We are live on ! Find out more

491 hedge funds and large institutions have $6.22B invested in Xerox in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

39% more call options, than puts

Call options by funds: $78.2M | Put options by funds: $56.1M

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

1% more funds holding

Funds holding: 484491 (+7)

3% less capital invested

Capital invested by funds: $6.39B → $6.22B (-$174M)

1.29% less ownership

Funds ownership: 86.12%84.83% (-1.3%)

26% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 193

Holders
491
Holders Change
+7
Holders Change %
+1.45%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
69
Increased
142
Reduced
193
Closed
56
Calls
$78.2M
Puts
$56.1M
Net Calls
+$22.1M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$22.5M +$7.8M +253,584 +48%
IIM
52
Ivory Investment Management
New York
$21.6M -$1.94M -62,964 -8%
N
53
Natixis
France
$21M -$2.1M -68,394 -9%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$20.6M +$1.65M +53,779 +8%
Bank of America
55
Bank of America
North Carolina
$20.2M +$3.34M +108,534 +18%
Swiss National Bank
56
Swiss National Bank
Switzerland
$19.9M -$3.18M -103,500 -13%
CS
57
Credit Suisse
Switzerland
$19.6M -$2.61M -84,764 -11%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$19.3M +$375K +12,189 +2%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$19.3M +$4.23M +137,400 +26%
PAM
60
Panagora Asset Management
Massachusetts
$18.6M -$42.3M -1,376,768 -68%
DF
61
Donoghue Forlines
Massachusetts
$17.2M -$113K -3,660 -0.6%
Allianz Asset Management
62
Allianz Asset Management
Germany
$17M +$2.67M +86,760 +17%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$16.3M -$6.82M -221,765 -28%
Skandinaviska Enskilda Banken (SEB)
64
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.9M +$16.9M +550,760 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$15.5M -$10.3M -335,173 -38%
KBC Group
66
KBC Group
Belgium
$15M -$11.5M -373,099 -42%
WIC
67
Water Island Capital
New York
$13.6M +$14.5M +472,418 New
PI
68
Putnam Investments
Massachusetts
$12.6M -$14.3M -464,986 -51%
HI
69
HBK Investments
Texas
$12.4M +$11.1M +359,800 +511%
Barclays
70
Barclays
United Kingdom
$11.8M -$6.87M -223,299 -35%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$11.8M -$376K -12,238 -3%
SM
72
Scoggin Management
New York
$11.5M +$12.3M +400,000 New
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$11M +$58.4K +1,900 +0.5%
PP
74
Prudential plc
United Kingdom
$10.7M +$931K +30,271 +9%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$10.4M -$564K -18,328 -5%

XRX Hedge Fund Activity: Q1 2018 in Review

491 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2018, worth a combined $6.22B — down 2.7% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XRX positions and 56 closed out — a net gain of 13 holders — while 142 added to existing stakes and 193 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $193M. The largest seller was AQR Capital Management, cutting an estimated $141M.

  • 491 institutional investors held Xerox (XRX) as of Q1 2018, up from 484 in Q4 2017.
  • Funds reported $6.22B of Xerox stock for Q1 2018, down 2.7% quarter-over-quarter.
  • 69 funds opened new Xerox positions in Q1 2018 and 56 closed out, a net change of +13 holders.
  • The largest Xerox buyer in Q1 2018 was Boston Partners, an estimated $193M added.
  • The largest Xerox seller in Q1 2018 was AQR Capital Management, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.