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Xerox
XRX

551 hedge funds and large institutions have $11.9B invested in Xerox in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 245 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

18% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $38.4M

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $10.8B → $11.9B (+$1.07B)

1% more funds holding

Funds holding: 547 → 551 (+4)

0.4% more ownership

Funds ownership: 30.63% → 31.03% (+0.4%)

33% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 245

Holders
551
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
15.84%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
58
Increased
164
Reduced
245
Closed
51
Calls
$45.4M
Puts
$38.4M
Net Calls
+$7.02M
Net Calls Change
+$6.15M

Top Buyers

1
O
OppenheimerFunds
New York
+$138M
2
Norges Bank
Norges Bank
Norway
+$130M
3
Lazard Asset Management
Lazard Asset Management
New York
+$113M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
2
OCM
Osterweis Capital Management
California
-$45.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$39M
5
SCM
Sterling Capital Management
North Carolina
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
526
Estabrook Capital Management
New York
$9.33K -$3.59K -113 -28%
First Manhattan
527
First Manhattan
New York
$9K – – –
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
WA
529
Waverly Advisors
Alabama
$8K – – –
WRM
530
Westport Resources Management
Connecticut
$7K – – –
FCCM
531
First City Capital Management
Georgia
$6.74K – – –
MA
532
MCF Advisors
Kentucky
$6K – – –
S
533
SignatureFD
Georgia
$6K – – –
TFA
534
Transamerica Financial Advisors
Florida
$6K – – –
NES
535
New England Securities
New York
$6K +$604 +19 +11%
TDC
536
Thompson Davis & Co
Virginia
$6K +$6.04K +190 New
GAM
537
Gemmer Asset Management
California
$5K – – –
LNB
538
Ledyard National Bank
$5K – – –
WA
539
WFG Advisors
Texas
$5K – – –
PSI
540
Pinnacle Summer Investments
Virginia
$5K +$4.35K +137 New
JWA
541
JFS Wealth Advisors
Pennsylvania
$5K +$4.83K +152 New
CAW
542
Cornerstone Advisors (Washington)
Washington
$4K – – –
RFS
543
Rockefeller Financial Services
New York
$4K +$3.5K +110 New
OC
544
Oakworth Capital
Alabama
$2K -$2.67K -84 -61%
CFA
545
Carroll Financial Associates
North Carolina
$2K – – –
PI
546
PineBridge Investments
New York
$2K – – –
IC
547
IKOS CIF
Cyprus
$1K -$162K -5,093 -99%
ARMC
548
American Research & Management Company
Massachusetts
$1K – – –
HCC
549
Hirtle Callaghan & Co
Pennsylvania
$1K – – –
HI
550
Hudock Inc
Pennsylvania
$1K – – –
20 21
22
23 24

XRX Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2014, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XRX positions and 51 closed out — a net gain of 7 holders — while 164 added to existing stakes and 245 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $138M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 551 institutional investors held Xerox (XRX) as of Q2 2014, up from 547 in Q1 2014.
  • Funds reported $11.9B of Xerox stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 58 funds opened new Xerox positions in Q2 2014 and 51 closed out, a net change of +7 holders.
  • The largest Xerox buyer in Q2 2014 was OppenheimerFunds, an estimated $138M added.
  • The largest Xerox seller in Q2 2014 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2014.