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Xerox
XRX

551 hedge funds and large institutions have $11.9B invested in Xerox in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 245 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

18% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $38.4M

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.07B)

1% more funds holding

Funds holding: 547 → 551 (+4)

0.4% more ownership

Funds ownership: 30.63% → 31.03% (+0.4%)

33% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 245

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
15.84%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
58
Increased
164
Reduced
245
Closed
51
Calls
$45.4M
Puts
$38.4M
Net Calls
+$7.02M
Net Calls Change
+$6.15M

Top Buyers

1
O
OppenheimerFunds
New York
+$138M
2
Norges Bank
Norges Bank
Norway
+$130M
3
Lazard Asset Management
Lazard Asset Management
New York
+$113M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
2
OCM
Osterweis Capital Management
California
-$45.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$39M
5
SCM
Sterling Capital Management
North Carolina
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
376
Argentus Capital Management
Texas
$411K -$292K -9,196 -42%
SLG
377
Stanley-Laman Group
Pennsylvania
$411K – – –
SC
378
Scholtz & Company
Connecticut
$402K – – –
FIM
379
Freedom Investment Management
Connecticut
$401K +$100K +3,147 +35%
BCM
380
Bluefin Capital Management
New York
$400K -$57.9K -1,822 -14%
PA
381
Profund Advisors
Maryland
$396K -$15.1K -474 -4%
AB
382
Amalgamated Bank
New York
$393K +$23.1K +726 +6%
WEC
383
Winslow Evans & Crocker
Massachusetts
$391K +$3.24K +102 +0.9%
DTL
384
Dynamic Technology Lab
Singapore
$385K +$373K +11,735 New
CCG
385
Cypress Capital Group
Florida
$380K +$16.5K +520 +5%
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$379K -$14.5K -455 -4%
LIA
387
LS Investment Advisors
Michigan
$375K -$19.4K -610 -5%
Fuller & Thaler Asset Management
388
Fuller & Thaler Asset Management
California
$371K +$135K +4,250 +60%
UR
389
USCA RIA
Texas
$368K +$356K +11,218 New
MHC
390
Meyer Handelman Company
New York
$365K – – –
MYLI
391
Meiji Yasuda Life Insurance
Japan
$364K +$222K +6,983 +170%
WTNA
392
Wilmington Trust National Association
Delaware
$363K -$45.3K -1,425 -11%
IMS
393
Index Management Solutions
Pennsylvania
$358K +$189K +5,943 +120%
SOAMC
394
Spirit of America Management Corp
New York
$357K – – –
MIU
395
Man Investments (UK)
United Kingdom
$353K +$75.8K +2,386 +28%
WAM
396
Wolverine Asset Management
Illinois
$348K +$37.4K +1,176 +12%
ID
397
Integral Derivatives
New York
$339K +$328K +10,335 New
Tudor Investment Corp
398
Tudor Investment Corp
Connecticut
$335K -$540K -17,001 -62%
SB
399
Suntrust Banks
Georgia
$330K -$274K -8,619 -46%
CNB
400
City National Bank
California
$327K +$68.1K +2,142 +27%
14 15
16
17 18

XRX Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2014, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XRX positions and 51 closed out — a net gain of 7 holders — while 164 added to existing stakes and 245 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $138M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 551 institutional investors held Xerox (XRX) as of Q2 2014, up from 547 in Q1 2014.
  • Funds reported $11.9B of Xerox stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 58 funds opened new Xerox positions in Q2 2014 and 51 closed out, a net change of +7 holders.
  • The largest Xerox buyer in Q2 2014 was OppenheimerFunds, an estimated $138M added.
  • The largest Xerox seller in Q2 2014 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2014.