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554 hedge funds and large institutions have $7.24B invested in Xerox in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 203 increasing their positions, 175 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

16% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 175

5% more funds holding

Funds holding: 529554 (+25)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 31.99%31.4% (-0.59%)

15% less capital invested

Capital invested by funds: $8.56B → $7.24B (-$1.33B)

56% less call options, than puts

Call options by funds: $6.5M | Put options by funds: $14.7M

Holders
554
Holders Change
+25
Holders Change %
+4.73%
% of All Funds
13.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
106
Increased
203
Reduced
175
Closed
71
Calls
$6.5M
Puts
$14.7M
Net Calls
-$8.24M
Net Calls Change
-$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$23K +$2.14K +86 +9%
PWM
477
Perigon Wealth Management
California
$22K +$5.88K +236 +27%
BTIS
478
BB&T Investment Services
North Carolina
$22K +$23.6K +949 New
PIA
479
Piedmont Investment Advisors
North Carolina
$21.1K +$22.6K +908 +11,350%
First Manhattan
480
First Manhattan
New York
$19K
Loomis, Sayles & Company
481
Loomis, Sayles & Company
Massachusetts
$19K +$10.1K +407 +101%
IIC
482
Integrated Investment Consultants
Michigan
$18K -$101K -4,051 -84%
HCC
483
Hirtle Callaghan & Co
Pennsylvania
$18K -$12.2K -488 -39%
MA
484
MUFG Americas
New York
$18K +$4.73K +190 +32%
SLF
485
Sun Life Financial
Ontario, Canada
$17.4K +$1.44K +58 New
Bessemer Group
486
Bessemer Group
New Jersey
$16K -$24K -962 -58%
KT
487
Kanaly Trust
Texas
$16K -$7.2K -289 -30%
SNT
488
Security National Trust
West Virginia
$16K
PA
489
Parallel Advisors
California
$15K +$16.7K +669 New
QCG
490
Quadrant Capital Group
Ohio
$14K -$4.73K -190 -22%
SFG
491
SevenBridge Financial Group
Pennsylvania
$14K
MRCM
492
M&R Capital Management
New Jersey
$11K -$1.02K -41 -8%
YWP
493
YorkBridge Wealth Partners
New York
$11K +$11.3K +455 New
BBHC
494
Brown Brothers Harriman & Co
New York
$10K
ZB
495
Zions Bancorporation
Utah
$10K +$2.86K +115 +39%
SFS
496
Sowell Financial Services
Arkansas
$10K +$13.2K +529 New
CLOS
497
Compagnie Lombard Odier SCmA
Switzerland
$9K
TF
498
Tompkins Financial
New York
$9K
AIL
499
AGF Investments LLC
Ontario, Canada
$9K +$11.8K +472 New
PFSC
500
Peoples Financial Services Corp
Pennsylvania
$8K

XRX Hedge Fund Activity: Q4 2016 in Review

554 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2016, worth a combined $7.24B — down 15% from $8.56B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new XRX positions and 71 closed out — a net gain of 35 holders — while 203 added to existing stakes and 175 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $65.1M. The largest seller was Macquarie Group, cutting an estimated $612M.

  • 554 institutional investors held Xerox (XRX) as of Q4 2016, up from 529 in Q3 2016.
  • Funds reported $7.24B of Xerox stock for Q4 2016, down 15% quarter-over-quarter.
  • 106 funds opened new Xerox positions in Q4 2016 and 71 closed out, a net change of +35 holders.
  • The largest Xerox buyer in Q4 2016 was Renaissance Technologies, an estimated $65.1M added.
  • The largest Xerox seller in Q4 2016 was Macquarie Group, an estimated $612M sold.

Based on aggregated 13F filings for Q4 2016.