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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
UB
301
UMB Bank
Missouri
$1.68K +$773 +44 +88%
DPW
302
DiNuzzo Private Wealth
Pennsylvania
$1.67K +$18 +1 +1%
NA
303
NewEdge Advisors
Louisiana
$1.5K
HI
304
Harbour Investments
Wisconsin
$1.46K +$18 +1 +1%
SAM
305
Smartleaf Asset Management
Massachusetts
$1.44K +$1.42K +81 New
BSB
306
Bangor Savings Bank
Maine
$1.43K
BIA
307
Bell Investment Advisors
California
$1.32K
WB
308
Webster Bank
Connecticut
$1.32K
S
309
Sachetta
Massachusetts
$1.32K
GRP
310
Global Retirement Partners
California
$1.11K
A
311
AlphaQuest
New York
$1.06K -$374K -21,273 -100%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$949
CA
313
Continuum Advisory
Idaho
$912 +$1.18K +67 New
MWM
314
Mascoma Wealth Management
New Hampshire
$895
VAG
315
VisionPoint Advisory Group
Texas
$895
IRAG
316
Investment Research & Advisory Group
Georgia
$891
AWM
317
Avior Wealth Management
Nebraska
$817 +$791 +45 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$770
FFA
319
Farther Finance Advisors
California
$712 -$176 -10 -20%
LI
320
LRI Investments
Florida
$591 +$580 +33 New
GWMI
321
Guardian Wealth Management (Illinois)
Illinois
$523
RIL
322
Rothschild Investment LLC
Illinois
$483 +$176 +10 +59%
FRA
323
Front Row Advisors
California
$454
FGA
324
Fortis Group Advisors
New Jersey
$448 -$439 -25 -50%
AWM
325
Abound Wealth Management
Tennessee
$448

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.