We are live on ! Find out more

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
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$4K
GI
352
Gradient Investments
Minnesota
$4K +$17 +1 +0.4%
CB
353
Community Bank
New York
$4K +$4.31K +250 New
CAM
354
Costello Asset Management
Pennsylvania
$4K +$4.31K +250 New
QCG
355
Quadrant Capital Group
Ohio
$3K -$21.2K -1,228 -87%
CA
356
Clearstead Advisors
Ohio
$3K
Bank Julius Baer & Co
357
Bank Julius Baer & Co
Switzerland
$3K +$17 +1 +0.6%
SFS
358
Sowell Financial Services
Arkansas
$3K +$35 +2 +1%
TPCW
359
TD Private Client Wealth
New York
$2.54K +$1.35K +78 +89%
ST
360
Smithfield Trust
Pennsylvania
$2K -$5.87K -340 -77%
SLF
361
Sun Life Financial
Ontario, Canada
$2K -$35 -2 -2%
AF
362
Allworth Financial
California
$2K
CFA
363
Carroll Financial Associates
North Carolina
$2K
CWP
364
CFM Wealth Partners
Texas
$2K
EARNEST Partners
365
EARNEST Partners
Georgia
$2K
JFA
366
JNBA Financial Advisors
Minnesota
$2K
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$2K
TPWA
368
TRUE Private Wealth Advisors
Oregon
$2K +$17 +1 +0.6%
ABC
369
Associated Banc-Corp
Wisconsin
$2K +$690 +40 +68%
RA
370
Royce & Associates
New York
$2K +$1.05K +61 +149%
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.86K +108 New
CB
372
CNB Bank
Pennsylvania
$2K +$2.29K +133 New
APC
373
Aspire Private Capital
North Carolina
$2K +$2.54K +147 +1,838%
GFPC
374
Global Financial Private Client
Florida
$1.89K
FCH
375
Freestone Capital Holdings
Washington
$1.65K +$669K +38,768 +56%