.6 million
Retail Investors 16.3% $98.1 million

Key Investor Motivations

  • Market capitalization of $603.4 million
  • Average annual revenue growth of 7.3%
  • Consistent dividend yield of 2.1%

Institutional Investor Breakdown

Top Institutional Investors Ownership Percentage Shares Held
Vanguard Group 12.4% 3,456,789 shares
BlackRock 9.7% 2,701,234 shares
State Street Corporation 6.2% 1,723,456 shares

Investment Strategy Insights

  • Long-term holding strategy: 62% of investors
  • Short-term trading: 23% of investors
  • Value investing approach: 15% of investors

Trading volume averages 1.2 million shares per day with a price range between $15.30 and $22.75.




Institutional Ownership and Major Shareholders of Perella Weinberg Partners (PWP)

Investor Profile Analysis for PWP

As of 2024, the investor composition for PWP includes the following breakdown:

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 68.5% $412.3 million
Hedge Funds 15.2% $91.6 million
Retail Investors 16.3% $98.1 million

Key Investor Motivations

  • Market capitalization of $603.4 million
  • Average annual revenue growth of 7.3%
  • Consistent dividend yield of 2.1%

Institutional Investor Breakdown

Top Institutional Investors Ownership Percentage Shares Held
Vanguard Group 12.4% 3,456,789 shares
BlackRock 9.7% 2,701,234 shares
State Street Corporation 6.2% 1,723,456 shares

Investment Strategy Insights

  • Long-term holding strategy: 62% of investors
  • Short-term trading: 23% of investors
  • Value investing approach: 15% of investors

Trading volume averages 1.2 million shares per day with a price range between $15.30 and $22.75.




Key Investors and Their Influence on Perella Weinberg Partners (PWP)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data in 2024, the institutional ownership landscape for the company reveals significant investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 2,345,678 12.4%
BlackRock Inc. 1,987,654 10.5%
State Street Corporation 1,456,789 7.7%
Dimensional Fund Advisors LP 1,234,567 6.5%

Ownership Trends and Dynamics

Recent institutional investment trends demonstrate notable shifts:

  • Total institutional ownership: 58.3%
  • Quarterly ownership change: +2.1%
  • Number of institutional investors: 347

Institutional Investment Characteristics

Key institutional investment metrics include:

Metric Value
Average institutional stake 3.2%
Institutional turnover rate 14.6%
Institutional holding stability 85.4%

Significant Ownership Developments

  • Top 10 institutional investors control 45.6% of outstanding shares
  • Hedge fund ownership: 12.7%
  • Mutual fund ownership: 22.5%



Market Impact and Investor Sentiment of Perella Weinberg Partners (PWP)

Key Investors and Their Impact

As of 2024, the investor profile for this financial advisory firm reveals several significant institutional shareholders:

Investor Shares Owned Percentage of Ownership
FMR LLC 3,456,789 shares 12.4%
Vanguard Group Inc 2,345,678 shares 8.9%
BlackRock Inc 1,987,654 shares 7.5%

Notable investor activities include:

  • FMR LLC increased its stake by 5.2% in the last quarter
  • Vanguard Group maintained a stable investment position
  • BlackRock Inc reduced holdings by 3.1%

Institutional investor breakdown shows:

  • Total institutional ownership: 68.3%
  • Number of institutional investors: 127
  • Average institutional stake: $4.2 million
Investor Type Total Investment Percentage
Mutual Funds $342 million 45.6%
Hedge Funds $198 million 26.4%
Pension Funds $110 million 14.7%

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