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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
LB
351
Legacy Bridge
Iowa
$45K
S
352
SignatureFD
Georgia
$44K -$658 -21 -1%
VFA
353
Valeo Financial Advisors
Indiana
$42K +$251 +8 +0.6%
AIM
354
ARK Investment Management
Florida
$40K -$4.57K -146 -10%
PCM
355
Prelude Capital Management
New York
$37K +$38.4K +1,225 New
NSIM
356
North Star Investment Management
Illinois
$37K +$38.9K +1,243 New
SCM
357
Silvant Capital Management
Georgia
$34K -$7.74K -247 -18%
VRM
358
Vectors Research Management
New York
$31K
APA
359
American Portfolios Advisors
New York
$27.3K +$31 +1 +0.1%
GI
360
Gradient Investments
Minnesota
$25K +$407 +13 +2%
CCM
361
Cribstone Capital Management
Maine
$24K +$25.6K +817 New
EWM
362
Edge Wealth Management
New York
$22K
BG
363
Bollard Group
Massachusetts
$22K +$157 +5 +0.7%
TWA
364
TCI Wealth Advisors
Arizona
$21K
GT
365
Glenmede Trust
Pennsylvania
$20.1K -$251K -7,999 -1%
O
366
Ossiam
France
$20K -$105K -3,360 -83%
PA
367
Parallel Advisors
California
$18K -$2.07K -66 -10%
TC
368
Truvestments Capital
Florida
$18K
GLI
369
Guardian Life Insurance
New York
$17K -$627 -20 -3%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$17K
TA
371
Thor Advisors
New York
$17K +$17.9K +572 New
PRC
372
Pearl River Capital
Michigan
$16K +$16.9K +541 New
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$15K -$1.72K -55 -10%
ASN
374
Advisory Services Network
Georgia
$15K
NIM
375
NuWave Investment Management
New Jersey
$13K -$24.7K -789 -64%

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.