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Xerox
XRX

304 hedge funds and large institutions have $1.96B invested in Xerox in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.71B → $1.96B (+$253M)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

8% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 95

0% more funds holding

Funds holding: 304 → 304 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.62% less ownership

Funds ownership: 81.78% → 81.16% (-0.62%)

41% less call options, than puts

Call options by funds: $28.6M | Put options by funds: $48.9M

Holders
304
Holders Change
–
Holders Change %
0%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
103
Reduced
95
Closed
32
Calls
$28.6M
Puts
$48.9M
Net Calls
-$20.2M
Net Calls Change
-$822K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$19.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$13.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.47M
4
Renaissance Technologies
Renaissance Technologies
New York
+$8.4M
5
WP
Woodline Partners
California
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$20.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$17.4M
3
Man Group
Man Group
United Kingdom
-$11.3M
4
CC
Clearline Capital
New York
-$10.4M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$9.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Accurate Wealth Management
Florida
– -$2.06K -125 Closed
CAS
327
Coppell Advisory Solutions
Texas
– -$1.59K -109 Closed
CASC
328
Coppell Advisory Solutions Corp
Texas
– -$1.59K -109 Closed
RFG
329
RFP Financial Group
Georgia
– -$1.46K -100 Closed
CSB
330
City State Bank
Iowa
– -$1K -93 Closed
CWP
331
Concord Wealth Partners
Virginia
– -$1.03K -71 Closed
TFM
332
TFC Financial Management
Massachusetts
– -$852 -58 Closed
SWA
333
Sutton Wealth Advisors
Florida
– -$642 -44 Closed
BWM
334
BerganKDV Wealth Management
Minnesota
– -$58 -4 Closed
10 11 12 13
14

XRX Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2023, worth a combined $1.96B — up 15% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new XRX positions and 32 closed out — a net gain of 4 holders — while 103 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Alyeska Investment Group, cutting an estimated $20.5M.

  • 304 institutional investors held Xerox (XRX) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.96B of Xerox stock for Q1 2023, up 15% quarter-over-quarter.
  • 36 funds opened new Xerox positions in Q1 2023 and 32 closed out, a net change of +4 holders.
  • The largest Xerox buyer in Q1 2023 was BlackRock, an estimated $19.4M added.
  • The largest Xerox seller in Q1 2023 was Alyeska Investment Group, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2023.