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Xerox
XRX

504 hedge funds and large institutions have $9.12B invested in Xerox in 2015 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 238 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $49.4M | Put options by funds: $25.4M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more capital invested

Capital invested by funds: $8.15B → $9.12B (+$968M)

2.39% more ownership

Funds ownership: 29.83% → 32.22% (+2.4%)

3% less funds holding

Funds holding: 521 → 504 (-17)

17% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 69

45% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 238

Holders
504
Holders Change
-17
Holders Change %
-3.26%
% of All Funds
13.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
57
Increased
131
Reduced
238
Closed
69
Calls
$49.4M
Puts
$25.4M
Net Calls
+$24M
Net Calls Change
-$164M

Top Buyers

1
IC
Icahn Carl
Florida
+$881M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$84.3M
3
WRF
Waddell & Reed Financial
Kansas
+$44M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$41.7M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$38.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$313M
2
State Street
State Street
Massachusetts
-$73.6M
3
SCM
SAB Capital Management
New York
-$43.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.1M
5
JHIU
Janus Henderson Investors US
Colorado
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
Icahn Carl
Florida
$919M +$881M +32,802,527 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$882M -$17.7M -658,250 -2%
Macquarie Group
3
Macquarie Group
Australia
$614M +$12.4M +460,226 +2%
State Street
4
State Street
Massachusetts
$562M -$73.6M -2,741,019 -12%
Franklin Resources
5
Franklin Resources
California
$515M -$22.6M -840,649 -4%
BIT
6
BlackRock Institutional Trust
California
$322M -$16.7M -623,215 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$310M +$84.3M +3,136,582 +40%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$270M +$25.1M +935,247 +11%
LSV Asset Management
9
LSV Asset Management
Illinois
$257M +$2.38M +88,659 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$199M +$7.23M +269,224 +4%
BFA
11
BlackRock Fund Advisors
California
$166M -$36.5K -1,359 -0%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$148M -$129K -4,791 -0.1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$138M +$38.5M +1,431,457 +41%
Northern Trust
14
Northern Trust
Illinois
$138M -$13.3M -493,702 -9%
O
15
OppenheimerFunds
New York
$127M -$35.6M -1,323,832 -23%
Norges Bank
16
Norges Bank
Norway
$115M -$5.1M -189,652 -4%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$101M -$22.2M -824,706 -19%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$98.7M -$4.42M -164,537 -4%
BG
19
BlackRock Group
United Kingdom
$93.7M -$1.42M -52,667 -2%
Jennison Associates
20
Jennison Associates
New York
$88.2M -$2.85M -106,240 -3%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$87.3M +$41.7M +1,552,461 +99%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$85.7M +$26.5M +986,159 +48%
PAM
23
Panagora Asset Management
Massachusetts
$84M +$6.5M +241,779 +9%
APG Asset Management
24
APG Asset Management
Netherlands
$81.3M – – –
Axa
25
Axa
France
$73.3M -$21.8M -811,702 -24%
1
2 3 4 5

XRX Hedge Fund Activity: Q4 2015 in Review

504 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2015, worth a combined $9.12B — up 12% from $8.15B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of XRX and 57 opened new positions — a net loss of 12 holders — while 238 trimmed existing stakes and 131 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $881M. The largest seller was UBS Group, cutting an estimated $313M.

  • 504 institutional investors held Xerox (XRX) as of Q4 2015, down from 521 in Q3 2015.
  • Funds reported $9.12B of Xerox stock for Q4 2015, up 12% quarter-over-quarter.
  • 57 funds opened new Xerox positions in Q4 2015 and 69 closed out, a net change of -12 holders.
  • The largest Xerox buyer in Q4 2015 was Icahn Carl, an estimated $881M added.
  • The largest Xerox seller in Q4 2015 was UBS Group, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2015.