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Xerox
XRX

551 hedge funds and large institutions have $11.9B invested in Xerox in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 245 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

18% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $38.4M

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.07B)

1% more funds holding

Funds holding: 547 → 551 (+4)

0.4% more ownership

Funds ownership: 30.63% → 31.03% (+0.4%)

33% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 245

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
15.84%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
58
Increased
164
Reduced
245
Closed
51
Calls
$45.4M
Puts
$38.4M
Net Calls
+$7.02M
Net Calls Change
+$6.15M

Top Buyers

1
O
OppenheimerFunds
New York
+$138M
2
Norges Bank
Norges Bank
Norway
+$130M
3
Lazard Asset Management
Lazard Asset Management
New York
+$113M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
2
OCM
Osterweis Capital Management
California
-$45.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$39M
5
SCM
Sterling Capital Management
North Carolina
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M -$161K -5,058 -6%
AG
227
Aperio Group
California
$2.48M +$169K +5,334 +8%
OA
228
Oxbow Advisors
Texas
$2.44M +$36.8K +1,157 +2%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$2.43M +$595K +18,711 +34%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$2.41M +$1.54M +48,483 +194%
Nordea Investment Management
231
Nordea Investment Management
Sweden
$2.39M +$125K +3,920 +6%
LG
232
Leuthold Group
Minnesota
$2.36M +$32.6K +1,027 +1%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$2.34M -$2.73M -85,778 -55%
OTPPB
234
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.33M -$348K -10,947 -13%
PG
235
PEAK6 Group
Illinois
$2.28M -$867K -27,282 -28%
CCM
236
Coldstream Capital Management
Washington
$2.28M +$63.7K +2,004 +3%
WBC
237
Westpac Banking Corp
Australia
$2.26M -$9.02K -284 -0.4%
DILH
238
Dai-ichi Life Holdings
Japan
$2.25M – – –
MC
239
Menta Capital
California
$2.23M +$2.16M +67,968 New
SCM
240
SKBA Capital Management
California
$2.2M -$261K -8,205 -11%
SAM
241
Shell Asset Management
Netherlands
$2.19M -$350K -11,020 -14%
CFA
242
Camarda Financial Advisors
Florida
$2.15M -$83.4K -2,624 -4%
MA
243
MUFG Americas
New York
$2.15M +$401K +12,630 +24%
Janus Henderson Group
244
Janus Henderson Group
United Kingdom
$2.13M – – –
AA
245
Ancora Advisors
Ohio
$2.13M – – –
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$2.11M -$9.72M -305,764 -83%
Nomura Asset Management
247
Nomura Asset Management
Japan
$2.08M -$119K -3,757 -6%
HNB
248
Huntington National Bank
Ohio
$2.04M -$382K -12,016 -16%
PP
249
Palladium Partners
Virginia
$1.96M -$846K -26,616 -31%
WAM
250
World Asset Management
Michigan
$1.95M -$82.5K -2,595 -4%
8 9
10
11 12

XRX Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2014, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XRX positions and 51 closed out — a net gain of 7 holders — while 164 added to existing stakes and 245 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $138M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 551 institutional investors held Xerox (XRX) as of Q2 2014, up from 547 in Q1 2014.
  • Funds reported $11.9B of Xerox stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 58 funds opened new Xerox positions in Q2 2014 and 51 closed out, a net change of +7 holders.
  • The largest Xerox buyer in Q2 2014 was OppenheimerFunds, an estimated $138M added.
  • The largest Xerox seller in Q2 2014 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2014.