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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
CMP
276
Coston McIsaac & Partners
Maine
$7K +$105 +6 +2%
CFB
277
Cullen/Frost Bankers
Texas
$5.82K
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.55K
IA
279
IFP Advisors
Florida
$5.37K -$6.13K -349 -54%
SPIA
280
Steward Partners Investment Advisory
New York
$5.05K +$18 +1 +0.4%
CAM
281
Costello Asset Management
Pennsylvania
$4.47K
EWA
282
EverSource Wealth Advisors
Alabama
$4.46K
HGERS
283
Householder Group Estate & Retirement Specialist
Arizona
$4.21K +$53 +3 +1%
FFA
284
Frazier Financial Advisors
Ohio
$3.94K +$2.11K +120 +120%
CMBA
285
C.M. Bidwell & Associates
Hawaii
$3.94K +$3.38K +192 +686%
VWM
286
Venturi Wealth Management
Texas
$3.67K +$2.44K +139 +211%
AF
287
Allworth Financial
California
$3.39K +$650 +37 +24%
QL
288
Quarry LP
New York
$3.38K +$3.32K +189 New
BBHC
289
Brown Brothers Harriman & Co
New York
$3.35K +$3.29K +187 New
TWC
290
TD Waterhouse Canada
Ontario, Canada
$3.23K +$3.2K +182 New
NS
291
NBC Securities
Alabama
$3K -$826 -47 -19%
NFSG
292
Newbridge Financial Services Group
Florida
$2.73K
SIC
293
SJS Investment Consulting
Ohio
$2.72K +$105 +6 +4%
PS
294
PayPay Securities
Japan
$2K -$18 -1 -0.9%
SSG
295
Summit Securities Group
New York
$2K -$51K -2,900 -97%
JWA
296
JFS Wealth Advisors
Pennsylvania
$1.92K +$70 +4 +4%
HNB
297
Huntington National Bank
Ohio
$1.81K -$10.3K -586 -85%
RFG
298
RFP Financial Group
Georgia
$1.79K
FHA
299
First Horizon Advisors
Tennessee
$1.77K
BCMLT
300
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.68K

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.