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
State Street
1
State Street
Massachusetts
$773M -$22.5M -856,550 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$738M +$33.3M +1,267,378 +5%
Franklin Resources
3
Franklin Resources
California
$654M -$13M -495,759 -2%
Dodge & Cox
4
Dodge & Cox
California
$512M -$625M -23,785,586 -56%
BIT
5
BlackRock Institutional Trust
California
$425M +$74.1M +2,822,636 +22%
Allianz Asset Management
6
Allianz Asset Management
Germany
$367M -$54.9M -2,088,669 -13%
Macquarie Group
7
Macquarie Group
Australia
$352M +$2.63M +99,997 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$331M +$5.43M +206,772 +2%
GCM
9
Glenview Capital Management
New York
$259M -$74.6M -2,839,913 -23%
LSV Asset Management
10
LSV Asset Management
Illinois
$232M +$8.07M +307,281 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$231M +$307K +11,696 +0.1%
Northern Trust
12
Northern Trust
Illinois
$173M -$11.1M -421,357 -6%
BFA
13
BlackRock Fund Advisors
California
$163M +$4.29M +163,181 +3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$137M +$132M +5,037,409 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$132M -$1.02M -38,725 -0.8%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$124M -$19.1M -727,076 -14%
BG
17
BlackRock Group
United Kingdom
$119M +$32.1M +1,221,518 +39%
Norges Bank
18
Norges Bank
Norway
$116M +$3.41M +129,749 +3%
Ameriprise
19
Ameriprise
Minnesota
$107M -$15.3M -583,789 -13%
TCIM
20
TIAA CREF Investment Management
New York
$106M -$415K -15,792 -0.4%
Charles Schwab
21
Charles Schwab
California
$101M +$40.2M +1,528,857 +72%
Axa
22
Axa
France
$100M +$7.14M +271,923 +8%
MAA
23
Managed Account Advisors
New Jersey
$97.8M -$2.82M -107,447 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$89.9M +$63.6M +2,419,355 +270%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$86.6M +$831K +31,628 +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.