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Xerox
XRX

358 hedge funds and large institutions have $3.19B invested in Xerox in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 156 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $39.1M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more capital invested

Capital invested by funds: $2.68B → $3.19B (+$510M)

2.53% less ownership

Funds ownership: 82.36% → 79.84% (-2.5%)

13% less funds holding

Funds holding: 411 → 358 (-53)

34% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 156

54% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 91

Holders
358
Holders Change
-53
Holders Change %
-12.9%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
42
Increased
103
Reduced
156
Closed
91
Calls
$62.6M
Puts
$39.1M
Net Calls
+$23.4M
Net Calls Change
+$1.89M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$91.9M
2
IC
Icahn Carl
Florida
+$70.2M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$43.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$30.7M
5
State Street
State Street
Massachusetts
+$24.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$45.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$34.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$27.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$26.6M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
Icahn Carl
Florida
$516M +$70.2M +4,009,940 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$357M -$34.7M -1,980,687 -9%
BlackRock
3
BlackRock
New York
$209M -$45.5M -2,596,167 -19%
State Street
4
State Street
Massachusetts
$146M +$24.3M +1,384,936 +22%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$131M +$3.09M +176,599 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$119M -$1.33M -76,175 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$112M +$1.2M +68,692 +1%
Invesco
8
Invesco
Georgia
$101M -$6.89M -393,342 -7%
PP
9
Prudential plc
United Kingdom
$98.5M +$91.9M +5,246,001 New
AQR Capital Management
10
AQR Capital Management
Connecticut
$90.3M -$26.6M -1,521,050 -24%
Boston Partners
11
Boston Partners
Massachusetts
$85.4M +$1.06M +60,719 +1%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$82.1M +$30.7M +1,751,737 +67%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$63.3M -$6.51M -371,420 -10%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$50.2M +$43.1M +2,459,430 +1,388%
First Trust Advisors
15
First Trust Advisors
Illinois
$48.9M +$18M +1,027,428 +65%
Norges Bank
16
Norges Bank
Norway
$37.3M -$474K -27,043 -1%
Citadel Advisors
17
Citadel Advisors
Florida
$35.1M -$27.2M -1,555,785 -45%
Northern Trust
18
Northern Trust
Illinois
$34.2M -$423K -24,133 -1%
Charles Schwab
19
Charles Schwab
California
$33M +$7.07M +403,742 +30%
BL
20
Bleichroeder LP
New York
$31.5M – – –
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$30.8M -$4.56M -260,152 -14%
QOP
22
Quinn Opportunity Partners
Virginia
$24.8M -$1.65M -94,000 -7%
Morgan Stanley
23
Morgan Stanley
New York
$21.8M -$1.09M -62,121 -5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$21.3M -$6.43M -366,926 -24%
PPA
25
Parametric Portfolio Associates
Washington
$19.5M +$3M +171,524 +20%
1
2 3 4 5

XRX Hedge Fund Activity: Q3 2020 in Review

358 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2020, worth a combined $3.19B — up 19% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of XRX and 42 opened new positions — a net loss of 49 holders — while 156 trimmed existing stakes and 103 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $91.9M. The largest seller was BlackRock, cutting an estimated $45.5M.

  • 358 institutional investors held Xerox (XRX) as of Q3 2020, down from 411 in Q2 2020.
  • Funds reported $3.19B of Xerox stock for Q3 2020, up 19% quarter-over-quarter.
  • 42 funds opened new Xerox positions in Q3 2020 and 91 closed out, a net change of -49 holders.
  • The largest Xerox buyer in Q3 2020 was Prudential plc, an estimated $91.9M added.
  • The largest Xerox seller in Q3 2020 was BlackRock, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2020.