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440 hedge funds and large institutions have $5.57B invested in Xerox in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 146 increasing their positions, 165 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 70

1.42% less ownership

Funds ownership: 86.02%84.6% (-1.4%)

2% less funds holding

Funds holding: 448440 (-8)

12% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 165

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less capital invested

Capital invested by funds: $6.79B → $5.57B (-$1.22B)

60% less call options, than puts

Call options by funds: $46M | Put options by funds: $114M

Holders
440
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
9.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
65
Increased
146
Reduced
165
Closed
70
Calls
$46M
Puts
$114M
Net Calls
-$68.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$702M
Vanguard Group
2
Vanguard Group
Pennsylvania
$689M -$6.47M -206,405 -0.9%
BlackRock
3
BlackRock
New York
$482M +$20.4M +649,838 +4%
State Street
4
State Street
Massachusetts
$283M -$43M -1,372,175 -13%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$261M +$53.7M +1,714,193 +24%
AQR Capital Management
6
AQR Capital Management
Connecticut
$234M +$14.9M +475,581 +6%
LSV Asset Management
7
LSV Asset Management
Illinois
$215M -$1.72M -54,875 -0.8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$187M -$1.19M -38,038 -0.6%
Invesco
9
Invesco
Georgia
$172M -$14M -448,440 -7%
APG Asset Management
10
APG Asset Management
Netherlands
$127M +$20.5M +653,299 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$113M -$5.15M -164,308 -4%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$89.6M +$14.2M +452,249 +18%
Citadel Advisors
13
Citadel Advisors
Florida
$79.5M +$11.3M +360,658 +16%
Goldman Sachs
14
Goldman Sachs
New York
$71.3M -$12.5M -397,649 -14%
Boston Partners
15
Boston Partners
Massachusetts
$68.4M -$51M -1,628,192 -42%
Northern Trust
16
Northern Trust
Illinois
$63.3M -$3.7M -118,111 -5%
Norges Bank
17
Norges Bank
Norway
$59.6M
Prudential Financial
18
Prudential Financial
New Jersey
$52.9M -$21.8M -696,684 -28%
AllianceBernstein
19
AllianceBernstein
Tennessee
$50.6M -$9.44M -301,454 -15%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$49.2M +$50.9M +1,625,384 +8,069%
Legal & General Group
21
Legal & General Group
United Kingdom
$43.5M -$969K -30,939 -2%
UBS AM
22
UBS AM
Illinois
$43.3M -$590K -18,822 -1%
Allianz Asset Management
23
Allianz Asset Management
Germany
$41.7M +$28.4M +907,256 +186%
Charles Schwab
24
Charles Schwab
California
$40.8M -$853K -27,213 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$37.6M +$9.61M +306,839 +32%

XRX Hedge Fund Activity: Q3 2019 in Review

440 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2019, worth a combined $5.57B — down 18% from $6.79B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of XRX and 65 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 146 added.

The largest buyer was Bank of New York Mellon, adding an estimated $53.7M. The largest seller was Ameriprise, cutting an estimated $95.1M.

  • 440 institutional investors held Xerox (XRX) as of Q3 2019, down from 448 in Q2 2019.
  • Funds reported $5.57B of Xerox stock for Q3 2019, down 18% quarter-over-quarter.
  • 65 funds opened new Xerox positions in Q3 2019 and 70 closed out, a net change of -5 holders.
  • The largest Xerox buyer in Q3 2019 was Bank of New York Mellon, an estimated $53.7M added.
  • The largest Xerox seller in Q3 2019 was Ameriprise, an estimated $95.1M sold.

Based on aggregated 13F filings for Q3 2019.