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
MLM
101
Mount Lucas Management
Pennsylvania
$14.7M +$14.3M +543,657 New
BA
102
Boston Advisors
Massachusetts
$14.5M +$3.2M +121,668 +29%
BCIM
103
British Columbia Investment Management
British Columbia, Canada
$14.2M -$1.08M -41,052 -7%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$13.9M -$298K -11,360 -2%
ACI
105
AMP Capital Investors
Australia
$13.9M +$791K +30,094 +6%
BA
106
BlackRock Advisors
Delaware
$13.3M +$9.89M +376,588 +333%
Aviva
107
Aviva
United Kingdom
$13.1M +$28.1K +1,071 +0.2%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$13M -$2.76M -105,001 -18%
Swiss National Bank
109
Swiss National Bank
Switzerland
$13M +$259K +9,867 +2%
U
110
UBS
Switzerland
$12.8M +$736K +28,030 +6%
Bank of America
111
Bank of America
North Carolina
$12.7M -$65.7K -2,500 -0.5%
First Trust Advisors
112
First Trust Advisors
Illinois
$12.4M +$1.8M +68,666 +18%
SCA
113
SAC Capital Advisors
Connecticut
$12.2M +$11.9M +451,487 New
WBC
114
Westpac Banking Corp
Australia
$12.2M +$2.09M +79,526 +21%
GH
115
GAM Holding
Switzerland
$11.8M +$1.73M +65,754 +18%
DDPIC
116
Deroy & Devereaux Private Investment Counsel
Michigan
$11.7M -$30.6K -1,164 -0.3%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$11.1M +$10.4M +394,686 +2,455%
EBSAM
118
Eubel Brady & Suttman Asset Management
Ohio
$11.1M -$217K -8,268 -2%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$10.9M -$539K -20,507 -5%
Citigroup
120
Citigroup
New York
$10.9M -$3.19M -121,609 -23%
AAF
121
Andra AP-fonden
Sweden
$10.8M +$2.33M +88,614 +29%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$10.6M -$427K -16,267 -4%
Citadel Advisors
123
Citadel Advisors
Florida
$10.5M -$23.3M -886,722 -70%
MAM
124
Meeder Asset Management
Ohio
$10.4M +$446K +16,994 +5%
KCA
125
KR Capital Advisors
New York
$10.3M +$482K +18,356 +5%

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.