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557 hedge funds and large institutions have $11.9B invested in Xerox in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% more ownership

Funds ownership: 30.94%31.66% (+0.72%)

3% less funds holding

Funds holding: 575557 (-18)

12% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $23.4M

17% less capital invested

Capital invested by funds: $14.3B → $11.9B (-$2.43B)

18% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 51

26% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 246

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
557
Holders Change
-18
Holders Change %
-3.13%
% of All Funds
14.85%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
42
Increased
183
Reduced
246
Closed
51
Calls
$20.5M
Puts
$23.4M
Net Calls
-$2.86M
Net Calls Change
+$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
401
IKOS CIF
Cyprus
$274K -$151K -4,287 -35%
MCM
402
Manchester Capital Management
Vermont
$273K +$254K +7,202 +832%
FAAS
403
First Allied Advisory Services
California
$269K +$77K +2,182 +38%
TAM
404
Trust Asset Management
Texas
$267K
IRS
405
Invictus RG (Singapore)
Singapore
$265K +$257K +7,271 +1,301%
AIP
406
Ameritas Investment Partners
Nebraska
$259K
SGA
407
Strategic Global Advisors
California
$259K
Fuller & Thaler Asset Management
408
Fuller & Thaler Asset Management
California
$254K -$137K -3,871 -34%
TTWM
409
TCV Trust & Wealth Management
Virginia
$253K
LTFS
410
Ladenburg Thalmann Financial Services
Florida
$253K +$15.7K +444 +6%
DVM
411
Dreman Value Management
Florida
$253K +$114K +3,234 +76%
UCFA
412
United Capital Financial Advisors
Texas
$250K -$256K -7,245 -47%
ZDA
413
Zweig-DiMenna Associates
New York
$249K +$260K +7,362 New
MBTD
414
Mechanics Bank - Trust Department
California
$237K
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$231K -$10.7K -303 -4%
TCT
416
TIAA CREF Trust
Missouri
$229K +$2.5K +71 +1%
SHWM
417
Smith & Howard Wealth Management
Georgia
$227K +$65.1K +1,844 +38%
Truist Financial
418
Truist Financial
North Carolina
$226K -$51.5K -1,460 -18%
PGFC
419
Peapack-Gladstone Financial Corp
New Jersey
$221K +$2.33K +66 +1%
CB
420
Chemical Bank
Michigan
$219K
HCM
421
Highbridge Capital Management
New York
$215K +$224K +6,336 New
ECM
422
Everence Capital Management
Indiana
$213K
GF
423
Gerstein Fisher
New York
$212K +$13.7K +388 +7%
WIS
424
Wright Investors Service
Connecticut
$211K +$69.1K +1,958 +46%
LA
425
Lucus Advisors
New York
$210K +$219K +6,207 New

XRX Hedge Fund Activity: Q1 2015 in Review

557 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2015, worth a combined $11.9B — down 17% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of XRX and 42 opened new positions — a net loss of 9 holders — while 246 trimmed existing stakes and 183 added.

The largest buyer was Goldman Sachs, adding an estimated $58.7M. The largest seller was Axiom Investors, exiting entirely with an estimated $76.5M sold.

  • 557 institutional investors held Xerox (XRX) as of Q1 2015, down from 575 in Q4 2014.
  • Funds reported $11.9B of Xerox stock for Q1 2015, down 17% quarter-over-quarter.
  • 42 funds opened new Xerox positions in Q1 2015 and 51 closed out, a net change of -9 holders.
  • The largest Xerox buyer in Q1 2015 was Goldman Sachs, an estimated $58.7M added.
  • The largest Xerox seller in Q1 2015 was Axiom Investors, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2015.