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288 hedge funds and large institutions have $1.15B invested in Xerox in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

2.86% less ownership

Funds ownership: 91.52%88.65% (-2.9%)

6% less funds holding

Funds holding: 308288 (-20)

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$177M)

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

34% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $80.5M

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
103
Reduced
97
Closed
62
Calls
$52.8M
Puts
$80.5M
Net Calls
-$27.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$4.7K +$4.75K +444 New
VCM
227
Versant Capital Management
Arizona
$4.36K +$834 +78 +23%
EC
228
Elequin Capital
New York
$4.19K +$4.32K +404 New
AAP
229
Arax Advisory Partners
Colorado
$3.62K
SAM
230
Smartleaf Asset Management
Massachusetts
$3.44K +$567 +53 +19%
SPIA
231
Steward Partners Investment Advisory
New York
$3.33K +$406 +38 +13%
PA
232
Parallel Advisors
California
$2.9K +$374 +35 +14%
CAM
233
Costello Asset Management
Pennsylvania
$2.6K
TWD
234
True Wealth Design
Ohio
$2.24K +$2.31K +216 New
JWA
235
JFS Wealth Advisors
Pennsylvania
$2.06K -$406 -38 -16%
Optiver Holding
236
Optiver Holding
Netherlands
$2K +$1.4K +131 +211%
HGERS
237
Householder Group Estate & Retirement Specialist
Arizona
$2K +$53 +5 +2%
S
238
SignatureFD
Georgia
$1.75K -$1.3K -122 -42%
PWMG
239
Private Wealth Management Group
New Jersey
$1.54K +$1.58K +148 New
QCG
240
Quadrant Capital Group
Ohio
$1.53K -$7.52K -703 -83%
SIC
241
SJS Investment Consulting
Ohio
$1.36K -$171 -16 -11%
LC
242
Lindbrook Capital
California
$1.32K -$267 -25 -16%
CA
243
Clearstead Advisors
Ohio
$1.3K
CAS
244
Coppell Advisory Solutions
Texas
$1.15K
IRAG
245
Investment Research & Advisory Group
Georgia
$1.15K
RIL
246
Rothschild Investment LLC
Illinois
$1.11K +$749 +70 +189%
HNB
247
Huntington National Bank
Ohio
$1.05K -$310 -29 -22%
FHA
248
First Horizon Advisors
Tennessee
$1.03K
TFGT
249
TS Financial Group (TSFG)
Illinois
$1K +$535 +50 New
BCMLT
250
Beacon Capital Management LLC (Tennessee)
Tennessee
$976

XRX Hedge Fund Activity: Q3 2024 in Review

288 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2024, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of XRX and 45 opened new positions — a net loss of 17 holders — while 97 trimmed existing stakes and 103 added.

The largest buyer was Pacer Advisors, adding an estimated $47M. The largest seller was SG Capital Management, exiting entirely with an estimated $11.8M sold.

  • 288 institutional investors held Xerox (XRX) as of Q3 2024, down from 308 in Q2 2024.
  • Funds reported $1.15B of Xerox stock for Q3 2024, down 13% quarter-over-quarter.
  • 45 funds opened new Xerox positions in Q3 2024 and 62 closed out, a net change of -17 holders.
  • The largest Xerox buyer in Q3 2024 was Pacer Advisors, an estimated $47M added.
  • The largest Xerox seller in Q3 2024 was SG Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.