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335 hedge funds and large institutions have $2.08B invested in Xerox in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

8% more funds holding

Funds holding: 310335 (+25)

5.82% more ownership

Funds ownership: 87.7%93.52% (+5.8%)

5% more capital invested

Capital invested by funds: $1.98B → $2.08B (+$103M)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

30% less call options, than puts

Call options by funds: $97.8M | Put options by funds: $139M

Holders
335
Holders Change
+25
Holders Change %
+8.06%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
111
Reduced
105
Closed
35
Calls
$97.8M
Puts
$139M
Net Calls
-$41.7M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Belvedere Trading
351
Belvedere Trading
Illinois
-$96.6K -5,270 Closed
CCA
352
Catalyst Capital Advisors
New York
-$84.5K -4,612 Closed
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
-$51.3K -2,916 Closed
FIA
354
FNY Investment Advisers
New York
-$25K -1,400 Closed
ASN
355
Advisory Services Network
Georgia
-$20K -1,090 Closed
BTI
356
Blue Trust Inc
Georgia
-$14K -882 Closed
SWM
357
Spire Wealth Management
Virginia
-$7.24K -450 Closed
Barrow, Hanley, Mewhinney & Strauss
358
Barrow, Hanley, Mewhinney & Strauss
Texas
-$7.26K -396 Closed
SWM
359
Sugarloaf Wealth Management
Georgia
-$6.42K -350 Closed
MSWM
360
McGlone Suttner Wealth Management
Wisconsin
-$4.34K -237 Closed
RIM
361
Rockbridge Investment Management
New York
-$4.24K -231 Closed
GI
362
Gradient Investments
Minnesota
-$1.93K -105 Closed
CWC
363
Carolinas Wealth Consulting
North Carolina
-$1.26K -68 Closed
FSWA
364
Financial Synergies Wealth Advisors
Texas
-$935 -64 Closed
AF
365
Advisornet Financial
Minnesota
-$1.06K -58 Closed
LFA
366
Level Financial Advisors
New York
-$917 -50 Closed
GWS
367
Glassman Wealth Services
Virginia
-$293 -16 Closed
LWCFA
368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$222 -12 Closed
FWM
369
Focused Wealth Management
New York
-$92 -5 Closed
Toronto Dominion Bank
370
Toronto Dominion Bank
Ontario, Canada
-$73 -4 Closed
TAM
371
Tucker Asset Management
Colorado
-$18 -1 Closed

XRX Hedge Fund Activity: Q1 2024 in Review

335 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2024, worth a combined $2.08B — up 5.2% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new XRX positions and 35 closed out — a net gain of 28 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $84M. The largest seller was AQR Capital Management, cutting an estimated $12.1M.

  • 335 institutional investors held Xerox (XRX) as of Q1 2024, up from 310 in Q4 2023.
  • Funds reported $2.08B of Xerox stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 63 funds opened new Xerox positions in Q1 2024 and 35 closed out, a net change of +28 holders.
  • The largest Xerox buyer in Q1 2024 was Pacer Advisors, an estimated $84M added.
  • The largest Xerox seller in Q1 2024 was AQR Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2024.