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335 hedge funds and large institutions have $2.08B invested in Xerox in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

8% more funds holding

Funds holding: 310335 (+25)

5.82% more ownership

Funds ownership: 87.7%93.52% (+5.8%)

5% more capital invested

Capital invested by funds: $1.98B → $2.08B (+$103M)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

30% less call options, than puts

Call options by funds: $97.8M | Put options by funds: $139M

Holders
335
Holders Change
+25
Holders Change %
+8.06%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
111
Reduced
105
Closed
35
Calls
$97.8M
Puts
$139M
Net Calls
-$41.7M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
GAMMA Investing
California
$22K -$2.41K -137 -10%
DAM
252
Delta Asset Management
Tennessee
$21.5K
DMBA
253
Deseret Mutual Benefit Administrators
Utah
$19.9K
CFO
254
CVA Family Office
Colorado
$18.9K +$246 +14 +1%
PS
255
Principal Securities
Iowa
$18.5K +$8.93K +508 +96%
BCV
256
Banque Cantonale Vaudoise
Switzerland
$18K
GWM
257
Geneos Wealth Management
Colorado
$17.6K
Bessemer Group
258
Bessemer Group
New Jersey
$17K
S
259
SignatureFD
Georgia
$16.9K +$246 +14 +2%
AssetMark Inc
260
AssetMark Inc
California
$16.2K -$369 -21 -2%
PCM
261
Peregrine Capital Management
Minnesota
$16.1K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$16K +$1.41K +80 +10%
NSIM
263
North Star Investment Management
Illinois
$15.9K
RA
264
Rise Advisors
New York
$15.7K +$13K +742 +542%
CFM
265
Catalyst Funds Management
Australia
$14.3K +$14.1K +800 New
MG
266
Mather Group
Illinois
$13.4K +$12.8K +729 New
QC
267
Quent Capital
New York
$13.2K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$12.2K -$57.8K -3,287 -83%
WIM
269
Westside Investment Management
California
$10.7K
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$9.18K +$650 +37 +8%
TFA
271
Toth Financial Advisory
Virginia
$8.97K
PA
272
Parallel Advisors
California
$8.43K -$1.6K -91 -16%
VCM
273
Versant Capital Management
Arizona
$8.04K
BFEC
274
Benjamin F. Edwards & Company
Missouri
$8K -$1.13K -64 -13%
LC
275
Lindbrook Capital
California
$7.5K

XRX Hedge Fund Activity: Q1 2024 in Review

335 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2024, worth a combined $2.08B — up 5.2% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new XRX positions and 35 closed out — a net gain of 28 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $84M. The largest seller was AQR Capital Management, cutting an estimated $12.1M.

  • 335 institutional investors held Xerox (XRX) as of Q1 2024, up from 310 in Q4 2023.
  • Funds reported $2.08B of Xerox stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 63 funds opened new Xerox positions in Q1 2024 and 35 closed out, a net change of +28 holders.
  • The largest Xerox buyer in Q1 2024 was Pacer Advisors, an estimated $84M added.
  • The largest Xerox seller in Q1 2024 was AQR Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2024.