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Xerox
XRX

547 hedge funds and large institutions have $10.8B invested in Xerox in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 174 increasing their positions, 239 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

3% more funds holding

Funds holding: 532 → 547 (+15)

2% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $38.5M

0.47% more ownership

Funds ownership: 30.16% → 30.63% (+0.47%)

9% less capital invested

Capital invested by funds: $11.9B → $10.8B (-$1.09B)

27% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 239

67% less funds holding in top 10

Funds holding in top 10: 18 → 6 (-12)

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
15.8%
Holding in Top 10
6
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-66.67%
% of All Funds
0.17%
New
61
Increased
174
Reduced
239
Closed
38
Calls
$39.4M
Puts
$38.5M
Net Calls
+$868K
Net Calls Change
+$15.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$173M
2
Lazard Asset Management
Lazard Asset Management
New York
+$155M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$91.8M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$476M
2
GCM
Glenview Capital Management
New York
-$114M
3
MCM
Munder Capital Management
Michigan
-$96.2M
4
ACA
Anchor Capital Advisors
Massachusetts
-$78.6M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$66.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$831M -$29.4M -1,002,511 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$762M -$40.3M -1,376,455 -5%
Franklin Resources
3
Franklin Resources
California
$702M -$1.98M -67,703 -0.3%
BIT
4
BlackRock Institutional Trust
California
$423M -$33.9M -1,156,143 -8%
Macquarie Group
5
Macquarie Group
Australia
$418M +$20M +681,642 +5%
Allianz Asset Management
6
Allianz Asset Management
Germany
$376M -$17.5M -596,397 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$347M +$135M +4,599,786 +65%
Goldman Sachs
8
Goldman Sachs
New York
$283M +$173M +5,907,455 +164%
AllianceBernstein
9
AllianceBernstein
Tennessee
$282M +$91.8M +3,133,694 +49%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$262M +$41.5M +1,417,388 +19%
LSV Asset Management
11
LSV Asset Management
Illinois
$257M +$624K +21,291 +0.2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$240M +$123M +4,202,590 +109%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$196M -$2.05M -70,118 -1%
Northern Trust
14
Northern Trust
Illinois
$193M +$5.98M +204,126 +3%
BFA
15
BlackRock Fund Advisors
California
$175M -$10.5M -358,247 -6%
Lazard Asset Management
16
Lazard Asset Management
New York
$157M +$155M +5,283,963 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$148M +$5.24M +178,946 +4%
BG
18
BlackRock Group
United Kingdom
$122M -$489K -16,679 -0.4%
Norges Bank
19
Norges Bank
Norway
$122M -$2.58M -88,078 -2%
Axa
20
Axa
France
$108M -$178K -6,076 -0.2%
TCIM
21
TIAA CREF Investment Management
New York
$107M -$15.8M -540,125 -13%
Ameriprise
22
Ameriprise
Minnesota
$106M -$18.4M -629,726 -15%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$97.9M -$3.09M -105,419 -3%
SCM
24
Sterling Capital Management
North Carolina
$97.6M +$1.59M +54,346 +2%
MAA
25
Managed Account Advisors
New Jersey
$95.5M -$7.69M -262,543 -8%
1
2 3 4 5

XRX Hedge Fund Activity: Q1 2014 in Review

547 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2014, worth a combined $10.8B — down 9.2% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new XRX positions and 38 closed out — a net gain of 23 holders — while 174 added to existing stakes and 239 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was Dodge & Cox, cutting an estimated $476M.

  • 547 institutional investors held Xerox (XRX) as of Q1 2014, up from 532 in Q4 2013.
  • Funds reported $10.8B of Xerox stock for Q1 2014, down 9.2% quarter-over-quarter.
  • 61 funds opened new Xerox positions in Q1 2014 and 38 closed out, a net change of +23 holders.
  • The largest Xerox buyer in Q1 2014 was Goldman Sachs, an estimated $173M added.
  • The largest Xerox seller in Q1 2014 was Dodge & Cox, an estimated $476M sold.

Based on aggregated 13F filings for Q1 2014.