Xerox
XRX
541 hedge funds and large institutions have $9.5B invested in Xerox in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 64 closing their positions.
0.87% less ownership
Funds ownership: 31.66% → 30.79% (-0.87%)
3% less funds holding
Funds holding: 557 → 541 (-16)
17% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 64
20% less capital invested
Capital invested by funds: $11.9B → $9.5B (-$2.41B)
20% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 221
27% less call options, than puts
Call options by funds: $16.4M | Put options by funds: $22.5M
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$122M |
| 2 |
Lazard Asset Management
New York
|
+$111M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$52.9M |
| 4 |
Two Sigma Investments
New York
|
+$42.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$354M |
| 2 |
Goldman Sachs
New York
|
-$140M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$63.3M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$52.1M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$48.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TNB
601
Thomasville National Bank
Thomasville,
Georgia
| – | -$5K | -152 | Closed |
|
|
CAL
602
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$462 | -14 | Closed |
|
603
Simplex Trading
Chicago,
Illinois
| – | +$928 | +30 | New |
|
XRX Hedge Fund Activity: Q2 2015 in Review
541 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2015, worth a combined $9.5B — down 20% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of XRX and 53 opened new positions — a net loss of 11 holders — while 221 trimmed existing stakes and 176 added.
The largest buyer was Macquarie Group, adding an estimated $122M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.
- 541 institutional investors held Xerox (XRX) as of Q2 2015, down from 557 in Q1 2015.
- Funds reported $9.5B of Xerox stock for Q2 2015, down 20% quarter-over-quarter.
- 53 funds opened new Xerox positions in Q2 2015 and 64 closed out, a net change of -11 holders.
- The largest Xerox buyer in Q2 2015 was Macquarie Group, an estimated $122M added.
- The largest Xerox seller in Q2 2015 was T. Rowe Price Associates, an estimated $354M sold.
Based on aggregated 13F filings for Q2 2015.