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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
CMP
251
Coston McIsaac & Partners
Maine
$4K +$81 +5 +1%
AA
252
Ancora Advisors
Ohio
$3K
CAM
253
Costello Asset Management
Pennsylvania
$3K
GI
254
Gradient Investments
Minnesota
$3K
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$3K
MS
256
Mizuho Securities
Japan
$3K
JWA
257
JFS Wealth Advisors
Pennsylvania
$3K +$2.74K +169 +384%
HBW
258
Hazlett, Burt & Watson
West Virginia
$3K +$3.76K +232 New
EARNEST Partners
259
EARNEST Partners
Georgia
$2K
SWM
260
Selective Wealth Management
Virginia
$2K
LSA
261
Lansing Street Advisors
Pennsylvania
$2K +$16 +1 +0.8%
RA
262
Rise Advisors
New York
$2K +$32 +2 +2%
AA
263
Addison Advisors
Vermont
$2K +$2.77K +171 New
TFM
264
TFC Financial Management
Massachusetts
$2K +$2.83K +175 New
HGERS
265
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.45K +213 New
TWA
266
TCI Wealth Advisors
Arizona
$1K -$19.4K -1,196 -96%
SC
267
Schubert & Co
Texas
$1K -$615 -38 -42%
AssetMark Inc
268
AssetMark Inc
California
$1K -$32 -2 -2%
BSB
269
Bangor Savings Bank
Maine
$1K
BCMLT
270
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
CSB
271
City State Bank
Iowa
$1K
LFA
272
Level Financial Advisors
New York
$1K
SSC
273
Syverson Strege & Co
Iowa
$1K
UB
274
UMB Bank
Missouri
$1K
WB
275
Webster Bank
Connecticut
$1K

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.