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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
RA
376
Rational Advisors
New York
$13K -$846 -27 -6%
KFS
377
Kelly Financial Services
Massachusetts
$12.6K +$94 +3 +0.7%
1IA
378
1834 Investment Advisors
Wisconsin
$12K +$12.5K +400 New
ZB
379
Zions Bancorporation
Utah
$11K +$815 +26 +7%
GRP
380
Global Retirement Partners
California
$10K
FFC
381
First Financial Corp
Indiana
$10K +$10.1K +322 New
QAM
382
QCI Asset Management
New York
$9K -$3.76K -120 -28%
FWM
383
Focused Wealth Management
New York
$8K +$4.29K +137 +99%
SPIA
384
Steward Partners Investment Advisory
New York
$7K -$470 -15 -5%
FRA
385
Front Row Advisors
California
$7K +$3.29K +105 +74%
SFS
386
Sowell Financial Services
Arkansas
$7K +$6.99K +223 New
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.73K -$47K -1,501 -87%
EW
388
Evoke Wealth
California
$6.61K +$6.86K +219 New
BCA
389
Berman Capital Advisors
Georgia
$6K
TF
390
Tompkins Financial
New York
$6K
SLF
391
Sun Life Financial
Ontario, Canada
$5K -$157 -5 -3%
First Manhattan
392
First Manhattan
New York
$5K
MCM
393
MV Capital Management
Maryland
$5K +$2.57K +82 +104%
CFA
394
Carroll Financial Associates
North Carolina
$4K -$439 -14 -9%
EARNEST Partners
395
EARNEST Partners
Georgia
$4K
FHA
396
First Horizon Advisors
Tennessee
$4K
FHA
397
Flagship Harbor Advisors
Massachusetts
$4K +$31 +1 +0.7%
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$4K +$3.7K +118 New
BBHC
399
Brown Brothers Harriman & Co
New York
$4K +$3.79K +121 New
CI
400
CX Institutional
Indiana
$4K +$4.54K +145 New

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.