Pzena Investment Management, Inc. Class A
PZN
PZN was delisted on the 28th of October, 2022.
66 hedge funds and large institutions have $79.1M invested in Pzena Investment Management, Inc. Class A in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 13 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $80.8M → $79.1M (-$1.65M)
11% less funds holding
Funds holding: 74 → 66 (-8)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.9M |
| 2 |
Morgan Stanley
New York
|
+$1.15M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$883K |
| 4 |
Renaissance Technologies
New York
|
+$784K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Pier Capital
Stamford,
Connecticut
|
-$3.13M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.39M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.34M |
| 4 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.07M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$558K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMT
76
First Mercantile Trust
Cordova,
Tennessee
| – | -$4K | -464 | Closed |
|
77
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -280 | Closed |
|
78
Bank of America
Charlotte,
North Carolina
| – | -$2K | -258 | Closed |
|
PZN Hedge Fund Activity: Q4 2014 in Review
66 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Pzena Investment Management, Inc. Class A (PZN) for Q4 2014, worth a combined $79.1M — down 2% from $80.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PZN and 7 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 25 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $2.9M. The largest seller was Pier Capital, exiting entirely with an estimated $3.13M sold.
- 66 institutional investors held Pzena Investment Management, Inc. Class A (PZN) as of Q4 2014, down from 74 in Q3 2014.
- Funds reported $79.1M of Pzena Investment Management, Inc. Class A stock for Q4 2014, down 2% quarter-over-quarter.
- 7 funds opened new Pzena Investment Management, Inc. Class A positions in Q4 2014 and 13 closed out, a net change of -6 holders.
- The largest Pzena Investment Management, Inc. Class A buyer in Q4 2014 was Punch & Associates Investment Management, an estimated $2.9M added.
- The largest Pzena Investment Management, Inc. Class A seller in Q4 2014 was Pier Capital, an estimated $3.13M sold.
Based on aggregated 13F filings for Q4 2014.