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。
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CIK: 0001027796
申報總市值
US$340.7億
US$340.7億
152 檔
17.7%
Q4 2024 季度申報顯示，Pzena Investment Management LLC 揭露的美股組合總市值為 US$340.7億，涵蓋 152 個不同之權益投資部位。
在 Q4 2024，Pzena Investment Management LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 32 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Pzena Investment Management LLC 的前 5 大持股（包含 MGA, CTSH, COF）貢獻了組合市值的 17.7%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 5.52% | +0.15% | +2.60% | |
| 2 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 4.62% | -1.02% | -5.07% | |
| 3 | COF | Capital One Financial CORP | 股票-金融 | 3.74% | — | -11.12% | |
| 4 | BAX | Baxter International Inc | 股票-醫療保健 | 3.34% | +0.57% | +4.39% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 3.30% | -0.13% | -11.51% | |
| 6 | C | Citigroup Inc | 股票-金融 | 3.29% | -0.73% | -9.20% | |
| 7 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 3.27% | — | -6.84% | |
| 8 | GPN | Global Payments Inc | 股票-工業 | 3.16% | -0.05% | +25.00% | |
| 9 | HUM | Humana Inc | 股票-醫療保健 | 3.12% | +2.05% | +44.02% | |
| 10 | DG | Dollar General CORP | 股票-非循環性消費 | 3.04% | +0.79% | +14.93% | |
| 11 | CVS | Cvs Health CORP | 股票-醫療保健 | 3.00% | +0.36% | +49.30% | |
| 12 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.98% | -0.12% | -8.72% | |
| 13 | UBS | UBS Group AG | 股票-金融 | 2.79% | +0.01% | -3.94% | |
| 14 | DOW | Dow Inc | 股票-原物料 | 2.57% | -1.56% | -0.84% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.56% | -0.49% | -6.34% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 2.48% | +0.04% | -14.73% | |
| 17 | LEA | Lear CORP | 股票-循環性消費 | 2.47% | -0.05% | -0.46% | |
| 18 | MET | Metlife Inc | 股票-金融 | 2.45% | +0.16% | -8.64% | |
| 19 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 2.34% | -0.71% | -4.40% | |
| 20 | MDT | Medtronic plc | 股票-醫療保健 | 2.23% | -0.17% | -4.29% | |
| 21 | NOV | Nov Inc | 股票-能源 | 2.06% | -0.31% | -3.65% | |
| 22 | PVH | Pvh CORP | 股票-循環性消費 | 1.93% | -0.01% | -5.33% | |
| 23 | DOX | Amdocs Limited | 股票-科技 | 1.92% | -0.62% | +4.26% | |
| 24 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.70% | +0.38% | +37.53% | |
| 25 | NWL | Newell Brands Inc | 股票-非循環性消費 | 1.66% | +0.33% | -6.59% | |
| 26 | EIX | Edison International | 股票-公用事業 | 1.46% | — | -41.98% | |
| 27 | EQH | Equitable Holdings Inc | 股票-金融 | 1.31% | +0.18% | -50.15% | |
| 28 | AVT | Avnet Inc | 股票-科技 | 1.29% | -0.33% | -12.15% | |
| 29 | NOK | Nokia Corp-spon Adr | 股票-科技 | 1.26% | -1.46% | -7.65% | |
| 30 | TEL | TE Connectivity plc | 股票-科技 | 1.19% | -0.08% | -6.63% | |
| 31 | FMS | Fresenius Medical Care-adr | 股票-其他 | 1.18% | -0.10% | -5.75% | |
| 32 | DAL | Delta Air Lines Inc | 股票-工業 | 1.02% | +0.11% | -10.92% | |
| 33 | VOYA | Voya Financial Inc | 股票-金融 | 0.84% | +0.13% | -3.10% | |
| 34 | SHEL | Shell Plc-adr | 股票-能源 | 0.76% | -0.38% | -3.31% | |
| 35 | BAP | Credicorp Ltd. | 股票-金融 | 0.67% | -0.04% | +5.23% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.63% | -0.12% | -4.53% | |
| 37 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 0.53% | +0.06% | +12.45% | |
| 38 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 0.52% | -0.13% | +11.66% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | -30.26% | |
| 40 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.47% | +0.74% | +222.94% | |
| 41 | CI | THE Cigna Group | 股票-醫療保健 | 0.46% | -0.05% | -9.29% | |
| 42 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.44% | +0.04% | +0.07% | |
| 43 | OLN | Olin CORP | 股票-原物料 | 0.43% | -0.20% | +7.44% | |
| 44 | CNO | Cno Financial Group Inc | 股票-金融 | 0.40% | +0.04% | -30.55% | |
| 45 | SPB | Spectrum Brands Holdings Inc | 股票-其他 | 0.38% | +0.05% | +1.72% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.11% | -16.67% | |
| 47 | GL | Globe Life Inc | 股票-金融 | 0.36% | +0.25% | -4.81% | |
| 48 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.36% | +0.14% | +5.63% | |
| 49 | CNXC | Concentrix CORP | 股票-科技 | 0.35% | -0.04% | +59.98% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.32% | +0.03% | -0.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GPN | Global Payments Inc | +1% | +25.00% | 加碼 |
| 2 | MGA | Magna International Inc | +0.8% | +2.60% | 加碼 |
| 3 | HUM | Humana Inc | +0.6% | +44.02% | 加碼 |
| 4 | WFC | Wells Fargo & Co | +0.5% | -11.51% | 減碼 |
| 5 | SWKS | Skyworks Solutions Inc | +0.4% | +37.53% | 加碼 |
| 6 | COF | Capital One Financial CORP | +0.4% | -11.12% | 減碼 |
| 7 | NWL | Newell Brands Inc | +0.4% | -6.59% | 減碼 |
| 8 | CVS | Cvs Health CORP | +0.3% | +49.30% | 加碼 |
| 9 | CRBG | Corebridge Financial Inc | +0.3% | +222.94% | 加碼 |
| 10 | DG | Dollar General CORP | +0.3% | +14.93% | 加碼 |
| 11 | C | Citigroup Inc | +0.2% | -9.20% | 減碼 |
| 12 | HUN | Huntsman CORP | +0.2% | +320.17% | 加碼 |
| 13 | AAP | Advance Auto Parts Inc | +0.2% | +12.45% | 加碼 |
| 14 | CNXC | Concentrix CORP | +0.1% | +59.98% | 加碼 |
| 15 | CTSH | Cognizant Tech Solutions-a | 0% | -5.07% | 減碼 |
| 16 | BAC | Bank Of America CORP | 0% | -14.73% | 減碼 |
| 17 | NOK | Nokia Corp-spon Adr | 0% | -7.65% | 減碼 |
| 18 | SHEL | Shell Plc-adr | 0% | -3.31% | 減碼 |
| 19 | ZTO | Zto Express Cayman Inc-adr | 0% | +11.66% | 加碼 |
| 20 | SSNC | Ss&c Technologies Holdings | -0.1% | -8.72% | 減碼 |
| 21 | PFE | Pfizer Inc | -0.1% | -4.53% | 減碼 |
| 22 | UHS | Universal Health Services-b | -0.1% | -2.88% | 減碼 |
| 23 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | -34.34% | 減碼 |
| 24 | COLB | Columbia Banking System Inc | -0.1% | -35.79% | 減碼 |
| 25 | TSN | Tyson Foods Inc-cl A | -0.1% | -4.40% | 減碼 |
| 26 | FNF | Fidelity National Financial | -0.1% | -54.77% | 減碼 |
| 27 | TEL | TE Connectivity plc | -0.1% | -6.63% | 減碼 |
| 28 | ELV | Elevance Health Inc | -0.1% | +0.85% | 加碼 |
| 29 | AXS | AXIS Capital Holdings Limited | -0.1% | -62.03% | 減碼 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -97.60% | 減碼 |
| 31 | VOYA | Voya Financial Inc | -0.1% | -3.10% | 減碼 |
| 32 | OLN | Olin CORP | -0.1% | +7.44% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -30.26% | 減碼 |
| 34 | GIL | Gildan Activewear Inc | -0.1% | EXIT | 清倉 |
| 35 | GAP | Gap Inc/the | -0.1% | EXIT | 清倉 |
| 36 | MET | Metlife Inc | -0.1% | -8.64% | 減碼 |
| 37 | MHK | Mohawk Industries Inc | -0.1% | +0.07% | 加碼 |
| 38 | CNO | Cno Financial Group Inc | -0.1% | -30.55% | 減碼 |
| 39 | CI | THE Cigna Group | -0.2% | -9.29% | 減碼 |
| 40 | LDOS | Leidos Holdings Inc | -0.2% | -55.48% | 減碼 |
| 41 | NOV | Nov Inc | -0.2% | -3.65% | 減碼 |
| 42 | AVT | Avnet Inc | -0.2% | -12.15% | 減碼 |
| 43 | JELD | Jeld-wen Holding Inc | -0.2% | +16.52% | 加碼 |
| 44 | LEA | Lear CORP | -0.2% | -0.46% | 減碼 |
| 45 | MDT | Medtronic plc | -0.3% | -4.29% | 減碼 |
| 46 | GS | Goldman Sachs Group Inc | -0.4% | -66.84% | 減碼 |
| 47 | BAX | Baxter International Inc | -0.6% | +4.39% | 加碼 |
| 48 | DOW | Dow Inc | -0.8% | -0.84% | 減碼 |
| 49 | EQH | Equitable Holdings Inc | -0.9% | -50.15% | 減碼 |
| 50 | EIX | Edison International | -1.1% | -41.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pzena Investment Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$340.7億，共申報了 152 個公開持股部位。
在 Q4 2024 季度，Pzena Investment Management LLC 按市值排列的前三大核心持股分別為：MGA (5.5%)、CTSH (4.6%)、COF (3.7%)。其中最大持股部位 MGA 佔據整體投資組合約 5.5% 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。
本季最大獲利了結 / 清倉標的
GIL
前期市值: US$2999.7萬
在 Q4 2024 季度中，Pzena Investment Management LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 16 個部位、減碼 32 個部位以及清倉 2 個部位。 本季清倉部位包含 GIL。
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。