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Xerox
XRX

551 hedge funds and large institutions have $11.9B invested in Xerox in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 245 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

18% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $38.4M

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.07B)

1% more funds holding

Funds holding: 547 → 551 (+4)

0.4% more ownership

Funds ownership: 30.63% → 31.03% (+0.4%)

33% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 245

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
15.84%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
58
Increased
164
Reduced
245
Closed
51
Calls
$45.4M
Puts
$38.4M
Net Calls
+$7.02M
Net Calls Change
+$6.15M

Top Buyers

1
O
OppenheimerFunds
New York
+$138M
2
Norges Bank
Norges Bank
Norway
+$130M
3
Lazard Asset Management
Lazard Asset Management
New York
+$113M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
2
OCM
Osterweis Capital Management
California
-$45.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$39M
5
SCM
Sterling Capital Management
North Carolina
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$1.37M -$7.82K -246 -0.6%
JGUA
277
John G. Ullman & Associates
New York
$1.34M +$3.62K +114 +0.3%
DM
278
Diker Management
New York
$1.32M +$12K +379 +0.9%
M&T Bank
279
M&T Bank
New York
$1.32M -$492K -15,484 -28%
CC
280
Cannell & Co
New York
$1.32M – – –
CC
281
Cognios Capital
Kansas
$1.32M -$865K -27,208 -40%
Truist Financial
282
Truist Financial
North Carolina
$1.3M -$117K -3,684 -8%
LBG
283
Lloyds Banking Group
United Kingdom
$1.3M -$8.58M -269,877 -87%
TCM
284
Twin Capital Management
Pennsylvania
$1.26M -$2.42K -76 -0.2%
GMIM
285
General Motors Investment Management
New York
$1.25M -$26.9K -848 -2%
CIP
286
Convergence Investment Partners
Florida
$1.24M +$195K +6,122 +19%
SAM
287
Securian Asset Management
Minnesota
$1.22M -$28.6K -901 -2%
Parallax Volatility Advisers
288
Parallax Volatility Advisers
California
$1.22M +$572K +17,989 +94%
PAMG
289
Patton Albertson Miller Group
Tennessee
$1.2M -$244K -7,692 -17%
DIA
290
Denver Investment Advisors
Colorado
$1.19M -$219K -6,888 -16%
LPL Financial
291
LPL Financial
California
$1.11M +$163K +5,127 +18%
LAM
292
Lingohr Asset Management
Germany
$1.1M – – –
GL
293
GLG LLC
New York
$1.08M – – –
GCP
294
GSA Capital Partners
United Kingdom
$1.07M +$102K +3,203 +11%
LSERS
295
Louisiana State Employees Retirement System
Louisiana
$1.07M -$31.4K -987 -3%
GLRA
296
Gerald L. Ray & Associates
Texas
$1.06M -$122K -3,833 -11%
TH
297
Timber Hill
Connecticut
$1.06M -$1.85M -58,156 -64%
HI
298
HBK Investments
Texas
$1.06M -$5.18M -163,116 -83%
TMAM
299
Tokio Marine Asset Management
Japan
$1.06M – – –
DC
300
Deere & Company
Illinois
$1.05M -$65.4K -2,059 -6%
10 11
12
13 14

XRX Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2014, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XRX positions and 51 closed out — a net gain of 7 holders — while 164 added to existing stakes and 245 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $138M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 551 institutional investors held Xerox (XRX) as of Q2 2014, up from 547 in Q1 2014.
  • Funds reported $11.9B of Xerox stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 58 funds opened new Xerox positions in Q2 2014 and 51 closed out, a net change of +7 holders.
  • The largest Xerox buyer in Q2 2014 was OppenheimerFunds, an estimated $138M added.
  • The largest Xerox seller in Q2 2014 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2014.