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304 hedge funds and large institutions have $1.96B invested in Xerox in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 103 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.71B → $1.96B (+$253M)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

8% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 95

0% more funds holding

Funds holding: 304304 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.62% less ownership

Funds ownership: 81.78%81.16% (-0.62%)

41% less call options, than puts

Call options by funds: $28.6M | Put options by funds: $48.9M

Holders
304
Holders Change
Holders Change %
0%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
103
Reduced
95
Closed
32
Calls
$28.6M
Puts
$48.9M
Net Calls
-$20.2M
Net Calls Change
-$822K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$527M
BlackRock
2
BlackRock
New York
$239M +$19.4M +1,203,262 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$203M +$1.31M +81,324 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$142M -$3.25M -201,199 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$90.5M -$479K -29,625 -0.5%
State Street
6
State Street
Massachusetts
$75M +$841K +52,043 +1%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$46.6M -$237K -14,651 -0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$35.4M +$1.14M +70,439 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$32.6M -$364K -22,525 -1%
AQR Capital Management
10
AQR Capital Management
Connecticut
$28.4M +$13.7M +847,204 +81%
Goldman Sachs
11
Goldman Sachs
New York
$24.9M +$1,000K +61,861 +4%
Northern Trust
12
Northern Trust
Illinois
$23.2M -$347K -21,465 -1%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$22.4M -$4.76M -294,300 -17%
Charles Schwab
14
Charles Schwab
California
$20M +$264K +16,308 +1%
Bank of America
15
Bank of America
North Carolina
$18.2M -$7.72M -477,595 -29%
Morgan Stanley
16
Morgan Stanley
New York
$17.8M -$3.45M -213,549 -16%
Allianz Asset Management
17
Allianz Asset Management
Germany
$16.7M +$278K +17,230 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$13.9M +$8.47M +524,136 +140%
Invesco
19
Invesco
Georgia
$12.9M +$501K +31,004 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$12.6M -$17.4M -1,078,586 -57%
N
21
Nuveen
North Carolina
$12M -$1.22M -75,268 -9%
GLA
22
Great Lakes Advisors
Illinois
$11.6M -$588K -36,372 -5%
AAM
23
Advisors Asset Management
Colorado
$11.5M +$671K +41,496 +6%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$10.9M +$554K +34,270 +5%
Squarepoint
25
Squarepoint
New York
$10.6M +$5.05M +312,681 +83%

XRX Hedge Fund Activity: Q1 2023 in Review

304 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2023, worth a combined $1.96B — up 15% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new XRX positions and 32 closed out — a net gain of 4 holders — while 103 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Alyeska Investment Group, cutting an estimated $20.5M.

  • 304 institutional investors held Xerox (XRX) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.96B of Xerox stock for Q1 2023, up 15% quarter-over-quarter.
  • 36 funds opened new Xerox positions in Q1 2023 and 32 closed out, a net change of +4 holders.
  • The largest Xerox buyer in Q1 2023 was BlackRock, an estimated $19.4M added.
  • The largest Xerox seller in Q1 2023 was Alyeska Investment Group, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2023.