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440 hedge funds and large institutions have $5.57B invested in Xerox in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 146 increasing their positions, 165 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 70

1.42% less ownership

Funds ownership: 86.02%84.6% (-1.4%)

2% less funds holding

Funds holding: 448440 (-8)

12% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 165

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less capital invested

Capital invested by funds: $6.79B → $5.57B (-$1.22B)

60% less call options, than puts

Call options by funds: $46M | Put options by funds: $114M

Holders
440
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
9.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
65
Increased
146
Reduced
165
Closed
70
Calls
$46M
Puts
$114M
Net Calls
-$68.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
326
HM Payson & Co
Maine
$209K
AW
327
Alpha Windward
Massachusetts
$207K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$204K -$44K -1,403 -17%
HMS
329
Hanseatic Management Services
New Mexico
$191K -$9.34K -298 -4%
LTFS
330
Ladenburg Thalmann Financial Services
Florida
$149K -$65.8K -2,099 -30%
Lazard Asset Management
331
Lazard Asset Management
New York
$149K
GAM
332
GQ Asset Management
New York
$149K +$156K +4,990 New
BSPF
333
British Steel Pension Fund
United Kingdom
$138K -$102K -3,252 -41%
CM
334
Caption Management
Oklahoma
$127K +$133K +4,250 New
RIM
335
Rampart Investment Management
Connecticut
$126K -$13.3K -423 -9%
AIP
336
Ameritas Investment Partners
Nebraska
$96K -$15.4K -490 -13%
AF
337
Advisornet Financial
Minnesota
$92K +$82.9K +2,647 +611%
SFSIG
338
San Francisco Sentry Investment Group
California
$83K
GWM
339
Geneos Wealth Management
Colorado
$81K +$84.2K +2,689 New
QI
340
QS Investors
New York
$79K -$362K -11,561 -82%
SF
341
Synovus Financial
Georgia
$69K
WT
342
Whittier Trust
California
$68K
AssetMark Inc
343
AssetMark Inc
California
$64K +$1.97K +63 +3%
CIA
344
CSat Investment Advisory
Michigan
$60K +$13.2K +420 +26%
FMLI
345
Fukoku Mutual Life Insurance
Japan
$59K
TAIM
346
TD Ameritrade Investment Management
Nebraska
$54K +$15.7K +501 +38%
IA
347
IFP Advisors
Florida
$53K +$53.9K +1,720 New
RWA
348
Ropes Wealth Advisors
Massachusetts
$52K
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$50K -$4.83K -154 -8%
FMT
350
First Mercantile Trust
Tennessee
$50K +$2.41K +77 +5%

XRX Hedge Fund Activity: Q3 2019 in Review

440 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2019, worth a combined $5.57B — down 18% from $6.79B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of XRX and 65 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 146 added.

The largest buyer was Bank of New York Mellon, adding an estimated $53.7M. The largest seller was Ameriprise, cutting an estimated $95.1M.

  • 440 institutional investors held Xerox (XRX) as of Q3 2019, down from 448 in Q2 2019.
  • Funds reported $5.57B of Xerox stock for Q3 2019, down 18% quarter-over-quarter.
  • 65 funds opened new Xerox positions in Q3 2019 and 70 closed out, a net change of -5 holders.
  • The largest Xerox buyer in Q3 2019 was Bank of New York Mellon, an estimated $53.7M added.
  • The largest Xerox seller in Q3 2019 was Ameriprise, an estimated $95.1M sold.

Based on aggregated 13F filings for Q3 2019.