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
UBS AM
51
UBS AM
Illinois
$38.4M +$213K +8,111 +0.6%
FAM
52
Fred Alger Management
New York
$38.3M +$37.1M +1,414,170 New
CS
53
Credit Suisse
Switzerland
$37.9M +$11.3M +429,273 +44%
PFC
54
Poplar Forest Capital
California
$36.5M +$1.83M +69,759 +5%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$36.4M -$220K -8,367 -0.6%
APG Asset Management
56
APG Asset Management
Netherlands
$36.1M -$3.06M -116,351 -8%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$35.7M -$2.11M -80,151 -6%
NFA
58
Nationwide Fund Advisors
Ohio
$35.2M +$29.5M +1,121,876 +636%
RFC
59
Russell Frank Company
Washington
$35.1M +$1.13M +43,167 +3%
Barclays
60
Barclays
United Kingdom
$33.9M +$5.57M +211,998 +20%
Deutsche Bank
61
Deutsche Bank
Germany
$33.6M -$6.53M -248,610 -17%
PMG
62
Private Management Group
California
$32.7M -$587K -22,332 -2%
BIM
63
BlackRock Investment Management
Delaware
$30.3M +$5.06M +192,528 +21%
Invesco
64
Invesco
Georgia
$30.3M +$8.55M +325,625 +41%
Prudential Financial
65
Prudential Financial
New Jersey
$28.5M -$4.12M -156,665 -13%
O
66
OppenheimerFunds
New York
$28.4M +$1.69M +64,427 +7%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$28.2M -$1.64M -62,399 -6%
PI
68
Putnam Investments
Massachusetts
$27.7M -$82K -3,121 -0.3%
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$27.4M +$26.5M +1,009,584 New
GC
70
Guggenheim Capital
Illinois
$26.6M +$3.06M +116,436 +13%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$25.6M -$2.58M -98,069 -9%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$25.2M -$3.06M -116,659 -11%
PPA
73
Parametric Portfolio Associates
Washington
$25.1M +$1.49M +56,767 +7%
WCM
74
Winton Capital Management
United Kingdom
$24.5M +$8.66M +329,765 +57%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$24.1M +$5.14M +195,822 +28%

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.