We are live on ! Find out more

438 hedge funds and large institutions have $5.98B invested in Xylem in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

39% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.32M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $5.61B → $5.98B (+$372M)

2% more funds holding

Funds holding: 429438 (+9)

1.33% more ownership

Funds ownership: 87.95%89.28% (+1.3%)

15% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 163

Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
11.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
48
Increased
138
Reduced
163
Closed
33
Calls
$1.83M
Puts
$1.32M
Net Calls
+$509K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Calvert Investment Management
Maryland
$307K +$21.5K +591 +8%
HNB
302
Huntington National Bank
Ohio
$299K -$3.64K -100 -1%
LM
303
Luminus Management
Texas
$297K +$291K +8,000 New
MC
304
Moors & Cabot
Massachusetts
$291K +$282K +7,756 New
TFF
305
Timothy F. Fidgeon
$288K +$2.91K +80 +1%
VIM
306
Veritas Investment Management
United Kingdom
$285K
DSC
307
Duncker Streett & Co
Missouri
$279K +$73 +2 +0%
Neuberger Berman Group
308
Neuberger Berman Group
New York
$273K -$133K -3,668 -33%
CC
309
Cannell & Co
New York
$268K
FTIOP
310
Fiduciary Trust International of Pennsylvania
Pennsylvania
$267K +$262K +7,200 New
TCM
311
Telos Capital Management
California
$266K +$3.64K +100 +1%
RFA
312
Reilly Financial Advisors
California
$265K -$6.27M -172,279 -96%
LPL Financial
313
LPL Financial
California
$263K +$655 +18 +0.2%
Teacher Retirement System of Texas
314
Teacher Retirement System of Texas
Texas
$262K +$57.1K +1,569 +28%
BC
315
Burney Company
Virginia
$261K
PP
316
Prudential plc
United Kingdom
$260K
QC
317
Quadrature Capital
United Kingdom
$259K +$255K +7,000 New
SCM
318
Shelton Capital Management
Colorado
$256K
SEI Investments
319
SEI Investments
Pennsylvania
$256K +$101K +2,772 +67%
NMIMC
320
Northwestern Mutual Investment Management Company
Wisconsin
$250K -$533K -14,649 -68%
PFSC
321
Peoples Financial Services Corp
Pennsylvania
$247K -$13.1K -360 -5%
LTFS
322
Ladenburg Thalmann Financial Services
Florida
$242K -$30.6K -840 -11%
MCC
323
Mid Continent Capital
Illinois
$242K +$19.4K +532 +9%
MSS
324
Mitchell Sinkler & Starr
Pennsylvania
$241K
Nordea Investment Management
325
Nordea Investment Management
Sweden
$241K

XYL Hedge Fund Activity: Q2 2015 in Review

438 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2015, worth a combined $5.98B — up 6.6% from $5.61B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new XYL positions and 33 closed out — a net gain of 15 holders — while 138 added to existing stakes and 163 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $50M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $42.3M sold.

  • 438 institutional investors held Xylem (XYL) as of Q2 2015, up from 429 in Q1 2015.
  • Funds reported $5.98B of Xylem stock for Q2 2015, up 6.6% quarter-over-quarter.
  • 48 funds opened new Xylem positions in Q2 2015 and 33 closed out, a net change of +15 holders.
  • The largest Xylem buyer in Q2 2015 was Bank of New York Mellon, an estimated $50M added.
  • The largest Xylem seller in Q2 2015 was Lord, Abbett & Co, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2015.