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288 hedge funds and large institutions have $1.15B invested in Xerox in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

2.86% less ownership

Funds ownership: 91.52%88.65% (-2.9%)

6% less funds holding

Funds holding: 308288 (-20)

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$177M)

27% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 62

34% less call options, than puts

Call options by funds: $52.8M | Put options by funds: $80.5M

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
4.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
103
Reduced
97
Closed
62
Calls
$52.8M
Puts
$80.5M
Net Calls
-$27.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M +$3.53M +329,617 +2%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$176M +$47M +4,393,806 +35%
Vanguard Group
3
Vanguard Group
Pennsylvania
$162M -$791K -73,929 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.5M -$9.79M -915,170 -11%
LSV Asset Management
5
LSV Asset Management
Illinois
$56.4M -$6.8M -635,255 -10%
State Street
6
State Street
Massachusetts
$54.6M +$8.13K +760 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$29.2M +$673K +62,947 +2%
Morgan Stanley
8
Morgan Stanley
New York
$25.4M -$446K -41,725 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$19.7M -$1M -93,593 -5%
Charles Schwab
10
Charles Schwab
California
$17.8M +$1.15M +107,580 +7%
Invesco
11
Invesco
Georgia
$16.7M +$1.68M +157,349 +11%
Allianz Asset Management
12
Allianz Asset Management
Germany
$13.7M +$1.9M +177,261 +16%
Northern Trust
13
Northern Trust
Illinois
$13.5M -$47.3K -4,420 -0.3%
BCM
14
Bridgeway Capital Management
Texas
$11.1M +$305K +28,542 +3%
SIS
15
Sound Income Strategies
Florida
$10.7M +$2.41M +225,617 +28%
N
16
Nuveen
North Carolina
$9.75M +$606K +56,624 +6%
Citadel Advisors
17
Citadel Advisors
Florida
$9.32M +$3.54M +331,090 +58%
CIM
18
Cambria Investment Management
California
$8.34M -$224K -20,954 -3%
AAM
19
Advisors Asset Management
Colorado
$8.27M +$740K +69,183 +10%
Goldman Sachs
20
Goldman Sachs
New York
$8.18M -$4.27M -398,841 -34%
RA
21
Royce & Associates
New York
$7.7M +$1.15M +107,127 +17%
First Trust Advisors
22
First Trust Advisors
Illinois
$6.97M +$1.72M +161,138 +32%
JP Morgan Chase
23
JP Morgan Chase
New York
$6.18M -$2.1M -196,466 -25%
UBS Group
24
UBS Group
Switzerland
$5.95M +$734K +68,582 +14%
EF
25
Empowered Funds
Pennsylvania
$5.82M +$274K +25,590 +5%

XRX Hedge Fund Activity: Q3 2024 in Review

288 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xerox (XRX) for Q3 2024, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of XRX and 45 opened new positions — a net loss of 17 holders — while 97 trimmed existing stakes and 103 added.

The largest buyer was Pacer Advisors, adding an estimated $47M. The largest seller was SG Capital Management, exiting entirely with an estimated $11.8M sold.

  • 288 institutional investors held Xerox (XRX) as of Q3 2024, down from 308 in Q2 2024.
  • Funds reported $1.15B of Xerox stock for Q3 2024, down 13% quarter-over-quarter.
  • 45 funds opened new Xerox positions in Q3 2024 and 62 closed out, a net change of -17 holders.
  • The largest Xerox buyer in Q3 2024 was Pacer Advisors, an estimated $47M added.
  • The largest Xerox seller in Q3 2024 was SG Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.