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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
SHWM
451
Smith & Howard Wealth Management
Georgia
$160K – – –
GF
452
Gerstein Fisher
New York
$158K +$31.7K +997 +26%
ASN
453
Advisory Services Network
Georgia
$155K -$30.2K -949 -17%
SCM
454
Schnieders Capital Management
California
$155K – – –
AP
455
Advisor Partners
California
$154K +$19.5K +615 +15%
DVM
456
Dreman Value Management
Florida
$153K +$34.4K +1,082 +30%
LCM
457
Laurion Capital Management
New York
$153K +$148K +4,668 New
PPCM
458
Pillar Pacific Capital Management
California
$149K – – –
NG
459
NatWest Group
United Kingdom
$149K +$144K +4,541 New
RG
460
Rathbones Group
United Kingdom
$147K +$142K +4,478 New
SC
461
Savant Capital
Illinois
$146K +$142K +4,458 New
Two Sigma Advisers
462
Two Sigma Advisers
New York
$139K -$4.21M -132,332 -97%
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$135K -$29.3K -922 -18%
FAAS
464
First Allied Advisory Services
California
$135K -$27K -851 -17%
PAG
465
Private Advisor Group
New Jersey
$135K +$5.88K +185 +5%
BBA
466
BLB&B Advisors
Pennsylvania
$133K -$18.1K -569 -12%
CIM
467
Calvert Investment Management
Maryland
$133K -$5.82K -183 -4%
CAN
468
Cetera Advisor Networks
California
$133K -$2.42K -76 -2%
PP
469
Prudential plc
United Kingdom
$132K +$128K +4,036 New
V
470
Veritable
Delaware
$129K +$125K +3,935 New
PC
471
Passport Capital
California
$128K -$73.8K -2,323 -37%
SCM
472
Shelton Capital Management
Colorado
$128K – – –
PGFC
473
Peapack-Gladstone Financial Corp
New Jersey
$124K +$121K +3,795 New
WB
474
Webster Bank
Connecticut
$124K – – –
QAM
475
QCI Asset Management
New York
$123K – – –
17 18
19
20 21

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.