whalepapers
Overview/ Pzena Investment Management LLC/ Q4 2016

Pzena Investment Management LLC

Richard Pzena · As of Q4 2016 · filed Feb 10, 2017

Q4 2016

Holdings

157 positions · Δ vs prior quarter
VOYA VOYA FINANCIAL INC
$545.8M
3.1%
13,917,354 −3,160,401 −18.5% Reduced
BAC BANK OF AMERICA CORP
$518.9M
3.0%
23,479,533 −4,631,448 −16.5% Reduced
C CITIGROUP INC
$505.7M
2.9%
8,509,400 −565,518 −6.2% Reduced
DOV DOVER CORP
$421.7M
2.4%
5,628,493 −166,151 −2.9% Reduced
MS MORGAN STANLEY
$421.3M
2.4%
9,972,762 −1,369,723 −12.1% Reduced
BEN FRANKLIN TEMPLETON INC
$409.2M
2.3%
10,337,674 −197,965 −1.9% Reduced
OMC OMNICOM GROUP
$408.0M
2.3%
4,793,791 +290,568 +6.5% Added
PH PARKER HANNIFIN CORP
$405.0M
2.3%
2,892,713 −616,209 −17.6% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$398.4M
2.3%
17,218,172 −1,666,846 −8.8% Reduced
RDS/A SHELL PLC-SPON ADR-A
$398.2M
2.3%
7,323,279 −213,970 −2.8% Reduced
ORCL ORACLE CORP
$390.9M
2.2%
10,167,717 +949,210 +10.3% Added
AIG AMERICAN INTERNATIONAL GROUP
$390.1M
2.2%
5,972,998 −144,799 −2.4% Reduced
JPM JPMORGAN CHASE & CO
$376.1M
2.1%
4,358,837 −589,903 −11.9% Reduced
GS GOLDMAN SACHS GROUP INC
$356.0M
2.0%
1,486,725 −187,876 −11.2% Reduced
EXMOC EXXON MOBIL CORP
$345.9M
2.0%
3,832,620 −18,550 −0.5% Reduced
WMT WALMART INC
$342.5M
2.0%
4,955,044 −261,788 −5.0% Reduced
HILTON WORLDWIDE HOLDINGS IN
$335.7M
1.9%
12,342,393 +2,537,974 +25.9% Added
STXN SEAGATE TECHNOLOGY HOLDINGS
$317.0M
1.8%
8,305,676 −2,762,440 −25.0% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$314.6M
1.8%
4,820,702 −56,232 −1.2% Reduced
CIGNA CORP
$309.1M
1.8%
2,317,548 +1,411,423 +155.8% Added
RF REGIONS FINANCIAL CORP
$307.6M
1.8%
21,420,718 −6,029,748 −22.0% Reduced
MET METLIFE INC
$300.9M
1.7%
5,582,905 −352,580 −5.9% Reduced
INTC INTEL CORP
$299.2M
1.7%
8,250,579 −311,860 −3.6% Reduced
STAPLES INC
$290.7M
1.7%
32,126,425 −2,048,039 −6.0% Reduced
NWSA NEWS CORP - CLASS A
$287.6M
1.6%
25,095,941 −27,583 −0.1% Reduced
MUR MURPHY OIL CORP
$268.1M
1.5%
8,610,715 −946,954 −9.9% Reduced
COF CAPITAL ONE FINANCIAL CORP
$267.0M
1.5%
3,060,147 −130,373 −4.1% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$265.2M
1.5%
4,732,694 +3,792,243 +403.2% Added
IPG INTERPUBLIC GROUP OF COS INC
$249.3M
1.4%
10,650,781 −437,762 −3.9% Reduced
AVT AVNET INC
$243.2M
1.4%
5,108,761 +522,716 +11.4% Added
BP BP PLC-SPONS ADR
$239.5M
1.4%
6,407,714 −1,039,125 −14.0% Reduced
STT STATE STREET CORP
$221.3M
1.3%
2,846,759 −116,244 −3.9% Reduced
F FORD MOTOR CO
$213.8M
1.2%
17,628,162 +208,170 +1.2% Added
CVE CENOVUS ENERGY INC
$204.8M
1.2%
13,537,767 +162,237 +1.2% Added
SWK STANLEY BLACK & DECKER INC
$204.2M
1.2%
1,780,877 −30,960 −1.7% Reduced
XL GROUP LTD
$194.2M
1.1%
5,211,287 +139,277 +2.7% Added
ABT ABBOTT LABORATORIES
$194.0M
1.1%
5,049,688 +32,028 +0.6% Added
TEX TEREX CORP
$185.9M
1.1%
5,897,288 −1,396,155 −19.1% Reduced
HPQ HP INC
$182.6M
1.0%
12,302,586 −5,009,038 −28.9% Reduced
UBS UBS GROUP AG-REG
$180.3M
1.0%
11,502,855 −66,354 −0.6% Reduced
ON ON SEMICONDUCTOR
$156.9M
0.9%
12,299,418 −182,126 −1.5% Reduced
WTW WILLIS TOWERS WATSON PLC
$148.6M
0.8%
1,215,238 +158,409 +15.0% Added
CMA COMERICA INC
$134.1M
0.8%
1,968,216 −481,511 −19.7% Reduced
HAL HALLIBURTON CO
$132.2M
0.8%
2,443,645 −681,497 −21.8% Reduced
KEY KEYCORP
$128.4M
0.7%
7,030,618 −456,375 −6.1% Reduced
EIX EDISON INTERNATIONAL
$128.2M
0.7%
1,780,123 +201,237 +12.7% Added
COP CONOCOPHILLIPS
$126.3M
0.7%
2,518,846 −160,275 −6.0% Reduced
LAMR LAMAR ADVERTISING CO-A
$118.8M
0.7%
1,766,343 −11,584 −0.7% Reduced
JNJ JOHNSON & JOHNSON
$115.1M
0.7%
998,964 −3,350 −0.3% Reduced
ALL ALLSTATE CORP
$108.8M
0.6%
1,468,059 +291,332 +24.8% Added
WED WEBSTER FINANCIAL CORP
$102.8M
0.6%
1,894,371 −39,439 −2.0% Reduced
MSFT MICROSOFT CORP
$100.9M
0.6%
1,623,878 −1,187,471 −42.2% Reduced
FITB FIFTH THIRD BANCORP
$97.0M
0.6%
3,597,025 −280,850 −7.2% Reduced
FLEX FLEX LTD
$88.6M
0.5%
6,164,462 −236,181 −3.7% Reduced
DAN DANA INC
$83.5M
0.5%
4,401,756 −170,696 −3.7% Reduced
CSCO CISCO SYSTEMS INC
$83.1M
0.5%
2,749,349 −83,550 −2.9% Reduced
ACM AECOM
$81.0M
0.5%
2,228,974 −564,801 −20.2% Reduced
KBR KBR INC
$80.6M
0.5%
4,830,357 +55,676 +1.2% Added
ATUEUR ACTUANT CORP-A
$78.2M
0.4%
3,011,869 +64,642 +2.2% Added
IVZ INVESCO LTD
$76.6M
0.4%
2,524,961 +1,750 +0.1% Added
MRK MERCK & CO. INC.
$74.2M
0.4%
1,260,853 −147,825 −10.5% Reduced
PFE PFIZER INC
$72.0M
0.4%
2,217,509 −112,127 −4.8% Reduced
KEL KELLANOVA
$71.6M
0.4%
970,980 +131 +0.0% Added
SUPERIOR ENERGY SERVICES INC
$67.3M
0.4%
3,988,801 −27,235 −0.7% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$65.8M
0.4%
1,600,658 +43,921 +2.8% Added
DOORUSD MASONITE INTERNATIONAL CORP
$65.3M
0.4%
992,198 +270,593 +37.5% Added
ENDURANCE SPECIALTY HOLDINGS
$63.1M
0.4%
682,748 −133,762 −16.4% Reduced
CFG CITIZENS FINANCIAL GROUP
$62.9M
0.4%
1,766,071 −325,975 −15.6% Reduced
ASB ASSOCIATED BANC-CORP
$59.9M
0.3%
2,424,324 −4,393 −0.2% Reduced
G GENPACT LTD
$59.0M
0.3%
2,423,628 −9,688 −0.4% Reduced
ETR ENTERGY CORP
$58.6M
0.3%
797,942 +164 +0.0% Added
TEL1USD TE CONNECTIVITY LTD
$58.3M
0.3%
840,873 −35,342 −4.0% Reduced
SCSC SCANSOURCE INC
$56.4M
0.3%
1,397,801 +321,099 +29.8% Added
BAKER HUGHES INC
$56.2M
0.3%
864,510 −520,475 −37.6% Reduced
WFC WELLS FARGO & CO
$56.1M
0.3%
1,017,204 Held
ASPEN INSURANCE HOLDINGS LTD
$55.8M
0.3%
1,015,230 +326,782 +47.5% Added
AELUSD AMERICAN EQUITY INVT LIFE HL
$55.3M
0.3%
2,455,566 −82,501 −3.3% Reduced
CHART INDUSTRIES INC
$53.2M
0.3%
1,478,059 −67,059 −4.3% Reduced
HOPE HOPE BANCORP INC
$50.9M
0.3%
2,327,221 +16,257 +0.7% Added
NSIT INSIGHT ENTERPRISES INC
$49.9M
0.3%
1,233,588 +11,250 +0.9% Added
QCOM QUALCOMM INC
$48.5M
0.3%
743,731 −139,314 −15.8% Reduced
ESSENDANT INC
$48.4M
0.3%
2,315,633 +1,112,172 +92.4% Added
AXE3EUR ANIXTER INTERNATIONAL INC
$48.3M
0.3%
596,079 −57,375 −8.8% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$47.4M
0.3%
405,338 −84,547 −17.3% Reduced
TRS TRIMAS CORP
$47.2M
0.3%
2,007,891 +631,829 +45.9% Added
ACH ACCENDRA HEALTH INC
$46.9M
0.3%
1,329,333 +387,190 +41.1% Added
VIV1USD TELEFONICA BRASIL-ADR PREF
$45.9M
0.3%
3,428,241 −677,565 −16.5% Reduced
CUBUSD CUBIC CORP
$45.1M
0.3%
941,085 +71,701 +8.2% Added
GTS TRIPLE-S MANAGEMENT CORP
$43.4M
0.2%
2,096,324 +124,574 +6.3% Added
CVS CVS HEALTH CORP
$42.1M
0.2%
533,748 +3,890 +0.7% Added
UVV UNIVERSAL CORP/VA
$39.3M
0.2%
615,774 +130,284 +26.8% Added
GLW CORNING INC
$38.9M
0.2%
1,604,146 −151,906 −8.7% Reduced
VALIDUS HOLDINGS LTD
$38.3M
0.2%
695,893 −5,776 −0.8% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$38.0M
0.2%
576,502 +50,800 +9.7% Added
TMK TORCHMARK CORP
$37.9M
0.2%
513,733 −5,075 −1.0% Reduced
T AT&T INC
$35.0M
0.2%
824,065 +72 +0.0% Added
CMCO COLUMBUS MCKINNON CORP/NY
$33.0M
0.2%
1,219,655 −324,078 −21.0% Reduced
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$32.8M
0.2%
1,301,748 −371,418 −22.2% Reduced
DIOD DIODES INC
$32.3M
0.2%
1,260,067 −323,591 −20.4% Reduced
FMC TECHNOLOGIES INC
$32.3M
0.2%
908,825 −1,525 −0.2% Reduced
GENERAL CABLE CORP DEL NE
$32.2M
0.2%
1,692,150 −16,592 −1.0% Reduced
TCF FINANCIAL CORP
$31.9M
0.2%
1,625,904 +47,510 +3.0% Added
SRI STONERIDGE INC
$27.3M
0.2%
1,545,651 +85,252 +5.8% Added
WSFS WSFS FINANCIAL CORP
$27.2M
0.2%
586,487 −3,725 −0.6% Reduced
GNW GENWORTH FINANCIAL INC
$26.6M
0.2%
6,976,943 +56,959 +0.8% Added
MCK MCKESSON CORP
$26.2M
0.1%
186,289 +186,289 New
L-3 COMMUNICATIONS
$25.6M
0.1%
168,400 Held
ARW ARROW ELECTRONICS INC
$21.7M
0.1%
304,670 Held
EG EVEREST GROUP LTD
$20.1M
0.1%
92,660 +957 +1.0% Added
ARC DOCUMENT SOLUTIONS INC
$20.0M
0.1%
3,935,427 −48,509 −1.2% Reduced
UPBD UPBOUND GROUP INC
$19.6M
0.1%
1,738,738 −86,741 −4.8% Reduced
AETNA INC
$19.3M
0.1%
155,248 Held
LMEUR LEGG MASON INC
$19.1M
0.1%
639,775 Held
PCG P G & E CORP
$19.0M
0.1%
312,690 −92 −0.0% Reduced
ROWAN COMPANIES PLC - A
$18.8M
0.1%
996,725 Held
HOSPITALITY PROPERTIES TRUST
$18.6M
0.1%
585,290 −2,318 −0.4% Reduced
PGR PROGRESSIVE CORP
$17.6M
0.1%
496,260 Held
KSS KOHLS CORP
$17.3M
0.1%
351,299 Held
EXC EXELON CORP
$17.2M
0.1%
483,693 −3,458 −0.7% Reduced
JBL JABIL INC
$16.9M
0.1%
712,955 Held
TSM TAIWAN SEMICONDUCTOR-SP ADR
$15.8M
0.1%
549,525 +35,997 +7.0% Added
PG PROCTER & GAMBLE CO
$15.2M
0.1%
180,184 +1,014 +0.6% Added
HIG HARTFORD INSURANCE GROUP INC
$15.0M
0.1%
314,390 Held
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$15.0M
0.1%
1,000,737 +621,560 +163.9% Added
DRH DIAMONDROCK HOSPITALITY CO
$11.9M
0.1%
1,031,212 +184,559 +21.8% Added
CB CHUBB LTD
$10.8M
0.1%
81,854 −1,575 −1.9% Reduced
OC OWENS CORNING
$10.5M
0.1%
203,330 Held
VRTUUSD VIRTUSA CORP
$10.2M
0.1%
407,831 +407,831 New
BAX BAXTER INTERNATIONAL INC
$10.0M
0.1%
225,790 −835,787 −78.7% Reduced
NWS NEWS CORP - CLASS B
$9.7M
0.1%
825,807 −63,008 −7.1% Reduced
KKR & CO LP
$9.1M
0.1%
592,343 −20,275 −3.3% Reduced
CDW CDW CORP/DE
$8.4M
0.0%
160,561 +14,479 +9.9% Added
AIZ ASSURANT INC
$7.4M
0.0%
80,124 Held
APOLLO GLOBAL MANAGEMENT-A
$6.5M
0.0%
333,800 −14,300 −4.1% Reduced
BPOP POPULAR INC
$4.7M
0.0%
106,425 −8,000 −7.0% Reduced
TTEK TETRA TECH INC
$3.7M
0.0%
86,524 −507,282 −85.4% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$3.3M
0.0%
63,175 +44,275 +234.3% Added
PLY GEM HOLDINGS INC
$2.9M
0.0%
179,737 +179,737 New
SHG SHINHAN FINANCIAL GROUP-ADR
$2.3M
0.0%
60,275 +26,675 +79.4% Added
SCHN1EUR SCHNITZER STEEL INDS INC-A
$1.8M
0.0%
71,355 −966,399 −93.1% Reduced
INFY INFOSYS LTD-SP ADR
$1.7M
0.0%
114,700 Held
AANUSD AARON'S INC
$1.6M
0.0%
50,025 +50,025 New
BBTUSD BB&T CORP
$1.5M
0.0%
31,428 −446,324 −93.4% Reduced
LUKOY LUKOIL PJSC-SPON ADR
$918K
0.0%
16,350 +16,350 New
ROCK GIBRALTAR INDUSTRIES INC
$426K
0.0%
10,240 −556,837 −98.2% Reduced
RNR RENAISSANCERE HOLDINGS LTD
$345K
0.0%
2,530 Held
DOX AMDOCS LTD
$329K
0.0%
5,651 +5,651 New
PM8 PREMIER INC-CLASS A
$318K
0.0%
10,483 +10,483 New
DG DOLLAR GENERAL CORP
$316K
0.0%
4,261 +184 +4.5% Added
MDT MEDTRONIC PLC
$305K
0.0%
4,287 +4,287 New
LABORATORY CORP OF AMERICA HOLDINGS
$299K
0.0%
2,327 +142 +6.5% Added
VAREUR VARIAN MEDICAL SYSTEMS INC
$257K
0.0%
2,860 −138 −4.6% Reduced
COR CENCORA INC
$223K
0.0%
2,852 +2,852 New
ABBV ABBVIE INC
$218K
0.0%
3,476 +3,476 New
DVA DAVITA INC
$214K
0.0%
3,327 +3,327 New
PDCOEUR PATTERSON COS INC
$209K
0.0%
5,082 +5,082 New
AMGN AMGEN INC
$201K
0.0%
1,372 +176 +14.7% Added

Sold positions

7 closed in Q4 2016 · shares & value as of prior filing
Holding Shares sold Prior value
9990302D APACHE CORP
17,450 $1.1M
PBR PETROLEO BRASILEIRO-SPON ADR
76,100 $710K
EXPRESS SCRIPTS HOLDING CO
3,507 $247K
NLYEUR ANNALY CAPITAL MANAGEMENT IN
20,355 $214K
BIIB BIOGEN INC
642 $201K
MSM MSC INDUSTRIAL DIRECT CO-A
2,730 $200K
CFFN CAPITOL FEDERAL FINANCIAL IN
11,400 $160K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.