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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
WG
26
Winton Group
United Kingdom
$99.9M +$96.8M +3,047,473 New
VOYA Investment Management
27
VOYA Investment Management
Georgia
$99.4M +$71.6M +2,252,101 +289%
MAA
28
Managed Account Advisors
New Jersey
$98.4M -$6.47M -203,512 -6%
Jennison Associates
29
Jennison Associates
New York
$89.7M +$17.6K +553 +0%
NI
30
Numeric Investors
Massachusetts
$82.7M +$5.12M +161,009 +7%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$77.2M -$208K -6,550 -0.3%
Charles Schwab
32
Charles Schwab
California
$76.1M +$217K +6,829 +0.3%
SCM
33
Sterling Capital Management
North Carolina
$74M -$32.4M -1,019,260 -31%
TA
34
Teachers Advisors
New York
$72.6M +$4.26M +134,178 +6%
ClearBridge Investments
35
ClearBridge Investments
New York
$71.2M -$6.8M -214,087 -9%
RFC
36
Russell Frank Company
Washington
$68.9M +$7.54M +237,439 +14%
Legal & General Group
37
Legal & General Group
United Kingdom
$68.2M -$3.02M -94,963 -4%
WRF
38
Waddell & Reed Financial
Kansas
$65.3M -$3.66M -115,140 -5%
JP Morgan Chase
39
JP Morgan Chase
New York
$65.2M -$11.7M -369,072 -16%
BA
40
BlackRock Advisors
Delaware
$64.2M -$2.91M -91,525 -4%
BIM
41
BlackRock Investment Management
Delaware
$59.9M +$814K +25,622 +1%
UBS AM
42
UBS AM
Illinois
$59.8M +$9.96M +313,420 +21%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$58.5M -$39M -1,226,053 -41%
BlackRock
44
BlackRock
New York
$53.3M -$1.94M -61,080 -4%
JHIU
45
Janus Henderson Investors US
Colorado
$52.8M -$12.6M -395,514 -20%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$52.8M -$43.1M -1,357,582 -46%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$52M -$699K -22,011 -1%
Deutsche Bank
48
Deutsche Bank
Germany
$51.1M -$27.4M -862,324 -36%
GC
49
Guggenheim Capital
Illinois
$49.6M +$5.99M +188,540 +14%
Wells Fargo
50
Wells Fargo
California
$49.5M -$6.59M -207,471 -12%
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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.