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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
MC
451
Menta Capital
California
$127K -$189K -7,210 -61%
BBA
452
BLB&B Advisors
Pennsylvania
$127K -$5.96K -227 -5%
RNS
453
Robert N. Shapiro
$127K
FHB
454
First Hawaiian Bank
Hawaii
$126K -$7.57K -288 -6%
PPCM
455
Pillar Pacific Capital Management
California
$123K
CAN
456
Cetera Advisor Networks
California
$123K +$120K +4,569 New
NIM
457
Northeast Investment Management
Massachusetts
$119K
BAM
458
Burnham Asset Management
New York
$118K
VRS
459
Virginia Retirement Systems
Virginia
$116K -$252K -9,586 -69%
CIM
460
Calvert Investment Management
Maryland
$115K -$10.9K -415 -9%
SCM
461
Shelton Capital Management
Colorado
$111K -$6.99K -266 -6%
WTNA
462
Wilmington Trust National Association
Delaware
$110K
BC
463
Banced Corp
Illinois
$106K -$2.68K -102 -3%
NYLT
464
New York Life Trust
New York
$106K +$23.9K +908 +30%
QAM
465
QCI Asset Management
New York
$103K
WB
466
Webster Bank
Connecticut
$103K
GIS
467
Guardian Investor Services
New York
$101K -$1.02K -39 -1%
MI
468
Markston International
New York
$100K -$372K -14,154 -79%
Creative Planning
469
Creative Planning
Kansas
$100K -$473 -18 -0.5%
SHWM
470
Smith & Howard Wealth Management
Georgia
$100K +$97.2K +3,700 New
LTFS
471
Ladenburg Thalmann Financial Services
Florida
$80K +$3.99K +152 +5%
IC
472
IKOS CIF
Cyprus
$80K +$76.9K +2,927 New
MUMSS
473
Mitsubishi UFJ Morgan Stanley Securities
Japan
$78K +$76K +2,892 New
HR
474
Howe & Rusling
New York
$77K -$235K -8,936 -76%
Walleye Trading
475
Walleye Trading
New York
$76K -$55.1K -2,097 -43%

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.