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440 hedge funds and large institutions have $5.57B invested in Xerox in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 146 increasing their positions, 165 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 70

1.42% less ownership

Funds ownership: 86.02%84.6% (-1.4%)

2% less funds holding

Funds holding: 448440 (-8)

12% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 165

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less capital invested

Capital invested by funds: $6.79B → $5.57B (-$1.22B)

60% less call options, than puts

Call options by funds: $46M | Put options by funds: $114M

Holders
440
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
9.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
65
Increased
146
Reduced
165
Closed
70
Calls
$46M
Puts
$114M
Net Calls
-$68.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
476
Canandaigua National Bank & Trust
New York
-$224K -6,315 Closed
CBB
477
Citizens Business Bank
California
-$221K -6,250 Closed
LJAC
478
L.J. Altfest & Co
New York
-$219K -6,196 Closed
BTS
479
BB&T Securities
Virginia
-$203K -5,754 Closed
TAM
480
Tiverton Asset Management
Delaware
-$86K -2,423 Closed
BFEC
481
Benjamin F. Edwards & Company
Missouri
-$60K -1,681 Closed
Simplex Trading
482
Simplex Trading
Illinois
-$34.5K -1,100 Closed
ESB
483
Essex Savings Bank
Connecticut
-$35K -1,000 Closed
RIA
484
Realta Investment Advisors
Delaware
-$32K -959 Closed
PCP
485
Proficio Capital Partners
Massachusetts
-$29K -821 Closed
TPWA
486
TRUE Private Wealth Advisors
Oregon
-$21K -601 Closed
PCFFS
487
Pacific Center for Financial Services
California
-$18K -500 Closed
CAW
488
Cornerstone Advisors (Washington)
Washington
-$15K -411 Closed
TCOV
489
Trust Company of Vermont
Vermont
-$12K -350 Closed
MWM
490
Mascoma Wealth Management
New Hampshire
-$12K -341 Closed
YWP
491
YorkBridge Wealth Partners
New York
-$11K -300 Closed
CFGS
492
Concourse Financial Group Securities
Alabama
-$8.24K -263 Closed
NCM
493
Next Capital Management
New York
-$7K -186 Closed
FMII
494
Farmers & Merchants Investments Inc
Nebraska
-$6K -175 Closed
PMFA
495
Plante Moran Financial Advisors
Michigan
-$5K -153 Closed
FGAM
496
Financial Gravity Asset Management
Texas
-$2.85K -91 -99%
AOWM
497
Alpha Omega Wealth Management
Virginia
-$3K -76 Closed
WB
498
Webster Bank
Connecticut
-$2K -49 Closed
AC
499
Avestar Capital
New York
-$1K -48 Closed
W
500
WealthStone
Ohio
-$1.56K -44 Closed

XRX Hedge Fund Activity: Q3 2019 in Review

440 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2019, worth a combined $5.57B — down 18% from $6.79B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of XRX and 65 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 146 added.

The largest buyer was Bank of New York Mellon, adding an estimated $53.7M. The largest seller was Ameriprise, cutting an estimated $95.1M.

  • 440 institutional investors held Xerox (XRX) as of Q3 2019, down from 448 in Q2 2019.
  • Funds reported $5.57B of Xerox stock for Q3 2019, down 18% quarter-over-quarter.
  • 65 funds opened new Xerox positions in Q3 2019 and 70 closed out, a net change of -5 holders.
  • The largest Xerox buyer in Q3 2019 was Bank of New York Mellon, an estimated $53.7M added.
  • The largest Xerox seller in Q3 2019 was Ameriprise, an estimated $95.1M sold.

Based on aggregated 13F filings for Q3 2019.