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541 hedge funds and large institutions have $6.12B invested in Xerox in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 387 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 85

2% less funds holding

Funds holding: 554541 (-13)

10.88% less ownership

Funds ownership: 31.4%20.52% (-11%)

15% less capital invested

Capital invested by funds: $7.24B → $6.12B (-$1.12B)

19% less call options, than puts

Call options by funds: $8.07M | Put options by funds: $9.98M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

81% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 387

Holders
541
Holders Change
-13
Holders Change %
-2.35%
% of All Funds
13.47%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
80
Increased
73
Reduced
387
Closed
85
Calls
$8.07M
Puts
$9.98M
Net Calls
-$1.91M
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$54.1M -$2.29M -79,272 -4%
BCM
27
Bridgeway Capital Management
Texas
$51M -$3.08M -106,556 -6%
KBC Group
28
KBC Group
Belgium
$50.7M +$21.1M +731,018 +74%
First Trust Advisors
29
First Trust Advisors
Illinois
$47.2M +$11.3M +389,802 +32%
AA
30
ALPS Advisors
Colorado
$47M +$2.37M +82,157 +5%
Morgan Stanley
31
Morgan Stanley
New York
$46.7M -$70.1M -2,428,280 -60%
ClearBridge Investments
32
ClearBridge Investments
New York
$46M -$24.3M -840,197 -35%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$44.2M +$30.3M +1,049,080 +231%
Wells Fargo
34
Wells Fargo
California
$42.8M -$21M -728,005 -33%
Two Sigma Investments
35
Two Sigma Investments
New York
$41M -$34.5M -1,194,887 -46%
Legal & General Group
36
Legal & General Group
United Kingdom
$40.3M -$20M -691,307 -34%
Charles Schwab
37
Charles Schwab
California
$37.7M -$31M -1,074,638 -46%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$37.6M -$17.7M -611,824 -32%
Bank of America
39
Bank of America
North Carolina
$32.5M +$8.64M +299,465 +37%
SO
40
STRS Ohio
Ohio
$29.4M -$16M -553,431 -36%
PPA
41
Parametric Portfolio Associates
Washington
$28.9M -$28M -971,100 -50%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$28.5M +$28M +969,521 New
Millennium Management
43
Millennium Management
New York
$28.3M -$64.1M -2,221,138 -70%
HI
44
HBK Investments
Texas
$26.7M -$16.3M -565,385 -38%
GAM
45
Gotham Asset Management
New York
$26.5M +$24.4M +844,673 +1,484%
NI
46
Numeric Investors
Massachusetts
$26.3M -$20.3M -701,804 -44%
Allianz Asset Management
47
Allianz Asset Management
Germany
$24.3M -$16M -554,307 -40%
AAM
48
Aberdeen Asset Management
United Kingdom
$23.4M -$11M -380,524 -32%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$23.1M +$17.5M +604,852 +343%
ZIM
50
Zacks Investment Management
Illinois
$22.9M +$22.5M +779,114 New

XRX Hedge Fund Activity: Q1 2017 in Review

541 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2017, worth a combined $6.12B — down 15% from $7.24B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of XRX and 80 opened new positions — a net loss of 5 holders — while 387 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $462M. The largest seller was Icahn Carl, cutting an estimated $370M.

  • 541 institutional investors held Xerox (XRX) as of Q1 2017, down from 554 in Q4 2016.
  • Funds reported $6.12B of Xerox stock for Q1 2017, down 15% quarter-over-quarter.
  • 80 funds opened new Xerox positions in Q1 2017 and 85 closed out, a net change of -5 holders.
  • The largest Xerox buyer in Q1 2017 was BlackRock, an estimated $462M added.
  • The largest Xerox seller in Q1 2017 was Icahn Carl, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2017.