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308 hedge funds and large institutions have $1.32B invested in Xerox in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 100 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 100

2% less ownership

Funds ownership: 93.52%91.52% (-2%)

8% less funds holding

Funds holding: 335308 (-27)

11% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $61.1M

34% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 68

36% less capital invested

Capital invested by funds: $2.08B → $1.32B (-$756M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
308
Holders Change
-27
Holders Change %
-8.06%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
113
Reduced
100
Closed
68
Calls
$54.7M
Puts
$61.1M
Net Calls
-$6.42M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M -$8.97M -618,253 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M -$1.57M -108,338 -0.7%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$146M +$18.8M +1,294,345 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$97.4M -$10.3M -707,787 -8%
LSV Asset Management
5
LSV Asset Management
Illinois
$70.5M -$659K -45,400 -0.7%
State Street
6
State Street
Massachusetts
$61M -$3.32M -228,989 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$31.9M +$969K +66,772 +2%
Morgan Stanley
8
Morgan Stanley
New York
$28.9M -$1.24M -85,750 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$23.1M -$452K -31,149 -2%
Charles Schwab
10
Charles Schwab
California
$18.7M +$563K +38,798 +2%
Invesco
11
Invesco
Georgia
$16.9M -$8.16M -562,180 -28%
Northern Trust
12
Northern Trust
Illinois
$15.2M -$316K -21,798 -2%
Goldman Sachs
13
Goldman Sachs
New York
$13.8M -$4.65M -320,362 -21%
Allianz Asset Management
14
Allianz Asset Management
Germany
$13.3M -$167K -11,530 -1%
BCM
15
Bridgeway Capital Management
Texas
$12.1M +$839K +57,812 +6%
SCM
16
SG Capital Management
Illinois
$11.8M +$7.82M +538,725 +114%
IECM
17
Intrinsic Edge Capital Management
Illinois
$11.5M -$2.3M -158,379 -14%
N
18
Nuveen
North Carolina
$10.2M -$6.12M -421,883 -32%
CIM
19
Cambria Investment Management
California
$9.58M +$1.75M +120,639 +17%
SIS
20
Sound Income Strategies
Florida
$9.39M +$805K +55,454 +7%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.2M +$4.46M +306,989 +63%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$9.1M +$2.23M +153,708 +24%
AAM
23
Advisors Asset Management
Colorado
$8.45M +$120K +8,252 +1%
Axa
24
Axa
France
$8.4M -$1.78M -122,685 -15%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$7.84M -$5.08M -349,737 -34%