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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
BGIM
501
Brandywine Global Investment Management
Pennsylvania
$7K -$8.36M -335,604 -100%
CFA
502
Carroll Financial Associates
North Carolina
$7K
TFO
503
Tarbox Family Office
California
$7K +$473 +19 +7%
HTHT
504
Hemenway Trust Hemenway Trust
New Hampshire
$7K +$7.57K +304 New
MIFH
505
Migdal Insurance & Financial Holdings
Israel
$7K +$7.84K +315 New
WEC
506
Winslow Evans & Crocker
Massachusetts
$6.44K
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
MWM
508
Mascoma Wealth Management
New Hampshire
$6K +$6.28K +252 New
RFA
509
Reilly Financial Advisors
California
$6K +$6.9K +277 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$5K -$1.72K -69 -24%
GI
511
Gradient Investments
Minnesota
$5K
EF
512
Empirical Finance
Pennsylvania
$5K +$4.93K +198 New
ACM
513
Armbruster Capital Management
New York
$5K +$5.03K +202 New
OFW
514
Omnia Family Wealth
Florida
$5K +$5.65K +227 New
CFD
515
Creative Financial Designs
Indiana
$5K +$5.75K +231 New
NFG
516
Next Financial Group
Texas
$4K -$797 -32 -14%
AA
517
Apriem Advisors
California
$4K +$4.26K +171 New
ECM
518
Estabrook Capital Management
New York
$3.49K
HNB
519
Huntington National Bank
Ohio
$3K
NCM
520
Nelson Capital Management
California
$3K
WTB
521
Washington Trust Bank
Washington
$3K +$2.71K +109 +273%
AOWM
522
Alpha Omega Wealth Management
Virginia
$3K +$2.89K +116 New
BRC
523
Bell Rock Capital
Delaware
$3K +$3.44K +138 New
WPA
524
West Paces Advisors
Georgia
$2.12K +$2.29K +92 New
CGT
525
Capital Guardian Trust
California
$2K -$9.21K -370 -82%

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.