We are live on ! Find out more
XRX icon

Xerox
XRX

303 hedge funds and large institutions have $1.97B invested in Xerox in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

2.98% more ownership

Funds ownership: 81.16% → 84.15% (+3%)

0% more capital invested

Capital invested by funds: $1.96B → $1.97B (+$2.82M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

0% less funds holding

Funds holding: 304 → 303 (-1)

78% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $81.2M

Holders
303
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
110
Reduced
84
Closed
40
Calls
$17.6M
Puts
$81.2M
Net Calls
-$63.6M
Net Calls Change
-$43.3M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$16.5M
3
BlackRock
BlackRock
New York
+$12.5M
4
N
Nuveen
North Carolina
+$7.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$9.57M
2
Squarepoint
Squarepoint
New York
-$9.29M
3
WP
Woodline Partners
California
-$5.95M
4
Goldman Sachs
Goldman Sachs
New York
-$4.67M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
276
Safeguard Financial
Wisconsin
$1K +$1.46K +100 New
AF
277
Allworth Financial
California
$939 -$3.13K -214 -77%
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$789 – – –
MWM
279
Mascoma Wealth Management
New Hampshire
$785 – – –
PTC
280
Private Trust Company
Ohio
$759 +$747 +51 New
AF
281
Advisornet Financial
Minnesota
$745 -$73 -5 -9%
LFA
282
Level Financial Advisors
New York
$745 – – –
UB
283
UMB Bank
Missouri
$745 – – –
HIA
284
Harbor Investment Advisory
Maryland
$745 +$732 +50 New
VAG
285
VisionPoint Advisory Group
Texas
$745 +$732 +50 New
WB
286
Webster Bank
Connecticut
$730 – – –
DI
287
Disciplined Investments
Oklahoma
$625 -$59 -4 -9%
AAP
288
Arax Advisory Partners
Colorado
$551 – – –
BBHC
289
Brown Brothers Harriman & Co
New York
$551 – – –
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$536 – – –
BIA
291
Bell Investment Advisors
California
$492 +$483 +33 New
OC
292
Oakworth Capital
Alabama
$372 – – –
WT
293
Whittier Trust
California
$208 – – –
TWP
294
TFO Wealth Partners
Ohio
$164 – – –
GWS
295
Glassman Wealth Services
Virginia
$119 – – –
IWP
296
IAG Wealth Partners
Wisconsin
$74 – – –
PCFFS
297
Pacific Center for Financial Services
California
$60 – – –
CWA
298
Clearview Wealth Advisors
Oregon
$45 – – –
AssetMark Inc
299
AssetMark Inc
California
$30 – – –
WP
300
Woodline Partners
California
– -$5.95M -386,213 Closed
10 11
12
13 14

XRX Hedge Fund Activity: Q2 2023 in Review

303 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2023, worth a combined $1.97B — up 0.14% from $1.96B a quarter earlier.

Fund positioning in XRX was balanced in Q2 2023: 40 funds opened new positions, 40 closed out, 110 added to existing stakes and 84 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $18.8M. The largest seller was AQR Capital Management, cutting an estimated $9.57M.

  • 303 institutional investors held Xerox (XRX) as of Q2 2023, down from 304 in Q1 2023.
  • Funds reported $1.97B of Xerox stock for Q2 2023, up 0.14% quarter-over-quarter.
  • 40 funds opened new Xerox positions in Q2 2023 and 40 closed out, a net change of 0 holders.
  • The largest Xerox buyer in Q2 2023 was Arrowstreet Capital, an estimated $18.8M added.
  • The largest Xerox seller in Q2 2023 was AQR Capital Management, an estimated $9.57M sold.

Based on aggregated 13F filings for Q2 2023.