We are live on ! Find out more

288 hedge funds and large institutions have $1.15B invested in Xerox in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

2.86% less ownership

Funds ownership: 91.52%88.65% (-2.9%)

6% less funds holding

Funds holding: 308288 (-20)

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$177M)

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

34% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $80.5M

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
103
Reduced
97
Closed
62
Calls
$52.8M
Puts
$80.5M
Net Calls
-$27.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
326
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$230K -19,827 Closed
FRM
327
Fox Run Management
Connecticut
-$213K -18,306 Closed
Wellington Management Group
328
Wellington Management Group
Massachusetts
-$198K -17,053 Closed
MG
329
Marex Group
-$145K -12,518 Closed
CC
330
Centiva Capital
New York
-$144K -12,380 Closed
AG
331
Algert Global
California
-$138K -11,867 Closed
AIM
332
Aigen Investment Management
New York
-$131K -11,266 Closed
IC
333
Innealta Capital
Texas
-$115K -9,936 Closed
NC
334
nVerses Capital
Florida
-$77.9K -6,700 Closed
ATPW
335
Ashton Thomas Private Wealth
Arizona
-$23.2K -1,995 Closed
GWSA
336
Global Wealth Strategies & Associates
Colorado
-$17.6K -1,515 Closed
PCM
337
Peregrine Capital Management
Minnesota
-$10.5K -900 Closed
MG
338
Mather Group
Illinois
-$13K -729 Closed
QL
339
Quarry LP
New York
-$8.27K -712 Closed
CFM
340
Catalyst Funds Management
Australia
-$6.97K -600 Closed
RWMG
341
Redwood Wealth Management Group
New Jersey
-$6.39K -550 Closed
CFB
342
Cullen/Frost Bankers
Texas
-$3.78K -325 Closed
TFA
343
Toth Financial Advisory
Virginia
-$3.49K -300 Closed
CC
344
Cypress Capital
Tennessee
-$3.06K -263 Closed
TFF
345
The Family Firm
Maryland
-$2.07K -178 Closed
RFG
346
RFP Financial Group
Georgia
-$1.16K -100 Closed
MWM
347
Mascoma Wealth Management
New Hampshire
-$581 -50 Closed
VAG
348
VisionPoint Advisory Group
Texas
-$581 -50 Closed
WIA
349
Wetzel Investment Advisors
Indiana
-$322 -18 Closed
HWM
350
Hemington Wealth Management
Virginia
+$53 +5 New

XRX Hedge Fund Activity: Q3 2024 in Review

288 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2024, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of XRX and 45 opened new positions — a net loss of 17 holders — while 97 trimmed existing stakes and 103 added.

The largest buyer was Pacer Advisors, adding an estimated $47M. The largest seller was SG Capital Management, exiting entirely with an estimated $11.8M sold.

  • 288 institutional investors held Xerox (XRX) as of Q3 2024, down from 308 in Q2 2024.
  • Funds reported $1.15B of Xerox stock for Q3 2024, down 13% quarter-over-quarter.
  • 45 funds opened new Xerox positions in Q3 2024 and 62 closed out, a net change of -17 holders.
  • The largest Xerox buyer in Q3 2024 was Pacer Advisors, an estimated $47M added.
  • The largest Xerox seller in Q3 2024 was SG Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.