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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
AAM
476
Advisors Asset Management
Colorado
$72K -$2K -76 -3%
JIR
477
James Investment Research
Ohio
$72K
IMS
478
Index Management Solutions
Pennsylvania
$65K +$63.3K +2,408 New
SAMC
479
Shinko Asset Management Company
Japan
$60K
LIA
480
LS Investment Advisors
Michigan
$59K +$29K +1,105 +104%
AAC
481
Asset Advisors Corp
Georgia
$51K
FMLI
482
Fukoku Mutual Life Insurance
Japan
$35K
MFS
483
MSI Financial Services
Massachusetts
$29K +$893 +34 +3%
CBT
484
Central Bank & Trust
Kentucky
$26K
PFS
485
Penseco Financial Services
Pennsylvania
$24K
M&T Bank
486
M&T Bank
New York
$22K
SNT
487
Security National Trust
West Virginia
$19K
TF
488
Tompkins Financial
New York
$19K +$2.23K +85 +14%
MCM
489
Manchester Capital Management
Vermont
$18K
Envestnet Asset Management
490
Envestnet Asset Management
Illinois
$17K -$12.1K -460 -42%
MAM
491
Mizuho Asset Management
Japan
$16K
FNBT
492
FineMark National Bank & Trust
Florida
$15K -$25.5K -972 -63%
PTC
493
Private Trust Company
Ohio
$14K +$1.68K +64 +14%
Manulife (Manufacturers Life Insurance)
494
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K -$201K -7,646 -2%
DADC
495
D.A. Davidson & Co
Montana
$12K
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.5K +401 New
ECM
497
Estabrook Capital Management
New York
$10.8K
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$841 +32 +10%
WA
499
Waverly Advisors
Alabama
$10K +$9.98K +380 New
HMS
500
Hanseatic Management Services
New Mexico
$9K -$1.76K -67 -17%

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.