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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
Flossbach Von Storch
26
Flossbach Von Storch
Germany
$85.7M +$29.4M +1,120,137 +55%
ACA
27
Anchor Capital Advisors
Massachusetts
$82.9M -$9.17M -349,200 -10%
MCM
28
Munder Capital Management
Michigan
$82.3M +$752K +28,623 +1%
SCM
29
Sterling Capital Management
North Carolina
$80.2M +$2.12M +80,635 +3%
JP Morgan Chase
30
JP Morgan Chase
New York
$74.9M +$10.1M +386,373 +16%
SFM
31
Systematic Financial Management
New Jersey
$72.8M +$6.93M +263,794 +11%
ClearBridge Investments
32
ClearBridge Investments
New York
$72.3M +$5.03M +191,411 +8%
PAM
33
Panagora Asset Management
Massachusetts
$69.9M +$23.8M +905,406 +54%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$66.1M +$9.77M +371,940 +18%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$62.7M +$16.4M +623,947 +37%
Legal & General Group
36
Legal & General Group
United Kingdom
$61.4M -$1.77M -67,442 -3%
AAMU
37
Amundi Asset Management US
Massachusetts
$58.8M +$20.3M +774,110 +55%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$58.4M +$31M +1,179,971 +121%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$57.9M +$47.5M +1,807,993 +553%
AQR Capital Management
40
AQR Capital Management
Connecticut
$57.5M -$5.24M -199,445 -9%
WRF
41
Waddell & Reed Financial
Kansas
$57.4M +$11.9M +454,603 +27%
TA
42
Teachers Advisors
New York
$57.4M +$1.45M +55,113 +3%
Wells Fargo
43
Wells Fargo
California
$54M -$6.69M -254,740 -11%
Goldman Sachs
44
Goldman Sachs
New York
$51.7M +$2.7M +102,897 +6%
BlackRock
45
BlackRock
New York
$50M +$23.5M +894,001 +94%
OCM
46
Osterweis Capital Management
California
$48M -$1.1M -41,836 -2%
TAM
47
Tocqueville Asset Management
New York
$46.1M +$5.24M +199,547 +13%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$42.6M +$86.1K +3,279 +0.2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$40.9M +$704K +26,807 +2%
PCM
50
Proxima Capital Management
New York
$39.9M -$3.52M -134,087 -8%

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.