Xerox
XRX
577 hedge funds and large institutions have $12.9B invested in Xerox in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 57 closing their positions.
35% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 57
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2% more funds holding
Funds holding: 566 → 577 (+11)
3% more capital invested
Capital invested by funds: $12.5B → $12.9B (+$416M)
0.11% less ownership
Funds ownership: 31.06% → 30.94% (-0.11%)
14% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 227
29% less call options, than puts
Call options by funds: $28.1M | Put options by funds: $39.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$66.2M |
| 2 |
Bank of New York Mellon
New York
|
+$63.2M |
| 3 |
Goldman Sachs
New York
|
+$40.8M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$34.1M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$164M |
| 2 |
O
OppenheimerFunds
New York
|
-$89.8M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$65.9M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$54M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$40.7M |
XRX Hedge Fund Activity: Q4 2014 in Review
577 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2014, worth a combined $12.9B — up 3.3% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new XRX positions and 57 closed out — a net gain of 20 holders — while 195 added to existing stakes and 227 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $66.2M. The largest seller was Wellington Management Group, exiting entirely with an estimated $164M sold.
- 577 institutional investors held Xerox (XRX) as of Q4 2014, up from 566 in Q3 2014.
- Funds reported $12.9B of Xerox stock for Q4 2014, up 3.3% quarter-over-quarter.
- 77 funds opened new Xerox positions in Q4 2014 and 57 closed out, a net change of +20 holders.
- The largest Xerox buyer in Q4 2014 was Lazard Asset Management, an estimated $66.2M added.
- The largest Xerox seller in Q4 2014 was Wellington Management Group, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2014.