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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
BCA
301
Berman Capital Advisors
Georgia
$17K +$1.34K +56 +8%
AF
302
Allworth Financial
California
$16K +$13.1K +550 +482%
FFA
303
Freedman Financial Associates
Massachusetts
$15K
CTB
304
Country Trust Bank
Illinois
$14K +$13.7K +573 +28,650%
FMT
305
First Mercantile Trust
Tennessee
$13K -$1.24K -52 -9%
S
306
SignatureFD
Georgia
$13K +$8.82K +369 +251%
AA
307
Ancora Advisors
Ohio
$12K
SPIA
308
Steward Partners Investment Advisory
New York
$11.8K +$7.17K +300 +160%
AF
309
Advisornet Financial
Minnesota
$11K
SCA
310
Stonebridge Capital Advisors
Minnesota
$9K +$9.25K +387 New
AIG
311
American International Group
New York
$8.52K +$6.49M +271,627 +342%
IA
312
IFP Advisors
Florida
$8K
MWM
313
Mascoma Wealth Management
New Hampshire
$8K +$8.15K +341 New
HIM
314
Hillsdale Investment Management
Ontario, Canada
$7K -$411K -17,200 -98%
TFO
315
Tarbox Family Office
California
$7K
TPCW
316
TD Private Client Wealth
New York
$6.7K -$765 -32 -10%
CB
317
Community Bank
New York
$6K
CAM
318
Costello Asset Management
Pennsylvania
$6K
HCP
319
Hexagon Capital Partners
Arkansas
$6K
GI
320
Gradient Investments
Minnesota
$6K +$24 +1 +0.4%
RIM
321
Rockbridge Investment Management
New York
$6K +$5.52K +231 New
CA
322
Clearstead Advisors
Ohio
$5K
MS
323
Mizuho Securities
Japan
$5K +$215 +9 +4%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$4K -$191 -8 -4%
First Manhattan
325
First Manhattan
New York
$4K