RP
Richard Pzena (Pzena Investment Management) disclosed reduced in WELLS FARGO CO NEW
Richard Pzena (Pzena Investment Management) filed a 13F change in WELLS FARGO CO NEW (949746101) on 2025-05-02, covering period end 2025-03-31.
Action
Reduced
Capital
$705,646,811 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
163 changes from Richard Pzena (Pzena Investment Management), filed 2025-05-02 for period end 2025-03-31.
$28.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
60505104 BANK AMERICA CORP | Reduced | -$465.0M | $265.1M | 1.62% |
281020107 EDISON INTL | Sold out | -$429.1M | $0 | 1.50% |
126650100 CVS HEALTH CORP | Increased | $317.7M | $1.2B | 1.11% |
71813109 BAXTER INTL INC | Increased | $277.8M | $1.3B | 0.97% |
949746101 WELLS FARGO CO NEW | Reduced | -$265.4M | $705.6M | 0.93% |
559222401 MAGNA INTL INC | Reduced | -$231.0M | $1.4B | 0.81% |
256677105 DOLLAR GEN CORP NEW | Increased | $230.7M | $1.1B | 0.81% |
651229106 NEWELL BRANDS INC | Reduced | -$186.0M | $302.2M | 0.65% |
693656100 PVH CORPORATION | Reduced | -$167.9M | $398.3M | 0.59% |
902494103 TYSON FOODS INC | Increased | $157.5M | $846.4M | 0.55% |
260557103 DOW INC | Increased | $117.3M | $871.5M | 0.41% |
21871X109 COREBRIDGE FINL INC | Increased | $115.3M | $254.2M | 0.40% |
247361702 DELTA AIR LINES INC DEL | Reduced | -$113.9M | $184.5M | 0.40% |
37940X102 GLOBAL PMTS INC | Reduced | -$113.9M | $816.1M | 0.40% |
693506107 PPG INDS INC | New | $105.3M | $105.3M | 0.37% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$101.8M | $998.0M | 0.36% |
444859102 HUMANA INC | Increased | $97.4M | $1.0B | 0.34% |
G5960L103 MEDTRONIC PLC | Increased | $97.4M | $753.6M | 0.34% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$78.9M | $307.5M | 0.28% |
46625H100 JPMORGAN CHASE & CO. | Reduced | -$71.3M | $76.6M | 0.25% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $68.5M | $820.9M | 0.24% |
16119P108 CHARTER COMMUNICATIONS INC N | Increased | $63.6M | $1.0B | 0.22% |
654902204 NOKIA CORP | Increased | $52.6M | $424.0M | 0.18% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$52.3M | $1.3B | 0.18% |
521865204 LEAR CORP | Reduced | -$51.0M | $676.2M | 0.18% |
501889208 LKQ CORP | New | $42.8M | $42.8M | 0.15% |
40412C101 HCA HEALTHCARE INC | New | $39.4M | $39.4M | 0.14% |
780259305 SHELL PLC | Increased | $39.1M | $263.2M | 0.14% |
58155Q103 MCKESSON CORP | Sold out | -$38.2M | $0 | 0.13% |
53807103 AVNET INC | Reduced | -$37.3M | $343.0M | 0.13% |
358029106 FRESENIUS MEDICAL CARE AG | Increased | $36.9M | $382.9M | 0.13% |
680665205 OLIN CORP | Reduced | -$36.6M | $88.8M | 0.13% |
8.7612E+110 TARGET CORP | New | $36.0M | $36.0M | 0.13% |
372460105 GENUINE PARTS CO | New | $35.9M | $35.9M | 0.13% |
59156R108 METLIFE INC | Reduced | -$33.6M | $687.2M | 0.12% |
H42097107 UBS GROUP AG | Reduced | -$31.9M | $788.7M | 0.11% |
47580P103 JELD-WEN HLDG INC | Reduced | -$29.9M | $61.6M | 0.10% |
62955J103 NOV INC | Increased | $27.3M | $632.6M | 0.10% |
48581R205 KASPI KZ JSC | Increased | $26.3M | $133.1M | 0.09% |
20602D101 CONCENTRIX CORP | Increased | $25.6M | $127.2M | 0.09% |
371532102 GENESCO INC | Reduced | -$23.7M | $21.1M | 0.08% |
29415F104 ENVISTA HOLDINGS CORPORATION | Increased | $22.6M | $39.6M | 0.08% |
G02602103 AMDOCS LTD | Increased | $22.4M | $587.3M | 0.08% |
125523100 THE CIGNA GROUP | Increased | $21.4M | $157.1M | 0.07% |
172967424 CITIGROUP INC | Reduced | -$20.3M | $946.4M | 0.07% |
G0692U109 AXIS CAP HLDGS LTD | Sold out | -$20.0M | $0 | 0.07% |
876030107 TAPESTRY INC | Sold out | -$18.7M | $0 | 0.07% |
84790A105 SPECTRUM BRANDS HLDGS INC NE | Reduced | -$17.2M | $95.5M | 0.06% |
3.7959E+106 GLOBE LIFE INC | Increased | $16.8M | $123.9M | 0.06% |
36752103 ELEVANCE HEALTH INC | Increased | $15.9M | $87.4M | 0.06% |
235825205 DANA INC | Reduced | -$15.8M | $20.0M | 0.06% |
G491BT108 INVESCO LTD | Sold out | -$15.5M | $0 | 0.05% |
500643200 KORN FERRY | Reduced | -$15.5M | $52.1M | 0.05% |
76118Y104 RESIDEO TECHNOLOGIES INC | Reduced | -$14.8M | $46.8M | 0.05% |
00751Y106 ADVANCE AUTO PARTS INC | Increased | $14.4M | $169.1M | 0.05% |
25960R105 DOUGLAS DYNAMICS INC | Increased | $13.1M | $52.8M | 0.05% |
G3922B107 GENPACT LIMITED | Reduced | -$13.1M | $36.9M | 0.05% |
55345K103 MRC GLOBAL INC | Reduced | -$13.0M | $61.4M | 0.05% |
806037107 SCANSOURCE INC | Increased | $12.8M | $32.0M | 0.04% |
G0084W101 ADIENT PLC | Reduced | -$12.4M | $50.2M | 0.04% |
71742Q106 PHIBRO ANIMAL HEALTH CORP | Reduced | -$11.9M | $15.5M | 0.04% |
92214X106 VAREX IMAGING CORP | Reduced | -$11.5M | $44.1M | 0.04% |
1.2621E+107 CNO FINL GROUP INC | Reduced | -$11.5M | $106.8M | 0.04% |
252784301 DIAMONDROCK HOSPITALITY CO | Reduced | -$11.2M | $66.4M | 0.04% |
825698103 SHYFT GROUP INC | Reduced | -$10.9M | $25.0M | 0.04% |
30506109 AMERICAN WOODMARK CORPORATIO | Increased | $10.5M | $49.5M | 0.04% |
56117J100 MALIBU BOATS INC | Reduced | -$10.2M | $47.1M | 0.04% |
90328M107 USANA HEALTH SCIENCES INC | Reduced | -$9.5M | $29.5M | 0.03% |
L72967109 ORION S.A. | Reduced | -$9.3M | $43.0M | 0.03% |
30231G102 EXXON MOBIL CORP | Increased | $9.0M | $73.2M | 0.03% |
89785X101 TRUEBLUE INC | Reduced | -$8.4M | $15.1M | 0.03% |
447011107 HUNTSMAN CORP | Reduced | -$7.9M | $76.7M | 0.03% |
26874784 AMERICAN INTL GROUP INC | Increased | $7.8M | $42.4M | 0.03% |
18581108 BREAD FINANCIAL HOLDINGS INC | Reduced | -$7.6M | $36.5M | 0.03% |
02319V103 AMBEV SA | Increased | $6.7M | $32.2M | 0.02% |
947890109 WEBSTER FINL CORP | Reduced | -$6.5M | $81.9M | 0.02% |
478160104 JOHNSON & JOHNSON | Increased | $6.0M | $39.1M | 0.02% |
95082P105 WESCO INTL INC | Reduced | -$5.9M | $35.5M | 0.02% |
717081103 PFIZER INC | Reduced | -$5.6M | $178.9M | 0.02% |
439038100 HOOKER FURNISHINGS CORPORATI | Reduced | -$5.4M | $13.3M | 0.02% |
78467J100 SS&C TECHNOLOGIES HLDGS INC | Reduced | -$5.3M | $870.7M | 0.02% |
617446448 MORGAN STANLEY | Reduced | -$5.1M | $89.0M | 0.02% |
50060P106 KOPPERS HOLDINGS INC | Increased | $4.8M | $34.2M | 0.02% |
858155203 STEELCASE INC | Reduced | -$4.7M | $58.8M | 0.02% |
369550108 GENERAL DYNAMICS CORP | Increased | $4.6M | $75.9M | 0.02% |
302491303 FMC CORP | Reduced | -$4.4M | $23.7M | 0.02% |
57638P104 MASTERBRAND INC | Reduced | -$4.3M | $37.3M | 0.01% |
316773100 FIFTH THIRD BANCORP | Reduced | -$4.3M | $37.3M | 0.01% |
12541W209 C H ROBINSON WORLDWIDE INC | Reduced | -$4.1M | $27.5M | 0.01% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$4.0M | $6.9M | 0.01% |
87161C501 SYNOVUS FINL CORP | Reduced | -$3.7M | $31.3M | 0.01% |
G2519Y108 CREDICORP LTD | Reduced | -$3.5M | $194.6M | 0.01% |
7591EP100 REGIONS FINANCIAL CORP NEW | Reduced | -$3.4M | $41.3M | 0.01% |
957100 ABM INDS INC | Reduced | -$3.3M | $40.2M | 0.01% |
197236102 COLUMBIA BKG SYS INC | Reduced | -$3.2M | $35.4M | 0.01% |
17275R102 CISCO SYS INC | Increased | $3.0M | $112.9M | 0.01% |
913903100 UNIVERSAL HLTH SVCS INC | Increased | $2.9M | $73.6M | 0.01% |
45487105 ASSOCIATED BANC CORP | Reduced | -$2.7M | $40.3M | 0.01% |
493267108 KEYCORP | Reduced | -$2.6M | $26.3M | 0.01% |
83088M102 SKYWORKS SOLUTIONS INC | Increased | $2.4M | $501.7M | 0.01% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $2.4M | $7.0M | 0.01% |
419596101 HAVERTY FURNITURE COS INC | Reduced | -$2.4M | $19.1M | 0.01% |
680033107 OLD NATL BANCORP IND | Reduced | -$2.3M | $60.9M | 0.01% |
608190104 MOHAWK INDS INC | Reduced | -$2.2M | $127.4M | 0.01% |
566324109 MARCUS & MILLICHAP INC | Reduced | -$2.2M | $19.9M | 0.01% |
896215209 TRIMAS CORP | Reduced | -$2.1M | $50.0M | 0.01% |
42735100 ARROW ELECTRS INC | Reduced | -$2.1M | $23.0M | 0.01% |
806407102 HENRY SCHEIN INC | Reduced | -$1.9M | $66.1M | 0.01% |
200340107 COMERICA INC | Reduced | -$1.9M | $25.0M | 0.01% |
G4388N106 HELEN OF TROY LTD | Reduced | -$1.8M | $40.5M | 0.01% |
38141G104 GOLDMAN SACHS GROUP INC | Reduced | -$1.7M | $74.7M | 0.01% |
406216101 HALLIBURTON CO | Reduced | -$1.7M | $40.4M | 0.01% |
929089100 VOYA FINANCIAL INC | Reduced | -$1.6M | $243.9M | 0.01% |
45104G104 ICICI BANK LIMITED | Reduced | -$1.6M | $615,932 | 0.01% |
803866300 SASOL LTD | Sold out | -$1.6M | $0 | 0.01% |
40415F101 HDFC BANK LTD | Increased | $1.5M | $34.1M | 0.01% |
56752108 BAIDU INC | Reduced | -$1.5M | $25.5M | 0.01% |
915271100 UNIVEST FINANCIAL CORPORATIO | Reduced | -$1.5M | $32.4M | 0.01% |
553530106 MSC INDL DIRECT INC | Increased | $1.4M | $35.9M | 0.00% |
929328102 WSFS FINL CORP | Reduced | -$1.1M | $40.9M | 0.00% |
525327102 LEIDOS HOLDINGS INC | Reduced | -$985,574 | $31.3M | 0.00% |
913456109 UNIVERSAL CORP VA | Increased | $908,857 | $51.1M | 0.00% |
12504L109 CBRE GROUP INC | Increased | $868,499 | $52.8M | 0.00% |
824596100 SHINHAN FINANCIAL GROUP CO L | Reduced | -$710,217 | $34.6M | 0.00% |
929740108 WABTEC | Reduced | -$676,061 | $62.4M | 0.00% |
256746108 DOLLAR TREE INC | Sold out | -$520,009 | $0 | 0.00% |
48241A105 KB FINL GROUP INC | Increased | $508,750 | $2.7M | 0.00% |
77454106 BELDEN INC | Sold out | -$493,007 | $0 | 0.00% |
254687106 DISNEY WALT CO | Reduced | -$473,350 | $251,093 | 0.00% |
31620R303 FIDELITY NATIONAL FINANCIAL | Increased | $445,096 | $15.3M | 0.00% |
465562106 ITAU UNIBANCO HLDG S A | Increased | $405,167 | $2.2M | 0.00% |
98980A105 ZTO EXPRESS CAYMAN INC | Reduced | -$333,108 | $153.3M | 0.00% |
9.1912E+109 VALE S A | Increased | $317,328 | $2.9M | 0.00% |
80105N105 SANOFI | New | $298,679 | $298,679 | 0.00% |
00287Y109 ABBVIE INC | Sold out | -$296,759 | $0 | 0.00% |
50212V100 LPL FINL HLDGS INC | Sold out | -$293,859 | $0 | 0.00% |
26210C104 DROPBOX INC | Sold out | -$291,929 | $0 | 0.00% |
58933Y105 MERCK & CO INC | Sold out | -$288,293 | $0 | 0.00% |
458140100 INTEL CORP | New | $279,923 | $279,923 | 0.00% |
29364G103 ENTERGY CORP NEW | Sold out | -$274,089 | $0 | 0.00% |
458665304 INTERFACE INC | Sold out | -$269,043 | $0 | 0.00% |
278642103 EBAY INC. | New | $261,438 | $261,438 | 0.00% |
254709108 DISCOVER FINL SVCS | New | $249,051 | $249,051 | 0.00% |
29446M102 EQUINOR ASA | New | $245,986 | $245,986 | 0.00% |
6.738E+207 BARCLAYS PLC | Reduced | -$235,149 | $910,790 | 0.00% |
172755100 CIRRUS LOGIC INC | New | $231,897 | $231,897 | 0.00% |
71654V101 PETROLEO BRASILEIRO SA PETRO | Increased | $231,314 | $2.5M | 0.00% |
90384S303 ULTA BEAUTY INC | Sold out | -$228,338 | $0 | 0.00% |
31162100 AMGEN INC | Sold out | -$209,294 | $0 | 0.00% |
74736K101 QORVO INC | Sold out | -$208,182 | $0 | 0.00% |
G87052109 TE CONNECTIVITY PLC | Reduced | -$201,252 | $348.9M | 0.00% |
03938L203 ARCELORMITTAL SA LUXEMBOURG | Increased | $141,679 | $975,415 | 0.00% |
456837103 ING GROEP N.V. | Increased | $134,214 | $988,851 | 0.00% |
404280406 HSBC HLDGS PLC | Increased | $118,289 | $1.0M | 0.00% |
42226K105 HEALTHCARE RLTY TR | Reduced | -$111,290 | $37.6M | 0.00% |
86562M209 SUMITOMO MITSUI FINL GROUP I | Increased | $57,917 | $342,194 | 0.00% |
56418H100 MANPOWERGROUP INC WIS | Increased | $56,179 | $20.3M | 0.00% |
500472303 KONINKLIJKE PHILIPS N V | Increased | $52,604 | $399,059 | 0.00% |
770323103 ROBERT HALF INC. | Increased | $42,365 | $71.9M | 0.00% |
639057207 NATWEST GROUP PLC | Reduced | -$19,276 | $525,648 | 0.00% |
204409601 CIA ENERGETICA DE MINAS GERA | Reduced | -$15,834 | $2.8M | 0.00% |
3.073E+108 CENCORA INC | Increased | $2,013 | $272,528 | 0.00% |
375558103 GILEAD SCIENCES INC | Increased | $568 | $298,277 | 0.00% |