We are live on ! Find out more

519 hedge funds and large institutions have $10.4B invested in Xerox in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 193 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

13% more capital invested

Capital invested by funds: $9.16B → $10.4B (+$1.2B)

7% more funds holding

Funds holding: 484519 (+35)

0.17% less ownership

Funds ownership: 31.22%31.05% (-0.17%)

1% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 193

45% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $56.2M

Holders
519
Holders Change
+35
Holders Change %
+7.23%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.55%
New
67
Increased
191
Reduced
193
Closed
29
Calls
$30.9M
Puts
$56.2M
Net Calls
-$25.4M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1GA
401
1st Global Advisors
Texas
$260K +$26K +991 +12%
WMSA
402
Weiss Multi-Strategy Advisers
New York
$258K +$250K +9,525 New
CC
403
Cipher Capital
New York
$257K +$136K +5,175 +121%
BMCMI
404
Bryn Mawr Capital Management Inc
Pennsylvania
$253K +$131K +4,968 +114%
AIP
405
Ameritas Investment Partners
Nebraska
$252K +$244K +9,306 New
TRCT
406
Tower Research Capital (TRC)
New York
$251K +$244K +9,272 New
WTIM
407
Wilmington Trust Investment Management
Delaware
$250K
BFS
408
Bradley Foster & Sargent
Connecticut
$250K +$64.8K +2,467 +37%
CCG
409
Cypress Capital Group
Florida
$249K +$242K +9,199 New
FCH
410
Freestone Capital Holdings
Washington
$238K +$321K +12,233 New
HNB
411
Huntington National Bank
Ohio
$236K +$8.72K +332 +4%
FIM
412
Fruth Investment Management
Texas
$231K -$11K -417 -5%
RJT
413
Raymond James Trust
Florida
$228K +$221K +8,394 New
USGIU
414
U.S. Global Investors (USGI)
Texas
$226K
CNB
415
City National Bank
California
$223K +$14.7K +558 +7%
CAS
416
CTC Alternative Strategies
Illinois
$219K +$212K +8,075 New
IG
417
ING Group
Netherlands
$218K +$25.3K +963 +14%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$215K +$18.4K +700 +10%
GAM
419
Griffin Asset Management
New York
$212K +$109K +4,137 +99%
WB
420
WesBanco Bank
West Virginia
$208K -$24.9K -949 -11%
Fuller & Thaler Asset Management
421
Fuller & Thaler Asset Management
California
$208K +$11K +418 +6%
CIC
422
Canal Insurance Company
South Carolina
$207K -$1.64M -62,314 -82%
CCA
423
Cobblestone Capital Advisors
New York
$207K
KFC
424
Klingenstein Fields & Co
New York
$204K
CI
425
Constellation Investments
Ohio
$203K

XRX Hedge Fund Activity: Q3 2013 in Review

519 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2013, worth a combined $10.4B — up 13% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XRX positions and 29 closed out — a net gain of 38 holders — while 191 added to existing stakes and 193 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $132M. The largest seller was Dodge & Cox, cutting an estimated $625M.

  • 519 institutional investors held Xerox (XRX) as of Q3 2013, up from 484 in Q2 2013.
  • Funds reported $10.4B of Xerox stock for Q3 2013, up 13% quarter-over-quarter.
  • 67 funds opened new Xerox positions in Q3 2013 and 29 closed out, a net change of +38 holders.
  • The largest Xerox buyer in Q3 2013 was Wellington Management Group, an estimated $132M added.
  • The largest Xerox seller in Q3 2013 was Dodge & Cox, an estimated $625M sold.

Based on aggregated 13F filings for Q3 2013.