Xerox
XRX
552 hedge funds and large institutions have $11.9B invested in Xerox in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 164 increasing their positions, 245 reducing their positions, and 51 closing their positions.
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
18% more call options, than puts
Call options by funds: $46M | Put options by funds: $38.8M
16% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 51
10% more capital invested
Capital invested by funds: $10.8B → $11.9B (+$1.07B)
1% more funds holding
Funds holding: 547 → 552 (+5)
0.4% more ownership
Funds ownership: 30.63% → 31.03% (+0.4%)
33% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 245
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$138M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$130M |
| 3 |
Lazard Asset Management
New York
|
+$113M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$71.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$103M |
| 2 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$45.5M |
| 3 |
Neuberger Berman Group
New York
|
-$43.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$39M |
| 5 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$32.4M |
XRX Hedge Fund Activity: Q2 2014 in Review
552 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2014, worth a combined $11.9B — up 9.9% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new XRX positions and 51 closed out — a net gain of 8 holders — while 164 added to existing stakes and 245 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $138M. The largest seller was Wellington Management Group, cutting an estimated $103M.
- 552 institutional investors held Xerox (XRX) as of Q2 2014, up from 547 in Q1 2014.
- Funds reported $11.9B of Xerox stock for Q2 2014, up 9.9% quarter-over-quarter.
- 59 funds opened new Xerox positions in Q2 2014 and 51 closed out, a net change of +8 holders.
- The largest Xerox buyer in Q2 2014 was OppenheimerFunds, an estimated $138M added.
- The largest Xerox seller in Q2 2014 was Wellington Management Group, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2014.