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339 hedge funds and large institutions have $3.44B invested in Xerox in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 134 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $170M | Put options by funds: $24.9M

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

0.88% less ownership

Funds ownership: 77.36%76.47% (-0.88%)

7% less capital invested

Capital invested by funds: $3.72B → $3.44B (-$279M)

9% less funds holding

Funds holding: 372339 (-33)

23% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 134

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
339
Holders Change
-33
Holders Change %
-8.87%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
34
Increased
103
Reduced
134
Closed
65
Calls
$170M
Puts
$24.9M
Net Calls
+$146M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$23.6M +$24.3M +1,004,636 New
Principal Financial Group
27
Principal Financial Group
Iowa
$23.5M +$3.86M +159,833 +19%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$21.5M -$9.5M -392,740 -30%
QOP
29
Quinn Opportunity Partners
Virginia
$20.1M -$3.37M -139,200 -14%
PI
30
Putnam Investments
Massachusetts
$19.5M
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$17.7M +$16.5M +684,389 +974%
CC
32
Clearline Capital
New York
$17.5M +$8.54M +353,207 +90%
JP Morgan Chase
33
JP Morgan Chase
New York
$17.2M -$5.49M -226,925 -24%
Millennium Management
34
Millennium Management
New York
$16.5M +$16.6M +687,376 +4,616%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$15.8M -$3.27M -135,184 -17%
Bank of America
36
Bank of America
North Carolina
$14.3M +$1.56M +64,512 +12%
SAM
37
Storebrand Asset Management
Norway
$14.2M +$720K +29,781 +5%
Parallax Volatility Advisers
38
Parallax Volatility Advisers
California
$13.1M +$13.5M +557,521 New
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$12.8M +$5.51M +227,658 +72%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$12.7M -$1.73M -71,737 -12%
Amundi
41
Amundi
France
$12.6M +$13M +536,011 New
AAM
42
Advisors Asset Management
Colorado
$11.7M +$3.17M +131,014 +36%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$11M -$2.19M -90,532 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.9M -$1.74M -72,000 -13%
Goldman Sachs
45
Goldman Sachs
New York
$10.7M -$4.95M -204,501 -31%
Legal & General Group
46
Legal & General Group
United Kingdom
$10.7M -$1.3M -53,581 -11%
Citigroup
47
Citigroup
New York
$10.4M +$8.73M +360,994 +439%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$9.89M -$730K -30,174 -7%
Prudential Financial
49
Prudential Financial
New Jersey
$9.32M +$333K +13,788 +4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$8.74M -$317K -13,100 -3%

XRX Hedge Fund Activity: Q2 2021 in Review

339 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2021, worth a combined $3.44B — down 7.5% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of XRX and 34 opened new positions — a net loss of 31 holders — while 134 trimmed existing stakes and 103 added.

The largest buyer was Newbrook Capital Advisors, opening a new position worth an estimated $75M. The largest seller was Bank of New York Mellon, cutting an estimated $122M.

  • 339 institutional investors held Xerox (XRX) as of Q2 2021, down from 372 in Q1 2021.
  • Funds reported $3.44B of Xerox stock for Q2 2021, down 7.5% quarter-over-quarter.
  • 34 funds opened new Xerox positions in Q2 2021 and 65 closed out, a net change of -31 holders.
  • The largest Xerox buyer in Q2 2021 was Newbrook Capital Advisors, an estimated $75M added.
  • The largest Xerox seller in Q2 2021 was Bank of New York Mellon, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2021.