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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
MVP
426
Missouri Valley Partners
Missouri
$202K +$37.9K +1,442 +24%
ANTB
427
AMG National Trust Bank
Colorado
$201K -$420 -16 -0.2%
VAM
428
Visium Asset Management
New York
$194K +$188K +7,161 New
SOAMC
429
Spirit of America Management Corp
New York
$180K +$174K +6,641 New
Two Sigma Advisers
430
Two Sigma Advisers
New York
$178K -$175K -6,661 -50%
FIM
431
Freedom Investment Management
Connecticut
$176K +$68.5K +2,608 +67%
Bank of Nova Scotia
432
Bank of Nova Scotia
Ontario, Canada
$170K -$48.4K -1,843 -23%
HighTower Advisors
433
HighTower Advisors
Illinois
$170K +$54.4K +2,071 +50%
FCI
434
Financial Counselors Inc
Kansas
$166K -$13.9K -531 -8%
EWM
435
Evercore Wealth Management
New York
$163K +$19.4K +737 +14%
PNC
436
Park National Corp
Ohio
$162K +$998 +38 +0.6%
ECM
437
Everence Capital Management
Indiana
$161K
GWM
438
Greenwich Wealth Management
Connecticut
$159K -$9.98K -380 -6%
CCMG
439
Clark Capital Management Group
Pennsylvania
$157K -$12.4K -473 -8%
TU
440
TDAM USA
Ontario, Canada
$156K -$65.1K -2,478 -30%
Jane Street
441
Jane Street
New York
$153K -$23.1K -878 -13%
ICOA
442
Investment Centers of America
North Dakota
$151K +$145K +5,513 New
GLI
443
Guardian Life Insurance
New York
$150K -$1.26K -48 -0.9%
V
444
Veritable
Delaware
$150K +$2.15K +82 +2%
MME
445
Meag Munich Ergo
Germany
$144K +$139K +5,298 New
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$137K +$3K +114 +2%
ECM
447
Endex Capital Management
Kansas
$136K
Millennium Management
448
Millennium Management
New York
$135K -$2.3M -87,604 -95%
JMPWA
449
JP Morgan Private Wealth Advisors
California
$131K +$127K +4,841 New
AIMCA
450
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$129K -$680K -25,882 -85%

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.