Xerox
XRX
566 hedge funds and large institutions have $12.5B invested in Xerox in 2014 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 185 increasing their positions, 244 reducing their positions, and 31 closing their positions.
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
5% more capital invested
Capital invested by funds: $11.9B → $12.5B (+$607M)
3% more funds holding
Funds holding: 552 → 566 (+14)
0.03% more ownership
Funds ownership: 31.03% → 31.06% (+0.03%)
15% less call options, than puts
Call options by funds: $40.8M | Put options by funds: $48.1M
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
24% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 244
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$156M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$124M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$84.8M |
| 4 |
Lazard Asset Management
New York
|
+$71.3M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$187M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$143M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$126M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$87.9M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$60.7M |
XRX Hedge Fund Activity: Q3 2014 in Review
566 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2014, worth a combined $12.5B — up 5.1% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new XRX positions and 31 closed out — a net gain of 20 holders — while 185 added to existing stakes and 244 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $156M. The largest seller was Fidelity Investments, cutting an estimated $187M.
- 566 institutional investors held Xerox (XRX) as of Q3 2014, up from 552 in Q2 2014.
- Funds reported $12.5B of Xerox stock for Q3 2014, up 5.1% quarter-over-quarter.
- 51 funds opened new Xerox positions in Q3 2014 and 31 closed out, a net change of +20 holders.
- The largest Xerox buyer in Q3 2014 was OppenheimerFunds, an estimated $156M added.
- The largest Xerox seller in Q3 2014 was Fidelity Investments, an estimated $187M sold.
Based on aggregated 13F filings for Q3 2014.