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335 hedge funds and large institutions have $2.08B invested in Xerox in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

8% more funds holding

Funds holding: 310335 (+25)

5.82% more ownership

Funds ownership: 87.7%93.52% (+5.8%)

5% more capital invested

Capital invested by funds: $1.98B → $2.08B (+$103M)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

30% less call options, than puts

Call options by funds: $97.8M | Put options by funds: $139M

Holders
335
Holders Change
+25
Holders Change %
+8.06%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
111
Reduced
105
Closed
35
Calls
$97.8M
Puts
$139M
Net Calls
-$41.7M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
201
Portman Square Capital
United Kingdom
$262K +$258K +14,652 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$259K +$5.66K +322 +2%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$250K -$713K -40,586 -74%
Creative Planning
204
Creative Planning
Kansas
$248K +$244K +13,867 New
CAMG
205
CWA Asset Management Group
Florida
$247K -$28.4K -1,614 -10%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$239K +$6.71K +382 +3%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$236K +$232K +13,187 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$235K +$6.98K +397 +3%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$229K -$2.2K -125 -1%
VT
210
Vise Technologies
New York
$227K -$51.3K -2,917 -19%
OR
211
Olympiad Research
Connecticut
$226K +$222K +12,620 New
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$222K +$218K +12,396 New
ECM
213
Evergreen Capital Management
Washington
$219K -$17.2K -977 -7%
AIP
214
Ameritas Investment Partners
Nebraska
$217K
PWA
215
Provenance Wealth Advisors
Florida
$213K +$209K +11,882 New
VI
216
Vestcor Inc
New Brunswick, Canada
$210K
DM
217
Deerfield Management
New York
$208K +$204K +11,607 New
TC
218
TradeLink Capital
Illinois
$206K +$202K +11,504 New
Osaic Holdings
219
Osaic Holdings
Arizona
$205K -$21.3K -1,211 -10%
NSEDCP
220
NJ State Employees Deferred Compensation Plan
New Jersey
$197K
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$192K -$1.73M -98,279 -90%
VA
222
Vident Advisory
Georgia
$190K +$187K +10,628 New
Brown Advisory
223
Brown Advisory
Maryland
$189K -$70.3K -4,000 -27%
C
224
Covestor
United Kingdom
$188K +$25.7K +1,464 +16%
VI
225
Versor Investments
New York
$187K +$184K +10,447 New

XRX Hedge Fund Activity: Q1 2024 in Review

335 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2024, worth a combined $2.08B — up 5.2% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new XRX positions and 35 closed out — a net gain of 28 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $84M. The largest seller was AQR Capital Management, cutting an estimated $12.1M.

  • 335 institutional investors held Xerox (XRX) as of Q1 2024, up from 310 in Q4 2023.
  • Funds reported $2.08B of Xerox stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 63 funds opened new Xerox positions in Q1 2024 and 35 closed out, a net change of +28 holders.
  • The largest Xerox buyer in Q1 2024 was Pacer Advisors, an estimated $84M added.
  • The largest Xerox seller in Q1 2024 was AQR Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2024.