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372 hedge funds and large institutions have $3.72B invested in Xerox in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 120 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 120

0% less capital invested

Capital invested by funds: $3.73B → $3.72B (-$11.1M)

3.28% less ownership

Funds ownership: 80.64%77.36% (-3.3%)

8% less funds holding

Funds holding: 406372 (-34)

29% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $23.5M

36% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 83

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
372
Holders Change
-34
Holders Change %
-8.37%
% of All Funds
6.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
53
Increased
134
Reduced
120
Closed
83
Calls
$16.8M
Puts
$23.5M
Net Calls
-$6.76M
Net Calls Change
+$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$70K +$23.8K +997 +53%
US Bancorp
277
US Bancorp
Minnesota
$64K -$5.21K -218 -8%
WT
278
Whittier Trust
California
$55K
AIC
279
Ameritas Investment Company
Nebraska
$54.1K +$53.3K +2,229 New
GWM
280
Geneos Wealth Management
Colorado
$48K +$14.3K +598 +42%
RCA
281
Ranch Capital Advisors
Florida
$48K +$21K +880 +80%
SWM
282
Spire Wealth Management
Virginia
$43K +$42K +1,757 New
BWA
283
BDO Wealth Advisors
Florida
$38K +$37.4K +1,564 New
IAIM
284
International Assets Investment Management
Florida
$37K +$19K +793 +100%
VFA
285
Valeo Financial Advisors
Indiana
$34K +$335 +14 +1%
VRM
286
Vectors Research Management
New York
$32K +$12K +500 +61%
HFM
287
Harvest Fund Management
China
$31K +$31K +1,297 New
SCM
288
Silvant Capital Management
Georgia
$28K
Loomis, Sayles & Company
289
Loomis, Sayles & Company
Massachusetts
$27K +$26.7K +1,116 New
CCC
290
Crescent Capital Consulting
Louisiana
$26K +$2.39K +100 +10%
BCV
291
Banque Cantonale Vaudoise
Switzerland
$24K
TAIM
292
TD Ameritrade Investment Management
Nebraska
$24K
Bessemer Group
293
Bessemer Group
New Jersey
$23K -$231K -9,654 -91%
NSIM
294
North Star Investment Management
Illinois
$22K +$1.55K +65 +8%
ETC
295
Exchange Traded Concepts
Oklahoma
$18K -$1.27K -53 -7%
BG
296
Bollard Group
Massachusetts
$18K +$48 +2 +0.3%
Walleye Trading
297
Walleye Trading
New York
$18K +$18K +755 New
Capstone Investment Advisors
298
Capstone Investment Advisors
New York
$17K -$2.63M -110,115 -99%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$17K
TWA
300
TCI Wealth Advisors
Arizona
$17K