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519 hedge funds and large institutions have $10.4B invested in Xerox in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 193 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

13% more capital invested

Capital invested by funds: $9.16B → $10.4B (+$1.2B)

7% more funds holding

Funds holding: 484519 (+35)

0.17% less ownership

Funds ownership: 31.22%31.05% (-0.17%)

1% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 193

45% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $56.2M

Holders
519
Holders Change
+35
Holders Change %
+7.23%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.55%
New
67
Increased
191
Reduced
193
Closed
29
Calls
$30.9M
Puts
$56.2M
Net Calls
-$25.4M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
326
Financial Sense Advisors
California
$629K +$610K +23,207 New
FA
327
FDx Advisors
Illinois
$618K +$14.9K +568 +3%
Tudor Investment Corp
328
Tudor Investment Corp
Connecticut
$596K +$266K +10,133 +86%
MIC
329
MU Investments Company
Japan
$584K -$241K -9,184 -30%
CBB
330
Citizens Business Bank
California
$571K -$94.7K -3,606 -15%
PRC
331
Platte River Capital
Colorado
$571K -$27.9K -1,063 -5%
WT
332
Wilmington Trust
Delaware
$570K
SCM
333
Stux Capital Management
New York
$556K -$2.11M -80,150 -80%
ZCM
334
Ziegler Capital Management
Illinois
$554K +$23.5K +896 +5%
SB
335
Suntrust Banks
Georgia
$549K -$79.6K -3,031 -13%
MA
336
MUFG Americas
New York
$543K -$4.39M -167,286 -89%
MIS
337
Morningstar Investment Services
Illinois
$541K +$176K +6,697 +52%
AW
338
Alpha Windward
Massachusetts
$536K -$39.5K -1,502 -7%
BCM
339
Boltwood Capital Management
California
$533K
IT
340
Investors Trust
Texas
$528K
DnB Asset Management
341
DnB Asset Management
Norway
$521K -$302K -11,507 -37%
RC
342
RBF Capital
California
$498K
ARM
343
Adirondack Research & Management
New York
$495K -$19.9K -759 -4%
CAM
344
ClariVest Asset Management
California
$489K
CB
345
Chemical Bank
Michigan
$486K -$24.9K -949 -5%
ISL
346
Ingalls & Snyder LLC
New York
$486K -$4.99K -190 -1%
CI
347
Conning Inc
Connecticut
$484K +$2.89K +110 +0.6%
QBFM
348
QS Batterymarch Financial Management
New York
$480K +$230K +8,737 +98%
GIA
349
Guyasuta Investment Advisors
Pennsylvania
$478K -$31.5K -1,199 -6%
OMCS
350
Old Mutual Customised Solutions
South Africa
$475K

XRX Hedge Fund Activity: Q3 2013 in Review

519 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2013, worth a combined $10.4B — up 13% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XRX positions and 29 closed out — a net gain of 38 holders — while 191 added to existing stakes and 193 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $132M. The largest seller was Dodge & Cox, cutting an estimated $625M.

  • 519 institutional investors held Xerox (XRX) as of Q3 2013, up from 484 in Q2 2013.
  • Funds reported $10.4B of Xerox stock for Q3 2013, up 13% quarter-over-quarter.
  • 67 funds opened new Xerox positions in Q3 2013 and 29 closed out, a net change of +38 holders.
  • The largest Xerox buyer in Q3 2013 was Wellington Management Group, an estimated $132M added.
  • The largest Xerox seller in Q3 2013 was Dodge & Cox, an estimated $625M sold.

Based on aggregated 13F filings for Q3 2013.