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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
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M +$162K +5,085 +1%
Swiss National Bank
102
Swiss National Bank
Switzerland
$13.6M -$440K -13,852 -3%
OAC
103
OMERS Administration Corp
Ontario, Canada
$13M +$12.6M +396,236 New
ACI
104
AMP Capital Investors
Australia
$12.9M -$2.44M -76,783 -16%
EBSAM
105
Eubel Brady & Suttman Asset Management
Ohio
$12.5M -$264K -8,307 -2%
N
106
Nuveen
North Carolina
$12.3M +$3.71M +116,746 +45%
PI
107
PGGM Investments
Netherlands
$11.6M +$415K +13,065 +4%
IGIM
108
I.G. Investment Management
Manitoba, Canada
$11.6M +$1.04M +32,876 +10%
STC
109
SEI Trust Company
Pennsylvania
$11.3M -$311K -9,791 -3%
RC
110
RegentAtlantic Capital
New Jersey
$11.3M +$264K +8,308 +2%
SFM
111
Systematic Financial Management
New Jersey
$10.9M -$4.59M -144,326 -30%
BIM
112
Bogle Investment Management
Massachusetts
$10.9M +$10.6M +332,354 New
AAM
113
Aberdeen Asset Management
United Kingdom
$10.7M +$8.93M +280,996 +634%
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$10.4M -$2.71M -85,358 -21%
ARC
115
Absolute Return Capital
Massachusetts
$10.3M -$4.95M -155,831 -33%
US Bancorp
116
US Bancorp
Minnesota
$10.2M +$1.09M +34,367 +12%
Aviva
117
Aviva
United Kingdom
$9.99M +$514K +16,187 +6%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$9.94M -$851K -26,792 -8%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$9.85M -$394K -12,397 -4%
EARNEST Partners
120
EARNEST Partners
Georgia
$9.79M -$46.1K -1,450 -0.5%
Two Sigma Investments
121
Two Sigma Investments
New York
$9.78M -$23.1M -726,671 -71%
KLC
122
Knowledge Leaders Capital
Colorado
$9.61M -$720K -22,674 -7%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$9.56M +$7.72K +243 +0.1%
QBFM
124
QS Batterymarch Financial Management
New York
$9.55M +$8.55M +269,097 +1,215%
V
125
ValueWorks
New York
$9.49M -$6.29K -198 -0.1%
3 4
5
6 7

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.