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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
Nordea Investment Management
251
Nordea Investment Management
Sweden
$1.79M +$37.9K +1,442 +2%
ERSOT
252
Employees Retirement System of Texas
Texas
$1.78M
LPL Financial
253
LPL Financial
California
$1.71M -$653K -24,853 -29%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$1.71M +$20.6K +785 +1%
WA
255
WealthTrust Axiom
Pennsylvania
$1.69M +$74.8K +2,846 +5%
Asset Management One
256
Asset Management One
Japan
$1.69M +$159K +6,044 +11%
OAC
257
OMERS Administration Corp
Ontario, Canada
$1.65M -$546K -20,796 -25%
AG
258
Aperio Group
California
$1.63M +$351K +13,379 +29%
OC
259
Oppenheimer & Co
New York
$1.59M -$541K -20,598 -26%
PCM
260
Parsons Capital Management
Rhode Island
$1.59M -$21.3K -811 -1%
Natixis Advisors
261
Natixis Advisors
Massachusetts
$1.51M +$117K +4,444 +9%
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
$1.5M
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$1.49M -$12.1K -461 -0.8%
B
264
Baird
Wisconsin
$1.45M -$2.71K -103 -0.2%
WSA
265
Willow Street Advisors
Florida
$1.43M +$548K +20,872 +65%
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$1.43M +$99.7K +3,795 +8%
PAMG
267
Patton Albertson Miller Group
Tennessee
$1.42M -$4.39K -167 -0.3%
QI
268
QS Investors
New York
$1.41M +$1.22M +46,337 +825%
WA
269
WESPAC Advisors
California
$1.4M +$1.36M +51,659 New
OA
270
OFI Advisors
Pennsylvania
$1.4M -$87.3K -3,322 -6%
GIA
271
Gateway Investment Advisers
Ohio
$1.37M +$89K +3,387 +7%
RA
272
Rational Advisors
New York
$1.33M +$1.27M +48,482 +10,655%
HAM
273
Highstreet Asset Management
Ontario, Canada
$1.32M +$1.28M +48,850 New
MOACM
274
Mutual of America Capital Management
New York
$1.31M +$1.45K +55 +0.1%
GMIM
275
General Motors Investment Management
New York
$1.27M

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.