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493 hedge funds and large institutions have $5.14B invested in Xerox in 2018 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 155 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

94% more call options, than puts

Call options by funds: $167M | Put options by funds: $86M

17% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 155

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

0% more funds holding

Funds holding: 491493 (+2)

0.82% less ownership

Funds ownership: 84.83%84.01% (-0.82%)

17% less capital invested

Capital invested by funds: $6.22B → $5.14B (-$1.08B)

Holders
493
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.29%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
64
Increased
181
Reduced
155
Closed
58
Calls
$167M
Puts
$86M
Net Calls
+$80.7M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$563M
Vanguard Group
2
Vanguard Group
Pennsylvania
$557M -$37.3M -1,320,244 -5%
BlackRock
3
BlackRock
New York
$367M +$7.91M +279,753 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$243M -$7.61M -269,180 -3%
Boston Partners
5
Boston Partners
Massachusetts
$218M +$79.8M +2,824,360 +45%
State Street
6
State Street
Massachusetts
$208M +$857K +30,302 +0.4%
Ameriprise
7
Ameriprise
Minnesota
$194M -$10.9M -383,939 -5%
LSV Asset Management
8
LSV Asset Management
Illinois
$152M +$1.04M +36,625 +0.6%
AllianceBernstein
9
AllianceBernstein
Tennessee
$152M -$15.6M -552,077 -8%
MCM
10
Mason Capital Management
New York
$123M +$70.3M +2,485,151 +94%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$123M -$3.62M -127,950 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$108M -$6.25M -221,119 -5%
Invesco
13
Invesco
Georgia
$84.3M +$63.6M +2,249,014 +178%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$73.9M +$12.3M +433,570 +16%
ICP
15
Indus Capital Partners
New York
$65M +$76.5M +2,707,245 New
Northern Trust
16
Northern Trust
Illinois
$60.4M -$3.68M -130,109 -5%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$57.8M +$33.7M +1,193,712 +98%
Norges Bank
18
Norges Bank
Norway
$55.7M
EVM
19
Eaton Vance Management
Massachusetts
$54.6M -$24.6M -870,169 -28%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$53M -$424K -15,000 -0.7%
BCM
21
Becker Capital Management
Oregon
$47.1M +$668K +23,633 +1%
Renaissance Technologies
22
Renaissance Technologies
New York
$46.5M +$785K +27,760 +1%
TCIM
23
TIAA CREF Investment Management
New York
$44.7M -$15M -532,159 -22%
TA
24
Teachers Advisors
New York
$43.5M +$6.89M +243,776 +16%
Morgan Stanley
25
Morgan Stanley
New York
$42M +$15.9M +562,228 +47%

XRX Hedge Fund Activity: Q2 2018 in Review

493 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q2 2018, worth a combined $5.14B — down 17% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new XRX positions and 58 closed out — a net gain of 6 holders — while 181 added to existing stakes and 155 trimmed.

The largest buyer was Boston Partners, adding an estimated $79.8M. The largest seller was Guggenheim Capital, cutting an estimated $65.2M.

  • 493 institutional investors held Xerox (XRX) as of Q2 2018, up from 491 in Q1 2018.
  • Funds reported $5.14B of Xerox stock for Q2 2018, down 17% quarter-over-quarter.
  • 64 funds opened new Xerox positions in Q2 2018 and 58 closed out, a net change of +6 holders.
  • The largest Xerox buyer in Q2 2018 was Boston Partners, an estimated $79.8M added.
  • The largest Xerox seller in Q2 2018 was Guggenheim Capital, an estimated $65.2M sold.

Based on aggregated 13F filings for Q2 2018.