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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
FCH
401
Freestone Capital Holdings
Washington
$3.64K -$4.35M -138,939 -53%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$3K -$6.05K -193 -66%
JFA
403
JNBA Financial Advisors
Minnesota
$3K -$3.13K -100 -50%
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$501 -16 -14%
CTC
405
Central Trust Company
Missouri
$3K
PFSC
406
Peoples Financial Services Corp
Pennsylvania
$3K
SIM
407
Sonora Investment Management
Arizona
$3K
TFO
408
Tarbox Family Office
California
$3K
AF
409
Allworth Financial
California
$3K +$2.41K +77 +208%
CBT
410
Capital Bank & Trust
California
$3K +$2.98K +95 New
RFM
411
Royal Fund Management
Florida
$3K +$4.13K +132 New
LC
412
Lindbrook Capital
California
$2K -$6.27K -200 -73%
BRC
413
Bell Rock Capital
Delaware
$2K
MCM
414
McMillion Capital Management
North Carolina
$2K
NR
415
Newfound Research
Massachusetts
$2K
PFBT
416
Parkside Financial Bank & Trust
Missouri
$2K
SIS
417
Sound Income Strategies
Florida
$2K
WEC
418
Winslow Evans & Crocker
Massachusetts
$2K
NFG
419
Next Financial Group
Texas
$2K +$1.47K +47 +313%
LWM
420
Liberty Wealth Management
California
$2K +$1.53K +49 +196%
RE
421
RBC Europe
United Kingdom
$1.32K
RCAG
422
Rehmann Capital Advisory Group
Michigan
$1.06K -$157 -5 -13%
CIAS
423
Capital Investment Advisory Services
North Carolina
$1K -$3.92K -125 -83%
Fidelity International
424
Fidelity International
Bermuda
$1K -$407 -13 -34%
CFG
425
Citizens Financial Group
Rhode Island
$1K

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.