We are live on ! Find out more

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
AI
526
Analytic Investors
California
-$4.47M -187,061 Closed
CIP
527
Convergence Investment Partners
Florida
-$4.18M -174,796 Closed
ARTA
528
A.R.T. Advisors
New York
-$3.25M -136,209 Closed
NMERB
529
New Mexico Educational Retirement Board
New Mexico
-$1.76M -73,836 Closed
CFA
530
Camarda Financial Advisors
Florida
-$1.73M -72,407 Closed
GML
531
Gems Management Ltd
Bahamas
-$1.17M -48,781 Closed
CC
532
Coastland Capital
California
-$698K -29,222 Closed
MSU
533
Maple Securities USA
New Jersey
-$569K -23,788 Closed
AIM
534
abrdn Investment Management
United Kingdom
-$483K -20,190 Closed
CPO
535
Cerity Partners OCIO
New York
-$430K -17,995 Closed
JWA
536
JFS Wealth Advisors
Pennsylvania
-$337K -14,109 Closed
CR
537
Cooperatieve Rabobank
Netherlands
-$273K -11,425 Closed
MIM
538
Marco Investment Management
Georgia
-$175K -7,304 Closed
CMANY
539
Capital Management Associates (New York)
New York
-$166K -6,945 Closed
HCM
540
Highlander Capital Management
New Jersey
-$163K -6,831 Closed
WSCM
541
Wellington Shields Capital Management
New York
-$121K -5,047 Closed
PWPCM
542
Perella Weinberg Partners Capital Management
New York
-$105K -4,379 Closed
PCM
543
Prelude Capital Management
New York
-$91K -3,795 Closed
SKK
544
Shepherd Kaplan Krochuk
Massachusetts
-$91K -3,795 Closed
HF
545
Hoxton Financial
West Virginia
-$13K -539 Closed
BBHC
546
Brown Brothers Harriman & Co
New York
-$5K -230 Closed
PSI
547
Pinnacle Summer Investments
Virginia
-$3K -137 Closed
SMA
548
Simply Money Advisors
Ohio
-$3K -116 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.