We are live on ! Find out more

519 hedge funds and large institutions have $10.4B invested in Xerox in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 193 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

13% more capital invested

Capital invested by funds: $9.16B → $10.4B (+$1.2B)

7% more funds holding

Funds holding: 484519 (+35)

0.17% less ownership

Funds ownership: 31.22%31.05% (-0.17%)

1% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 193

45% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $56.2M

Holders
519
Holders Change
+35
Holders Change %
+7.23%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.55%
New
67
Increased
191
Reduced
193
Closed
29
Calls
$30.9M
Puts
$56.2M
Net Calls
-$25.4M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Advisors Capital Management
New Jersey
$2.64M +$187K +7,134 +8%
PG
227
PEAK6 Group
Illinois
$2.61M +$3.06M +116,436 +154%
DA
228
Denali Advisors
California
$2.58M +$607K +23,111 +32%
PWS
229
Peloton Wealth Strategists
Indiana
$2.54M
MWR
230
McAdams Wright Ragen
Washington
$2.49M -$49.9K -1,898 -2%
COPPSERS
231
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.44M -$134K -5,089 -5%
BAAM
232
Baker Avenue Asset Management
California
$2.4M -$52.8K -2,010 -2%
PP
233
Paloma Partners
Connecticut
$2.29M +$1.99M +75,914 +878%
PAM
234
Paradigm Asset Management
New York
$2.26M -$258K -9,829 -11%
WAM
235
World Asset Management
Michigan
$2.26M -$367K -13,970 -14%
URS
236
Utah Retirement Systems
Utah
$2.25M -$18.9K -721 -0.9%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$2.24M +$63K +2,400 +3%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$2.21M -$403K -15,350 -16%
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$2.21M -$124K -4,723 -5%
LG
240
Leuthold Group
Minnesota
$2.08M +$2.02M +76,716 New
ProShare Advisors
241
ProShare Advisors
Maryland
$2.06M -$791K -30,098 -28%
GF
242
Gerry Farber
New York
$2.06M +$1.99M +75,900 New
Nomura Asset Management
243
Nomura Asset Management
Japan
$2.02M -$1.23M -46,792 -39%
Two Sigma Investments
244
Two Sigma Investments
New York
$2.01M +$928K +35,320 +91%
SIG
245
Schooner Investment Group
Pennsylvania
$1.99M +$1.89M +72,105 New
NBC
246
Neuberger Berman Canada
Ontario, Canada
$1.95M -$817K -31,100 -30%
OA
247
Oxbow Advisors
Texas
$1.94M +$34.6K +1,319 +2%
DILH
248
Dai-ichi Life Holdings
Japan
$1.89M -$48.7K -1,854 -3%
AA
249
Ancora Advisors
Ohio
$1.85M -$13K -493 -0.7%
CCM
250
Coldstream Capital Management
Washington
$1.81M +$75.3K +2,868 +4%

XRX Hedge Fund Activity: Q3 2013 in Review

519 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2013, worth a combined $10.4B — up 13% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XRX positions and 29 closed out — a net gain of 38 holders — while 191 added to existing stakes and 193 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $132M. The largest seller was Dodge & Cox, cutting an estimated $625M.

  • 519 institutional investors held Xerox (XRX) as of Q3 2013, up from 484 in Q2 2013.
  • Funds reported $10.4B of Xerox stock for Q3 2013, up 13% quarter-over-quarter.
  • 67 funds opened new Xerox positions in Q3 2013 and 29 closed out, a net change of +38 holders.
  • The largest Xerox buyer in Q3 2013 was Wellington Management Group, an estimated $132M added.
  • The largest Xerox seller in Q3 2013 was Dodge & Cox, an estimated $625M sold.

Based on aggregated 13F filings for Q3 2013.