Pzena Investment Management, Inc. Class A
PZN
PZN was delisted on the 28th of October, 2022.
66 hedge funds and large institutions have $121M invested in Pzena Investment Management, Inc. Class A in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
13% less funds holding
Funds holding: 76 → 66 (-10)
30% less capital invested
Capital invested by funds: $174M → $121M (-$52.8M)
67% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$3.41M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$1.43M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.29M |
| 4 |
BlackRock
New York
|
+$749K |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$723K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$61.3M |
| 2 |
PC
Palo Capital
Newport Beach,
California
|
-$1.37M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.28M |
| 4 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$1.14M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$899K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$109K | -11,107 | Closed |
|
77
JP Morgan Chase
New York
| – | -$63K | -6,423 | Closed |
|
|
RWA
78
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$31K | -3,158 | Closed |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| – | -$24K | -2,403 | Closed |
|
80
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$9K | -892 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$4K | -384 | Closed |
|
PZN Hedge Fund Activity: Q2 2017 in Review
66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pzena Investment Management, Inc. Class A (PZN) for Q2 2017, worth a combined $121M — down 30% from $174M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PZN and 5 opened new positions — a net loss of 10 holders — while 23 trimmed existing stakes and 23 added.
The largest buyer was Epoch Investment Partners, adding an estimated $3.41M. The largest seller was Credit Agricole, exiting entirely with an estimated $61.3M sold.
- 66 institutional investors held Pzena Investment Management, Inc. Class A (PZN) as of Q2 2017, down from 76 in Q1 2017.
- Funds reported $121M of Pzena Investment Management, Inc. Class A stock for Q2 2017, down 30% quarter-over-quarter.
- 5 funds opened new Pzena Investment Management, Inc. Class A positions in Q2 2017 and 15 closed out, a net change of -10 holders.
- The largest Pzena Investment Management, Inc. Class A buyer in Q2 2017 was Epoch Investment Partners, an estimated $3.41M added.
- The largest Pzena Investment Management, Inc. Class A seller in Q2 2017 was Credit Agricole, an estimated $61.3M sold.
Based on aggregated 13F filings for Q2 2017.