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Xerox
XRX

Overview Fund Activity

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
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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$137M
2
BIT
BlackRock Institutional Trust
California
$425M
3
AllianceBernstein
AllianceBernstein
Tennessee
$89.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$57.9M
5
Charles Schwab
Charles Schwab
California
$101M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$512M
2
GCM
Glenview Capital Management
New York
$259M
3
FPA
First Pacific Advisors
California
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$367M
5
Citadel Advisors
Citadel Advisors
Florida
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
501
Reilly Financial Advisors
California
$8K – – –
First Manhattan
502
First Manhattan
New York
$8K – – –
WA
503
WFG Advisors
Texas
$8K – – –
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$8K +$976 +35 +14%
FWM
505
Focused Wealth Management
New York
$8K +$8K +294 New
CPS
506
Counsel Portfolio Services
Ontario, Canada
$7.2K +$6.42K +236,941 +832%
WRM
507
Westport Resources Management
Connecticut
$6K – – –
MA
508
MCF Advisors
Kentucky
$6K – – –
ITIM
509
Indiana Trust & Investment Management
Indiana
$6K +$6K +228 New
AC
510
Alexandria Capital
Virginia
$5K – – –
S
511
SignatureFD
Georgia
$5K +$4.62K +159 +1,223%
TFA
512
Transamerica Financial Advisors
Florida
$5K +$5K +166 New
1IC
513
1919 Investment Counsel
Maryland
$4K -$14.6K -419 -78%
RIA
514
Regal Investment Advisors
Michigan
$4K +$26 +1 +0.7%
FANJ
515
Financial Architects (New Jersey)
New Jersey
$3K +$3K +129 New
PMFA
516
Plante Moran Financial Advisors
Michigan
$2K – – –
NES
517
New England Securities
New York
$2K – – –
EWM
518
Elite Wealth Management
Washington
$2K – – –
HI
519
Hudock Inc
Pennsylvania
$1K – – –
CAW
520
Cornerstone Advisors (Washington)
Washington
$1K +$1K +36 New
FPA
521
First Pacific Advisors
California
– -$65.8M -2,751,868 Closed
AAA
522
Alpine Associates Advisors
New Jersey
– -$21.4M -896,863 Closed
NRC
523
North Run Capital
Massachusetts
– -$12.4M -519,915 Closed
ZIM
524
Zacks Investment Management
Illinois
– -$8.27M -346,035 Closed
BA
525
Bridgewater Associates
Connecticut
– -$7.52M -314,491 Closed
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