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541 hedge funds and large institutions have $6.12B invested in Xerox in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 73 increasing their positions, 387 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 85

2% less funds holding

Funds holding: 554541 (-13)

10.88% less ownership

Funds ownership: 31.4%20.52% (-11%)

15% less capital invested

Capital invested by funds: $7.24B → $6.12B (-$1.12B)

19% less call options, than puts

Call options by funds: $8.07M | Put options by funds: $9.98M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

81% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 387

Holders
541
Holders Change
-13
Holders Change %
-2.35%
% of All Funds
13.47%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
80
Increased
73
Reduced
387
Closed
85
Calls
$8.07M
Puts
$9.98M
Net Calls
-$1.91M
Net Calls Change
+$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$727M -$370M -12,824,388 -34%
Vanguard Group
2
Vanguard Group
Pennsylvania
$638M -$366M -12,689,941 -37%
BlackRock
3
BlackRock
New York
$510M +$462M +16,012,634 +1,172%
State Street
4
State Street
Massachusetts
$285M -$170M -5,891,338 -38%
AllianceBernstein
5
AllianceBernstein
Tennessee
$218M -$78.5M -2,721,050 -27%
LSV Asset Management
6
LSV Asset Management
Illinois
$176M -$94.4M -3,270,098 -35%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$152M -$118M -4,094,791 -44%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$123M -$25.9M -898,146 -18%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$112M +$47.8M +1,656,930 +77%
AQR Capital Management
10
AQR Capital Management
Connecticut
$94.8M -$84.2M -2,918,065 -47%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$92.6M -$26.6M -922,005 -23%
Invesco
12
Invesco
Georgia
$92.2M -$23.2M -803,618 -20%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$91.3M -$47.4M -1,643,121 -35%
PAM
14
Panagora Asset Management
Massachusetts
$89.7M -$29.3M -1,015,758 -25%
Renaissance Technologies
15
Renaissance Technologies
New York
$85.9M -$40.6M -1,404,968 -32%
Goldman Sachs
16
Goldman Sachs
New York
$77.7M -$31M -1,075,611 -29%
Northern Trust
17
Northern Trust
Illinois
$77.6M -$35.6M -1,234,362 -32%
GC
18
Guggenheim Capital
Illinois
$68.4M -$3.16M -109,488 -4%
Norges Bank
19
Norges Bank
Norway
$62.9M -$57.8M -2,001,051 -48%
TCIM
20
TIAA CREF Investment Management
New York
$62M -$32.2M -1,114,766 -35%
TA
21
Teachers Advisors
New York
$60.8M -$12.4M -428,746 -17%
Deutsche Bank
22
Deutsche Bank
Germany
$60.4M -$14M -483,705 -19%
APG Asset Management
23
APG Asset Management
Netherlands
$59.9M -$63.7M -2,206,840 -52%
JP Morgan Chase
24
JP Morgan Chase
New York
$58.1M -$55.9M -1,937,820 -49%
Ameriprise
25
Ameriprise
Minnesota
$58.1M +$47M +1,628,286 +465%

XRX Hedge Fund Activity: Q1 2017 in Review

541 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2017, worth a combined $6.12B — down 15% from $7.24B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of XRX and 80 opened new positions — a net loss of 5 holders — while 387 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $462M. The largest seller was Icahn Carl, cutting an estimated $370M.

  • 541 institutional investors held Xerox (XRX) as of Q1 2017, down from 554 in Q4 2016.
  • Funds reported $6.12B of Xerox stock for Q1 2017, down 15% quarter-over-quarter.
  • 80 funds opened new Xerox positions in Q1 2017 and 85 closed out, a net change of -5 holders.
  • The largest Xerox buyer in Q1 2017 was BlackRock, an estimated $462M added.
  • The largest Xerox seller in Q1 2017 was Icahn Carl, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2017.