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288 hedge funds and large institutions have $1.15B invested in Xerox in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

2.86% less ownership

Funds ownership: 91.52%88.65% (-2.9%)

6% less funds holding

Funds holding: 308288 (-20)

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$177M)

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

34% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $80.5M

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
103
Reduced
97
Closed
62
Calls
$52.8M
Puts
$80.5M
Net Calls
-$27.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
201
West Branch Capital
Massachusetts
$15K
AssetMark Inc
202
AssetMark Inc
California
$14.9K +$5.71K +534 +59%
VFA
203
Virtus Fund Advisers
Connecticut
$13.6K
GI
204
GAMMA Investing
California
$13.4K +$6.53K +610 +89%
TCM
205
Tradewinds Capital Management
Washington
$12K
CFO
206
CVA Family Office
Colorado
$11.7K -$118 -11 -1%
DMBA
207
Deseret Mutual Benefit Administrators
Utah
$11.5K
CA
208
CoreCap Advisors
Michigan
$11.1K +$214 +20 +2%
Bessemer Group
209
Bessemer Group
New Jersey
$11K +$1.18K +110 +11%
HCP
210
Hexagon Capital Partners
Arkansas
$10.4K -$1.86K -174 -15%
NFSG
211
Newbridge Financial Services Group
Florida
$10.4K +$10.7K +1,000 New
WIM
212
Westside Investment Management
California
$10.1K
RA
213
Rise Advisors
New York
$9.49K +$214 +20 +2%
NSIM
214
North Star Investment Management
Illinois
$9.24K
BTI
215
Blue Trust Inc
Georgia
$9.17K -$2.4K -224 -22%
PMAM
216
Picton Mahoney Asset Management
Ontario, Canada
$9K +$8.54K +798 +1,064%
LJHT
217
Laurie J. Hall Trustee
$9K +$9.01K +842 New
CPA
218
Capital Performance Advisors
California
$7.95K +$8.19K +766 New
QC
219
Quent Capital
New York
$7.64K
AF
220
Allworth Financial
California
$7.16K +$4.07K +380 +123%
UB
221
UMB Bank
Missouri
$6.85K +$5.77K +539 +445%
TRCT
222
Tower Research Capital (TRC)
New York
$6.76K -$593K -55,409 -99%
EWA
223
EverSource Wealth Advisors
Alabama
$6.5K +$3.79K +354 +130%
S
224
Sachetta
Massachusetts
$5.19K +$4.28K +400 +400%
CIM
225
Contravisory Investment Management
Massachusetts
$4.89K +$5.04K +471 New

XRX Hedge Fund Activity: Q3 2024 in Review

288 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2024, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of XRX and 45 opened new positions — a net loss of 17 holders — while 97 trimmed existing stakes and 103 added.

The largest buyer was Pacer Advisors, adding an estimated $47M. The largest seller was SG Capital Management, exiting entirely with an estimated $11.8M sold.

  • 288 institutional investors held Xerox (XRX) as of Q3 2024, down from 308 in Q2 2024.
  • Funds reported $1.15B of Xerox stock for Q3 2024, down 13% quarter-over-quarter.
  • 45 funds opened new Xerox positions in Q3 2024 and 62 closed out, a net change of -17 holders.
  • The largest Xerox buyer in Q3 2024 was Pacer Advisors, an estimated $47M added.
  • The largest Xerox seller in Q3 2024 was SG Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.