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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$10.1M +$2.29M +87,323 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
127
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.54M -$1.85M -70,511 -17%
PP
128
Prospector Partners
Connecticut
$9.52M -$648K -24,667 -7%
N
129
Nuveen
North Carolina
$9.37M +$6.93M +263,994 +324%
6CM
130
683 Capital Management
New York
$9.26M
ARC
131
Absolute Return Capital
Massachusetts
$9.23M -$213K -8,098 -2%
PI
132
PGGM Investments
Netherlands
$9.15M +$446K +16,970 +5%
RC
133
RegentAtlantic Capital
New Jersey
$9.05M +$187K +7,117 +2%
GAM
134
Gotham Asset Management
New York
$9.02M +$3.15M +119,748 +56%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$9.01M +$4.47M +170,011 +105%
PI
136
PineBridge Investments
New York
$8.82M +$1.87M +71,066 +28%
WJA
137
Williams Jones & Associates
New York
$8.82M -$4.65M -176,992 -35%
CA
138
Commerzbank Aktiengesellschaft
Germany
$8.69M -$1.26M -47,876 -13%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$8.67M -$281K -10,696 -3%
LBG
140
Lloyds Banking Group
United Kingdom
$8.57M +$3.09M +117,552 +59%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.55M +$1.27M +48,169 +18%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$8.45M -$180K -6,843 -2%
NI
143
Numeric Investors
Massachusetts
$8.17M +$7.91M +301,209 New
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$8.05M +$5.52M +210,243 +243%
V
145
ValueWorks
New York
$7.82M -$9.51K -362 -0.1%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$7.56M -$457K -17,401 -6%
STC
147
SEI Trust Company
Pennsylvania
$7.38M +$1.17M +44,394 +20%
IGIM
148
I.G. Investment Management
Manitoba, Canada
$7.29M +$7.07M +268,990 New
ST
149
Spot Trading
Illinois
$7.16M +$938K +35,711 +16%
PAMU
150
Pictet Asset Management (UK)
United Kingdom
$7.13M -$8.96K -341 -0.1%

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.