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Xerox
XRX

551 hedge funds and large institutions have $11.9B invested in Xerox in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 245 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

18% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $38.4M

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.07B)

1% more funds holding

Funds holding: 547 → 551 (+4)

0.4% more ownership

Funds ownership: 30.63% → 31.03% (+0.4%)

33% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 245

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
15.84%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
58
Increased
164
Reduced
245
Closed
51
Calls
$45.4M
Puts
$38.4M
Net Calls
+$7.02M
Net Calls Change
+$6.15M

Top Buyers

1
O
OppenheimerFunds
New York
+$138M
2
Norges Bank
Norges Bank
Norway
+$130M
3
Lazard Asset Management
Lazard Asset Management
New York
+$113M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
2
OCM
Osterweis Capital Management
California
-$45.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$39M
5
SCM
Sterling Capital Management
North Carolina
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
426
Princeton Alpha Management
New Jersey
$241K +$233K +7,345 New
WS
427
Wedbush Securities
California
$237K -$82K -2,581 -26%
CS
428
Comerica Securities
Michigan
$226K +$95 +3 +0%
RJT
429
Raymond James Trust
Florida
$225K -$80K -2,517 -27%
Bank of Nova Scotia
430
Bank of Nova Scotia
Ontario, Canada
$224K +$19.3K +607 +10%
TCT
431
TIAA CREF Trust
Missouri
$219K +$212K +6,677 New
LCM
432
Landscape Capital Management
New Jersey
$219K +$212K +6,679 New
IG
433
ING Group
Netherlands
$217K – – –
WFM
434
Wilmington Funds Management
Delaware
$197K -$213K -6,717 -53%
PNC
435
Park National Corp
Ohio
$195K – – –
QI
436
QS Investors
New York
$195K +$189K +5,963 New
ECM
437
Everence Capital Management
Indiana
$194K – – –
MBTD
438
Mechanics Bank - Trust Department
California
$192K -$32.8K -1,032 -15%
FCI
439
Financial Counselors Inc
Kansas
$191K -$25.5K -803 -12%
ANTB
440
AMG National Trust Bank
Colorado
$183K -$73.2K -2,304 -29%
PVWM
441
Point View Wealth Management
New Jersey
$180K +$35.1K +1,104 +25%
B
442
Baird
Wisconsin
$177K -$301K -9,488 -64%
EWM
443
Evercore Wealth Management
New York
$174K -$32.9K -1,036 -16%
DFIM
444
Detwiler Fenton Investment Management
Massachusetts
$169K – – –
TNBTD
445
Trustmark National Bank Trust Department
Mississippi
$167K +$162K +5,097 New
VFA
446
Virtus Fund Advisers
Connecticut
$165K +$160K +5,033 New
BCMO
447
Buckingham Capital Management (Ohio)
Ohio
$163K +$158K +4,985 New
WTIM
448
Wilmington Trust Investment Management
Delaware
$161K -$63.9K -2,011 -29%
EA
449
Elm Advisors
California
$161K – – –
Creative Planning
450
Creative Planning
Kansas
$160K -$114K -3,597 -42%
16 17
18
19 20

XRX Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2014, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XRX positions and 51 closed out — a net gain of 7 holders — while 164 added to existing stakes and 245 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $138M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 551 institutional investors held Xerox (XRX) as of Q2 2014, up from 547 in Q1 2014.
  • Funds reported $11.9B of Xerox stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 58 funds opened new Xerox positions in Q2 2014 and 51 closed out, a net change of +7 holders.
  • The largest Xerox buyer in Q2 2014 was OppenheimerFunds, an estimated $138M added.
  • The largest Xerox seller in Q2 2014 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2014.