We are live on ! Find out more

335 hedge funds and large institutions have $2.08B invested in Xerox in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

8% more funds holding

Funds holding: 310335 (+25)

5.82% more ownership

Funds ownership: 87.7%93.52% (+5.8%)

5% more capital invested

Capital invested by funds: $1.98B → $2.08B (+$103M)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

30% less call options, than puts

Call options by funds: $97.8M | Put options by funds: $139M

Holders
335
Holders Change
+25
Holders Change %
+8.06%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
63
Increased
111
Reduced
105
Closed
35
Calls
$97.8M
Puts
$139M
Net Calls
-$41.7M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$342M -$6.11M -347,779 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M -$4.13M -234,949 -1%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$202M +$84M +4,779,081 +74%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$163M +$579K +32,967 +0.4%
LSV Asset Management
5
LSV Asset Management
Illinois
$109M -$2.41M -137,204 -2%
State Street
6
State Street
Massachusetts
$97.4M +$1.04M +59,395 +1%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$49.7M +$10.1M +574,989 +26%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$48M +$1.22M +69,370 +3%
Morgan Stanley
9
Morgan Stanley
New York
$46.1M -$1.86M -105,934 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$36.2M -$500K -28,434 -1%
Invesco
11
Invesco
Georgia
$36.1M -$75.7K -4,309 -0.2%
Charles Schwab
12
Charles Schwab
California
$28.2M -$243K -13,812 -0.9%
Goldman Sachs
13
Goldman Sachs
New York
$27M -$5.32M -302,595 -17%
Northern Trust
14
Northern Trust
Illinois
$23.8M -$355K -20,205 -1%
N
15
Nuveen
North Carolina
$23.3M -$7.19M -408,901 -24%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$22.8M -$8.52M -484,695 -28%
Allianz Asset Management
17
Allianz Asset Management
Germany
$20.7M +$1.91M +108,912 +10%
IECM
18
Intrinsic Edge Capital Management
Illinois
$20.6M +$6.02M +342,338 +42%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$18.3M +$9.48M +539,170 +111%
BCM
20
Bridgeway Capital Management
Texas
$17.7M +$590K +33,590 +4%
Axa
21
Axa
France
$15.1M +$9.5M +540,481 +177%
Bank of America
22
Bank of America
North Carolina
$14.7M +$7.83M +445,545 +118%
SIS
23
Sound Income Strategies
Florida
$13.5M +$1.06M +60,446 +9%
GLA
24
Great Lakes Advisors
Illinois
$13.4M +$91.4K +5,201 +0.7%
Walleye Capital
25
Walleye Capital
New York
$12.9M +$12.3M +697,905 +2,864%

XRX Hedge Fund Activity: Q1 2024 in Review

335 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q1 2024, worth a combined $2.08B — up 5.2% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new XRX positions and 35 closed out — a net gain of 28 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $84M. The largest seller was AQR Capital Management, cutting an estimated $12.1M.

  • 335 institutional investors held Xerox (XRX) as of Q1 2024, up from 310 in Q4 2023.
  • Funds reported $2.08B of Xerox stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 63 funds opened new Xerox positions in Q1 2024 and 35 closed out, a net change of +28 holders.
  • The largest Xerox buyer in Q1 2024 was Pacer Advisors, an estimated $84M added.
  • The largest Xerox seller in Q1 2024 was AQR Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2024.