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
PI
176
Placemark Investments
Illinois
$4.93M +$1.28M +48,628 +37%
SOMRS
177
State of Michigan Retirement System
Michigan
$4.85M -$274K -10,436 -6%
CFSG
178
Community Financial Services Group
Vermont
$4.81M +$24.9K +947 +0.5%
HT
179
HAP Trading
New York
$4.76M +$4.61M +175,662 New
Boston Partners
180
Boston Partners
Massachusetts
$4.76M -$77.2K -2,937 -2%
KBC Group
181
KBC Group
Belgium
$4.7M +$1.65M +62,992 +57%
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$4.69M +$1.03M +39,094 +29%
BC
183
Burney Company
Virginia
$4.66M +$608K +23,157 +16%
LTI
184
Laffer Tengler Investments
Tennessee
$4.41M
AIG
185
American International Group
New York
$4.36M -$120K -4,585 -3%
VOAM
186
Vertex One Asset Management
British Columbia, Canada
$4.33M +$3.63M +138,251 +639%
Federated Hermes
187
Federated Hermes
Pennsylvania
$4.14M +$3.38M +128,770 +542%
AWCI
188
Alpine Woods Capital Investors
New York
$4.11M +$3.98M +151,423 New
MHI
189
Miller Howard Investments
New York
$4.09M +$20K +761 +0.5%
US Bancorp
190
US Bancorp
Minnesota
$4.08M +$1.8M +68,519 +83%
TSU
191
TD Securities (USA)
New York
$4.08M -$219K -8,348 -5%
OI
192
Oakbrook Investments
Illinois
$4.05M -$807K -30,721 -17%
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.97M -$363K -13,814 -9%
HIMCH
194
Hartford Investment Management Co (HIMCO)
Connecticut
$3.96M -$109K -4,158 -3%
EA
195
Euclid Advisors
Connecticut
$3.83M +$3.71M +141,341 New
HPC
196
HM Payson & Co
Maine
$3.8M -$6.01M -228,653 -62%
CMBA
197
C.M. Bidwell & Associates
Hawaii
$3.79M -$26.3K -1,002 -0.7%
DCM
198
Dupont Capital Management
Delaware
$3.74M +$122K +4,636 +3%
Jacobs Levy Equity Management
199
Jacobs Levy Equity Management
New Jersey
$3.69M -$8.19M -311,655 -70%
FAF
200
Fjarde Ap-fonden
Sweden
$3.53M -$252K -9,584 -7%

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.