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483 hedge funds and large institutions have $6.78B invested in Xerox in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 124 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 33

22% more capital invested

Capital invested by funds: $5.57B → $6.78B (+$1.21B)

10% more funds holding

Funds holding: 440483 (+43)

0.72% more ownership

Funds ownership: 84.6%85.32% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

38% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 199

49% less call options, than puts

Call options by funds: $104M | Put options by funds: $204M

Holders
483
Holders Change
+43
Holders Change %
+9.77%
% of All Funds
9.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
85
Increased
124
Reduced
199
Closed
33
Calls
$104M
Puts
$204M
Net Calls
-$99.4M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$865M
Vanguard Group
2
Vanguard Group
Pennsylvania
$812M -$35.4M -1,013,247 -4%
BlackRock
3
BlackRock
New York
$596M +$1.32M +37,747 +0.2%
State Street
4
State Street
Massachusetts
$348M +$245K +7,019 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$273M -$46M -1,316,033 -15%
LSV Asset Management
6
LSV Asset Management
Illinois
$261M -$3.5M -100,070 -1%
AQR Capital Management
7
AQR Capital Management
Connecticut
$235M -$50.2M -1,435,733 -18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$226M -$4.38M -125,253 -2%
Invesco
9
Invesco
Georgia
$188M -$23.1M -659,653 -11%
APG Asset Management
10
APG Asset Management
Netherlands
$153M +$594K +16,977 +0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$139M +$7.97K +228 +0%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$104M -$6.1M -174,468 -6%
Goldman Sachs
13
Goldman Sachs
New York
$86.1M -$1.74M -49,832 -2%
Northern Trust
14
Northern Trust
Illinois
$77.1M -$884K -25,278 -1%
Norges Bank
15
Norges Bank
Norway
$73.4M
Coatue Management
16
Coatue Management
New York
$72.7M +$68.9M +1,971,876 New
BL
17
Bleichroeder LP
New York
$61.7M +$58.5M +1,673,600 New
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$58.4M +$22M +628,520 +66%
Boston Partners
19
Boston Partners
Massachusetts
$56.1M -$26.8M -765,236 -33%
Legal & General Group
20
Legal & General Group
United Kingdom
$52.8M -$847K -24,216 -2%
UBS AM
21
UBS AM
Illinois
$51.8M -$1.56M -44,735 -3%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$51M +$48.4M +1,384,541 New
Charles Schwab
23
Charles Schwab
California
$49.3M -$925K -26,446 -2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$48.4M -$2.89M -82,781 -6%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$46.4M +$10.2M +291,547 +30%

XRX Hedge Fund Activity: Q4 2019 in Review

483 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q4 2019, worth a combined $6.78B — up 22% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XRX positions and 33 closed out — a net gain of 52 holders — while 124 added to existing stakes and 199 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $68.9M. The largest seller was Citadel Advisors, cutting an estimated $73.9M.

  • 483 institutional investors held Xerox (XRX) as of Q4 2019, up from 440 in Q3 2019.
  • Funds reported $6.78B of Xerox stock for Q4 2019, up 22% quarter-over-quarter.
  • 85 funds opened new Xerox positions in Q4 2019 and 33 closed out, a net change of +52 holders.
  • The largest Xerox buyer in Q4 2019 was Coatue Management, an estimated $68.9M added.
  • The largest Xerox seller in Q4 2019 was Citadel Advisors, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2019.