Richard Pzena - Pzena Investment Management 13F Activity & Position Changes (Q1 2020)
According to the SEC 13F filed on Aug 07, 2026, the Pzena Investment Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - Belden Inc, Carnival Corporation, Comp En De Mn Cemig, Cummins Inc., Dow Inc., and 9 more
Increases - NEXTIER OILFIELD SOLUTIONS I, AbbVie Inc., AMERICAN EQUITY INVT LIFE HL, Avangrid, Inc., American International Group, I, and 58 more
Reductions - AECOM, Allstate Corporation (The), Amgen Inc., APOLLO ASSET MANAGEMENT INC, Axis Capital, and 49 more
Complete Exits - The AES Corporation, Booking Holdings Inc. Common St, Brixmor Property Group Inc., Chubb Limited, CBRE Group Inc, and 16 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 152 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
2676403D
NEXTIER OILFIELD SOLUTIONS I
|
Buy |
+1,834,866
|
|
Q1 2020
|
ABBV
AbbVie Inc.
|
Buy |
+4,870
|
|
Q1 2020
|
ACM
AECOM
|
Sell |
-1,337,882
|
|
Q1 2020
|
AELEUR
AMERICAN EQUITY INVT LIFE HL
|
Buy |
+53,116
|
|
Q1 2020
|
AES
The AES Corporation
|
Sell - Position Exit |
-45,692
|
|
Q1 2020
|
AGR
Avangrid, Inc.
|
Buy |
+205,410
|
|
Q1 2020
|
AIG
American International Group, I
|
Buy |
+5,168,010
|
|
Q1 2020
|
ALL
Allstate Corporation (The)
|
Sell |
-40,029
|
|
Q1 2020
|
AMGN
Amgen Inc.
|
Sell |
-208,970
|
|
Q1 2020
|
AMKBY
A.P. Moeller-Maersk A/S
|
Buy |
+3,600
|
|
Q1 2020
|
APOEUR
APOLLO ASSET MANAGEMENT INC
|
Sell |
-40,048
|
|
Q1 2020
|
ASB
Associated Banc-Corp
|
Buy |
+407,203
|
|
Q1 2020
|
AVT
Avnet, Inc.
|
Buy |
+40,202
|
|
Q1 2020
|
AXS
Axis Capital
|
Sell |
-265,759
|
|
Q1 2020
|
BAC
Bank of America Corporation
|
Sell |
-621,993
|
|
Q1 2020
|
BDC
Belden Inc
|
Buy - Position Entry |
+865,313
|
|
Q1 2020
|
BIDU
Baidu, Inc.
|
Buy |
+7,521
|
|
Q1 2020
|
BIIB
Biogen Inc.
|
Sell |
-2,519
|
|
Q1 2020
|
BKNG
Booking Holdings Inc. Common St
|
Sell - Position Exit |
-364
|
|
Q1 2020
|
BKR
Baker Hughes Company
|
Buy |
+4,747,534
|
|
Q1 2020
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-701,418
|
|
Q1 2020
|
BRX
Brixmor Property Group Inc.
|
Sell - Position Exit |
-41,607
|
|
Q1 2020
|
C
Citigroup, Inc.
|
Buy |
+340,776
|
|
Q1 2020
|
CAH
Cardinal Health, Inc.
|
Sell |
-948,239
|
|
Q1 2020
|
CAR
Avis Budget Group, Inc.
|
Sell |
-599,871
|
|
Q1 2020
|
CB
Chubb Limited
|
Sell - Position Exit |
-5,561
|
|
Q1 2020
|
CBRE
CBRE Group Inc
|
Sell - Position Exit |
-3,665
|
|
Q1 2020
|
CCL
Carnival Corporation
|
Buy - Position Entry |
+1,056,301
|
|
Q1 2020
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Buy |
+2,865
|
|
Q1 2020
|
CI
The Cigna Group
|
Sell |
-883
|