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294 hedge funds and large institutions have $1.68B invested in Xerox in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 101

1.24% less ownership

Funds ownership: 83.78%82.54% (-1.2%)

5% less funds holding

Funds holding: 310294 (-16)

13% less capital invested

Capital invested by funds: $1.94B → $1.68B (-$258M)

31% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 52

48% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $31.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
294
Holders Change
-16
Holders Change %
-5.16%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
101
Reduced
101
Closed
52
Calls
$16.4M
Puts
$31.5M
Net Calls
-$15.2M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$24K +$6.83K +422 +30%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$22K +$13.7K +845 +99%
WFA
228
Wipfli Financial Advisors
Wisconsin
$22K +$27.6K +1,704 New
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$21K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$21K +$97 +6 +0.4%
MAM
231
Meeder Asset Management
Ohio
$21K +$5.63K +348 +28%
BWA
232
BDO Wealth Advisors
Florida
$20K
HFM
233
Harvest Fund Management
China
$20K +$24.2K +1,496 New
WBC
234
West Branch Capital
Massachusetts
$19K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$17K +$4.36K +269 +27%
BTI
236
Blue Trust Inc
Georgia
$17K +$14.5K +894 +287%
BCV
237
Banque Cantonale Vaudoise
Switzerland
$13K
Bessemer Group
238
Bessemer Group
New Jersey
$13K
CG
239
Cutler Group
California
$12K -$150K -9,243 -90%
NSIM
240
North Star Investment Management
Illinois
$12K
HI
241
Harbour Investments
Wisconsin
$9K
HS
242
Horan Securities
United States
$9K
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
GWM
244
Geneos Wealth Management
Colorado
$8K -$12.2K -756 -54%
AF
245
Allworth Financial
California
$6K -$8.32K -514 -55%
IAMOG
246
Investors Asset Management of Georgia
Georgia
$6K
SWM
247
Sugarloaf Wealth Management
Georgia
$6K +$955 +59 +17%
HCP
248
Hexagon Capital Partners
Arkansas
$6K +$3.17K +196 +78%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.36K
MWM
250
Mascoma Wealth Management
New Hampshire
$4K

XRX Hedge Fund Activity: Q3 2022 in Review

294 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2022, worth a combined $1.68B — down 13% from $1.94B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of XRX and 36 opened new positions — a net loss of 16 holders — while 101 trimmed existing stakes and 101 added.

The largest buyer was Bank of America, adding an estimated $16.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $14.1M sold.

  • 294 institutional investors held Xerox (XRX) as of Q3 2022, down from 310 in Q2 2022.
  • Funds reported $1.68B of Xerox stock for Q3 2022, down 13% quarter-over-quarter.
  • 36 funds opened new Xerox positions in Q3 2022 and 52 closed out, a net change of -16 holders.
  • The largest Xerox buyer in Q3 2022 was Bank of America, an estimated $16.4M added.
  • The largest Xerox seller in Q3 2022 was Pacer Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.