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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
ASRS
201
Arizona State Retirement System
Arizona
$3.5M -$105K -3,985 -3%
SAM
202
Shell Asset Management
Netherlands
$3.45M +$403K +15,326 +14%
CBOA
203
Commonwealth Bank of Australia
Australia
$3.42M +$123K +4,667 +4%
SGCA
204
Steel Grove Capital Advisors
Tennessee
$3.41M -$135K -5,121 -4%
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$3.37M +$2.18M +83,078 +202%
ANI
206
American National Insurance
Texas
$3.33M
CF
207
CNA Financial
Illinois
$3.27M -$2.12M -80,672 -40%
LAM
208
Lingohr Asset Management
Germany
$3.26M +$1.09M +41,632 +53%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$3.25M -$19.6K -747 -0.6%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.22M -$321K -12,221 -9%
EIM
211
ExxonMobil Investment Management
Texas
$3.17M -$331K -12,593 -10%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$3.11M +$1.51M +57,495 +101%
SCM
213
SKBA Capital Management
California
$3.1M -$900K -34,261 -23%
Parallax Volatility Advisers
214
Parallax Volatility Advisers
California
$3M +$2.73M +103,938 +1,542%
GOFM
215
GGC Opportunity Fund Management
California
$3M
RCM
216
Riverhead Capital Management
Delaware
$3M +$2.01M +76,427 +224%
LCS
217
Levin Capital Strategies
New York
$2.98M -$2.56M -97,393 -47%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$2.92M -$51.8K -1,972 -2%
CAM
219
Capstone Asset Management
Texas
$2.86M -$43.3K -1,648 -2%
Royal London Asset Management
220
Royal London Asset Management
United Kingdom
$2.82M +$28.5K +1,085 +1%
SAM
221
Symphony Asset Management
California
$2.75M +$2.67M +101,607 New
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$2.75M +$135K +5,136 +5%
B
223
Barings
North Carolina
$2.72M +$488K +18,558 +23%
IHL
224
Investment House LLC
California
$2.72M +$112K +4,279 +4%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$2.67M -$654K -24,897 -20%

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.