13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001027796
申報總市值
US$340.7億
US$340.7億
157 檔
18.2%
在 Q3 2024 申報期間，Pzena Investment Management LLC（CIK: 0001027796）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$340.7億，共持有 157 個公開申報部位。
Pzena Investment Management LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 27 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Pzena Investment Management LLC 的前 5 大核心持股（包含 MGA, CTSH, BAX 等）合計佔整體申報市值的 18.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGA | Magna International Inc | 股票-循環性消費 | 4.71% | +0.15% | +25.59% | |
| 2 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 4.63% | -1.02% | -0.00% | |
| 3 | BAX | Baxter International Inc | 股票-醫療保健 | 3.94% | +0.57% | +4.54% | |
| 4 | COF | Capital One Financial CORP | 股票-金融 | 3.35% | — | +0.10% | |
| 5 | DOW | Dow Inc | 股票-原物料 | 3.34% | -1.56% | +0.46% | |
| 6 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 3.15% | — | -0.34% | |
| 7 | C | Citigroup Inc | 股票-金融 | 3.05% | -0.73% | -1.25% | |
| 8 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 3.03% | -0.12% | -10.87% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.85% | -0.13% | -0.54% | |
| 10 | DG | Dollar General CORP | 股票-非循環性消費 | 2.79% | +0.79% | +453.41% | |
| 11 | LEA | Lear CORP | 股票-循環性消費 | 2.71% | -0.05% | +7.33% | |
| 12 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.66% | +0.36% | +1.54% | |
| 13 | EIX | Edison International | 股票-公用事業 | 2.60% | — | -28.06% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 2.59% | +0.01% | +2.84% | |
| 15 | MET | Metlife Inc | 股票-金融 | 2.56% | +0.16% | -0.10% | |
| 16 | HUM | Humana Inc | 股票-醫療保健 | 2.56% | +2.05% | +8.11% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 2.49% | +0.04% | -1.77% | |
| 18 | MDT | Medtronic plc | 股票-醫療保健 | 2.49% | -0.17% | +3.32% | |
| 19 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 2.41% | -0.71% | +0.43% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.37% | -0.49% | +0.48% | |
| 21 | EQH | Equitable Holdings Inc | 股票-金融 | 2.23% | +0.18% | -11.86% | |
| 22 | NOV | Nov Inc | 股票-能源 | 2.22% | -0.31% | +22.32% | |
| 23 | GPN | Global Payments Inc | 股票-工業 | 2.19% | -0.05% | +3.35% | |
| 24 | PVH | Pvh CORP | 股票-循環性消費 | 1.84% | -0.01% | +0.57% | |
| 25 | DOX | Amdocs Limited | 股票-科技 | 1.79% | -0.62% | +12.28% | |
| 26 | AVT | Avnet Inc | 股票-科技 | 1.45% | -0.33% | -3.53% | |
| 27 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.30% | +0.38% | +0.08% | |
| 28 | NWL | Newell Brands Inc | 股票-非循環性消費 | 1.30% | +0.33% | -0.02% | |
| 29 | NOK | Nokia Corp-spon Adr | 股票-科技 | 1.28% | -1.46% | +10.01% | |
| 30 | TEL | TE Connectivity plc | 股票-科技 | 1.27% | -0.08% | — | |
| 31 | FMS | Fresenius Medical Care-adr | 股票-其他 | 1.11% | -0.10% | +0.19% | |
| 32 | VOYA | Voya Financial Inc | 股票-金融 | 0.94% | +0.13% | -0.08% | |
| 33 | DAL | Delta Air Lines Inc | 股票-工業 | 0.91% | +0.11% | — | |
| 34 | SHEL | Shell Plc-adr | 股票-能源 | 0.79% | -0.38% | +0.20% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.68% | -0.12% | +0.33% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.64% | — | -8.41% | |
| 37 | CI | THE Cigna Group | 股票-醫療保健 | 0.61% | -0.05% | +0.34% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -7.93% | |
| 39 | BAP | Credicorp Ltd. | 股票-金融 | 0.60% | -0.04% | +9.83% | |
| 40 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.56% | +0.04% | -0.42% | |
| 41 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 0.56% | -0.13% | +18.11% | |
| 42 | OLN | Olin CORP | 股票-原物料 | 0.53% | -0.20% | +24.78% | |
| 43 | CNO | Cno Financial Group Inc | 股票-金融 | 0.52% | +0.04% | -24.04% | |
| 44 | JELD | Jeld-wen Holding Inc | 股票-其他 | 0.49% | — | +2.80% | |
| 45 | SPB | Spectrum Brands Holdings Inc | 股票-其他 | 0.40% | +0.05% | +10.42% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.11% | +115.38% | |
| 47 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 0.37% | +0.06% | +140.29% | |
| 48 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.36% | +0.14% | +22.89% | |
| 49 | GL | Globe Life Inc | 股票-金融 | 0.34% | +0.25% | +8.42% | |
| 50 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.32% | +0.04% | +0.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +1.9% | +453.41% | 加碼 |
| 2 | TEL | TE Connectivity plc | +1.3% | NEW | 新建倉 |
| 3 | DAL | Delta Air Lines Inc | +0.9% | NEW | 新建倉 |
| 4 | MGA | Magna International Inc | +0.5% | +25.59% | 加碼 |
| 5 | BAX | Baxter International Inc | +0.3% | +4.54% | 加碼 |
| 6 | BMY | Bristol-myers Squibb Co | +0.3% | +0.48% | 加碼 |
| 7 | DOX | Amdocs Limited | +0.2% | +12.28% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +115.38% | 加碼 |
| 9 | MDT | Medtronic plc | +0.2% | +3.32% | 加碼 |
| 10 | CTSH | Cognizant Tech Solutions-a | +0.2% | -0.00% | 減碼 |
| 11 | MET | Metlife Inc | +0.2% | -0.10% | 減碼 |
| 12 | NOK | Nokia Corp-spon Adr | +0.2% | +10.01% | 加碼 |
| 13 | ZTO | Zto Express Cayman Inc-adr | +0.1% | +18.11% | 加碼 |
| 14 | HR | Healthcare Realty Trust Inc | +0.1% | NEW | 新建倉 |
| 15 | NWL | Newell Brands Inc | +0.1% | -0.02% | 減碼 |
| 16 | MHK | Mohawk Industries Inc | +0.1% | -0.42% | 減碼 |
| 17 | HELE | Helen of Troy Limited | +0.1% | NEW | 新建倉 |
| 18 | AAP | Advance Auto Parts Inc | +0.1% | +140.29% | 加碼 |
| 19 | HUN | Huntsman CORP | +0.1% | NEW | 新建倉 |
| 20 | OLN | Olin CORP | +0.1% | +24.78% | 加碼 |
| 21 | BAP | Credicorp Ltd. | +0.1% | +9.83% | 加碼 |
| 22 | GL | Globe Life Inc | +0.1% | +8.42% | 加碼 |
| 23 | AHQ | American Woodmark CORP | +0.1% | +59.11% | 加碼 |
| 24 | RHI | Robert Half Inc | +0.1% | +41.89% | 加碼 |
| 25 | JELD | Jeld-wen Holding Inc | +0.1% | +2.80% | 加碼 |
| 26 | SPB | Spectrum Brands Holdings Inc | 0% | +10.42% | 加碼 |
| 27 | FMS | Fresenius Medical Care-adr | 0% | +0.19% | 加碼 |
| 28 | VOYA | Voya Financial Inc | 0% | -0.08% | 減碼 |
| 29 | GPN | Global Payments Inc | 0% | +3.35% | 加碼 |
| 30 | COF | Capital One Financial CORP | 0% | +0.10% | 加碼 |
| 31 | CHTR | Charter Communications Inc-a | 0% | -0.34% | 減碼 |
| 32 | CVS | Cvs Health CORP | 0% | +1.54% | 加碼 |
| 33 | GIL | Gildan Activewear Inc | -0.1% | -53.87% | 減碼 |
| 34 | SSNC | Ss&c Technologies Holdings | -0.1% | -10.87% | 減碼 |
| 35 | TSN | Tyson Foods Inc-cl A | -0.1% | +0.43% | 加碼 |
| 36 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | -47.02% | 減碼 |
| 37 | SHEL | Shell Plc-adr | -0.2% | +0.20% | 加碼 |
| 38 | DOW | Dow Inc | -0.2% | +0.46% | 加碼 |
| 39 | AXTA | Axalta Coating Systems Ltd. | -0.2% | -98.01% | 減碼 |
| 40 | BDC | Belden Inc | -0.2% | -88.31% | 減碼 |
| 41 | CAH | Cardinal Health Inc | -0.2% | EXIT | 清倉 |
| 42 | AXS | AXIS Capital Holdings Limited | -0.2% | -60.97% | 減碼 |
| 43 | SWKS | Skyworks Solutions Inc | -0.2% | +0.08% | 加碼 |
| 44 | PVH | Pvh CORP | -0.3% | +0.57% | 加碼 |
| 45 | C | Citigroup Inc | -0.4% | -1.25% | 減碼 |
| 46 | WFC | Wells Fargo & Co | -0.4% | -0.54% | 減碼 |
| 47 | EQH | Equitable Holdings Inc | -0.5% | -11.86% | 減碼 |
| 48 | HUM | Humana Inc | -0.5% | +8.11% | 加碼 |
| 49 | EIX | Edison International | -0.7% | -28.06% | 減碼 |
| 50 | TEL | TE Connectivity plc | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Pzena Investment Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$340.7億，共申報了 157 個公開持股部位。
在 Q3 2024 季度，Pzena Investment Management LLC 按市值排列的前三大核心持股分別為：MGA (4.7%)、CTSH (4.6%)、BAX (3.9%)。其中最大持股部位 MGA 佔據整體投資組合約 4.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
TEL
市值: US$3.9億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$3.9億
在 Q3 2024 季度中，Pzena Investment Management LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 27 個部位、減碼 16 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。