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554 hedge funds and large institutions have $7.24B invested in Xerox in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 203 increasing their positions, 175 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

16% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 175

5% more funds holding

Funds holding: 529554 (+25)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 31.99%31.4% (-0.59%)

15% less capital invested

Capital invested by funds: $8.56B → $7.24B (-$1.33B)

56% less call options, than puts

Call options by funds: $6.5M | Put options by funds: $14.7M

Holders
554
Holders Change
+25
Holders Change %
+4.73%
% of All Funds
13.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
106
Increased
203
Reduced
175
Closed
71
Calls
$6.5M
Puts
$14.7M
Net Calls
-$8.24M
Net Calls Change
-$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Allen Investment Management
New York
$318K +$50K +2,009 +17%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$315K +$518K +20,789 New
DILIC
353
Dai-ichi Life Insurance Company
Japan
$313K +$339K +13,597 New
RJFSA
354
Raymond James Financial Services Advisors
Florida
$312K -$43.9K -1,765 -12%
FAN
355
Financial Advisors Network
California
$312K +$422K +16,960 New
HCM
356
Hollencrest Capital Management
California
$306K
LIA
357
LS Investment Advisors
Michigan
$305K +$13.1K +526 +4%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$296K +$327K +13,144 New
LTFS
359
Ladenburg Thalmann Financial Services
Florida
$294K +$83.8K +3,367 +35%
DADC
360
D.A. Davidson & Co
Montana
$289K -$86.7K -3,482 -22%
BHWM
361
Bar Harbor Wealth Management
New Hampshire
$284K
CNBT
362
Canandaigua National Bank & Trust
New York
$284K +$28.8K +1,157 +10%
Verition Fund Management
363
Verition Fund Management
Connecticut
$282K +$4.31K +173 +1%
CI
364
Cigna Investments
Connecticut
$282K +$305K +12,239 New
HIM
365
Hillsdale Investment Management
Ontario, Canada
$276K -$28.4K -1,139 -9%
WSC
366
Wellington Shields & Co
New York
$273K
PTC
367
Petrus Trust Company
Texas
$271K +$131K +5,261 +81%
CMBA
368
C.M. Bidwell & Associates
Hawaii
$269K -$3.76M -150,880 -93%
CCM
369
Cutler Capital Management
Massachusetts
$262K +$28.3K +1,138 +11%
PA
370
Profund Advisors
Maryland
$260K +$41.7K +1,674 +17%
PP
371
Palladium Partners
Virginia
$257K -$172K -6,888 -38%
VIA
372
Virtus Investment Advisers
Connecticut
$247K -$38.7K -1,555 -13%
CA
373
Commerzbank Aktiengesellschaft
Germany
$247K -$19.8K -794 -7%
NAMA
374
Nikko Asset Management Americas
New York
$247K +$267K +10,740 New
MFS
375
MSI Financial Services
Massachusetts
$242K +$14.2K +572 +6%

XRX Hedge Fund Activity: Q4 2016 in Review

554 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2016, worth a combined $7.24B — down 15% from $8.56B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new XRX positions and 71 closed out — a net gain of 35 holders — while 203 added to existing stakes and 175 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $65.1M. The largest seller was Macquarie Group, cutting an estimated $612M.

  • 554 institutional investors held Xerox (XRX) as of Q4 2016, up from 529 in Q3 2016.
  • Funds reported $7.24B of Xerox stock for Q4 2016, down 15% quarter-over-quarter.
  • 106 funds opened new Xerox positions in Q4 2016 and 71 closed out, a net change of +35 holders.
  • The largest Xerox buyer in Q4 2016 was Renaissance Technologies, an estimated $65.1M added.
  • The largest Xerox seller in Q4 2016 was Macquarie Group, an estimated $612M sold.

Based on aggregated 13F filings for Q4 2016.