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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
First Manhattan
501
First Manhattan
New York
$8K
RFA
502
Reilly Financial Advisors
California
$8K
WA
503
WFG Advisors
Texas
$8K
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$8K +$919 +35 +14%
FWM
505
Focused Wealth Management
New York
$8K +$7.72K +294 New
CPS
506
Counsel Portfolio Services
Ontario, Canada
$7.2K +$6.22M +236,941 +832%
MA
507
MCF Advisors
Kentucky
$6K
WRM
508
Westport Resources Management
Connecticut
$6K
ITIM
509
Indiana Trust & Investment Management
Indiana
$6K +$5.99K +228 New
AC
510
Alexandria Capital
Virginia
$5K
S
511
SignatureFD
Georgia
$5K +$4.18K +159 +1,223%
TFA
512
Transamerica Financial Advisors
Florida
$5K +$4.36K +166 New
1IC
513
1919 Investment Counsel
Maryland
$4K -$11K -419 -78%
RIA
514
Regal Investment Advisors
Michigan
$4K +$26 +1 +0.7%
FANJ
515
Financial Architects (New Jersey)
New Jersey
$3K +$3.39K +129 New
EWM
516
Elite Wealth Management
Washington
$2K
NES
517
New England Securities
New York
$2K
PMFA
518
Plante Moran Financial Advisors
Michigan
$2K
HI
519
Hudock Inc
Pennsylvania
$1K
CAW
520
Cornerstone Advisors (Washington)
Washington
$1K +$946 +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

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.