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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
BRWA
476
B. Riley Wealth Advisors
Florida
$118K -$1.78K -56 -2%
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$116K -$1.18M -37,143 -91%
CAM
478
ClariVest Asset Management
California
$108K -$1.49K -47 -1%
RNS
479
Robert N. Shapiro
$106K -$16.9K -531 -14%
GIS
480
Guardian Investor Services
New York
$103K -$7.69K -242 -7%
MI
481
Markston International
New York
$98K -$22.2K -698 -19%
NYLT
482
New York Life Trust
New York
$96K -$36K -1,134 -28%
NIM
483
NuWave Investment Management
New Jersey
$94K +$91.3K +2,872 New
CCS
484
Crosspoint Capital Strategies
California
$89K – – –
JIR
485
James Investment Research
Ohio
$87K – – –
GLI
486
Guardian Life Insurance
New York
$79K -$2.35K -74 -3%
FMLI
487
Fukoku Mutual Life Insurance
Japan
$77K – – –
AAM
488
Advisors Asset Management
Colorado
$75K -$4.8K -151 -6%
TC
489
TradeLink Capital
Illinois
$67K -$175K -5,499 -73%
DADC
490
D.A. Davidson & Co
Montana
$66K +$7.85K +247 +14%
SAMC
491
Shinko Asset Management Company
Japan
$64K – – –
TRCT
492
Tower Research Capital (TRC)
New York
$63K +$59.3K +1,866 +2,785%
AAC
493
Asset Advisors Corp
Georgia
$62K – – –
BBHC
494
Brown Brothers Harriman & Co
New York
$58K – – –
MFS
495
MSI Financial Services
Massachusetts
$51K +$12.2K +385 +33%
W
496
Wealthfront
California
$49K +$26.3K +829 +122%
BRWM
497
B. Riley Wealth Management
Tennessee
$47K +$6.04K +190 +15%
MAM
498
Mizuho Asset Management
Japan
$44K +$23.6K +742 +125%
PAS
499
Partnervest Advisory Services
California
$40K – – –
VNB
500
Valley National Bancorp
New York
$40K +$39.2K +1,233 New
18 19
20
21 22

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.