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411 hedge funds and large institutions have $2.68B invested in Xerox in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 172 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $31.3M

6.11% less ownership

Funds ownership: 88.48%82.36% (-6.1%)

11% less funds holding

Funds holding: 464411 (-53)

26% less capital invested

Capital invested by funds: $3.6B → $2.68B (-$919M)

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 172

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

50% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 100

Holders
411
Holders Change
-53
Holders Change %
-11.42%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
50
Increased
128
Reduced
172
Closed
100
Calls
$52.9M
Puts
$31.3M
Net Calls
+$21.5M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
H
326
Hexavest
Quebec, Canada
$14K -$7K -406 -31%
SFSIG
327
San Francisco Sentry Investment Group
California
$14K -$1.21K -70 -7%
OPS
328
Orion Portfolio Solutions
Nebraska
$14K -$276 -16 -2%
RCA
329
Ranch Capital Advisors
Florida
$13K -$72.3K -4,189 -85%
GWM
330
Geneos Wealth Management
Colorado
$13K -$2.24K -130 -13%
NSIM
331
North Star Investment Management
Illinois
$13K
First Manhattan
332
First Manhattan
New York
$12K -$155 -9 -1%
EWM
333
Edge Wealth Management
New York
$11K
BG
334
Bollard Group
Massachusetts
$11K +$35 +2 +0.3%
TWA
335
TCI Wealth Advisors
Arizona
$11K +$11.2K +650 +1,477%
EWP
336
Engrave Wealth Partners
Texas
$9K
AWM
337
Apollon Wealth Management
South Carolina
$8K +$8.68K +503 New
S
338
SignatureFD
Georgia
$7K -$12.5K -725 -62%
AF
339
Advisornet Financial
Minnesota
$7K
KFS
340
Kelly Financial Services
Massachusetts
$6.61K +$104 +6 +1%
M
341
Mirova
France
$6K
FRA
342
Front Row Advisors
California
$6K +$1.71K +99 +37%
RDWM
343
Red Door Wealth Management
Tennessee
$6K +$6.9K +400 New
FANJ
344
Financial Architects (New Jersey)
New Jersey
$5K
IA
345
IFP Advisors
Florida
$5K
SWM
346
Sugarloaf Wealth Management
Georgia
$5K
BCA
347
Berman Capital Advisors
Georgia
$5K +$2.57K +149 +59%
RA
348
Rational Advisors
New York
$5K +$5.71K +331 New
WR
349
Watson Rebecca
$5K +$5.88K +341 New
SPIA
350
Steward Partners Investment Advisory
New York
$4K -$86 -5 -2%