Xerox
XRX
406 hedge funds and large institutions have $3.73B invested in Xerox in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 92 increasing their positions, 163 reducing their positions, and 38 closing their positions.
132% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 38
17% more capital invested
Capital invested by funds: $3.19B → $3.73B (+$539M)
13% more funds holding
Funds holding: 358 → 406 (+48)
0.8% more ownership
Funds ownership: 79.84% → 80.64% (+0.8%)
33% less call options, than puts
Call options by funds: $34.1M | Put options by funds: $50.8M
44% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 163
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$19.1M |
| 3 |
Bank of New York Mellon
New York
|
+$13.3M |
| 4 |
D.E. Shaw & Co
New York
|
+$11.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$59M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$43.9M |
| 3 |
BL
Bleichroeder LP
New York
|
-$35.4M |
| 4 |
BlackRock
New York
|
-$28.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NNP
426
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$1K | -52 | Closed |
|
|
PFWA
427
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -33 | Closed |
|
|
ED
428
Exane Derivatives
Paris,
France
| – | -$613 | -29 | Closed |
|
|
OIM
429
Oder Investment Management
Woodland Hills,
California
| – | +$42 | +2 | New |
|
|
APC
430
Aspire Private Capital
Cornelius,
North Carolina
| – | +$169 | +8 | New |
|
431
Fidelity International
Hamilton,
Bermuda
| – | +$338 | +16 | New |
|
|
BWM
432
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | +$360 | +17 | New |
|
|
BBHC
433
Brown Brothers Harriman & Co
New York
| – | +$423 | +20 | New |
|
|
PMFA
434
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$423 | +20 | New |
|
|
SIAG
435
Safeguard Investment Advisory Group
Corona,
California
| – | +$444 | +21 | New |
|
|
OC
436
Oakworth Capital
Birmingham,
Alabama
| – | +$529 | +25 | New |
|
|
COCM
437
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | +$5.25K | +248 | New |
|
XRX Hedge Fund Activity: Q4 2020 in Review
406 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2020, worth a combined $3.73B — up 17% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new XRX positions and 38 closed out — a net gain of 50 holders — while 92 added to existing stakes and 163 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21M. The largest seller was AQR Capital Management, cutting an estimated $59M.
- 406 institutional investors held Xerox (XRX) as of Q4 2020, up from 358 in Q3 2020.
- Funds reported $3.73B of Xerox stock for Q4 2020, up 17% quarter-over-quarter.
- 88 funds opened new Xerox positions in Q4 2020 and 38 closed out, a net change of +50 holders.
- The largest Xerox buyer in Q4 2020 was Fidelity Investments, an estimated $21M added.
- The largest Xerox seller in Q4 2020 was AQR Capital Management, an estimated $59M sold.
Based on aggregated 13F filings for Q4 2020.