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419 hedge funds and large institutions have $5.2B invested in Xylem in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 169 increasing their positions, 131 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.38M

29% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 131

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1.69% less ownership

Funds ownership: 89.28%87.6% (-1.7%)

4% less funds holding

Funds holding: 438419 (-19)

13% less capital invested

Capital invested by funds: $5.98B → $5.2B (-$779M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
419
Holders Change
-19
Holders Change %
-4.34%
% of All Funds
11.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.28%
New
34
Increased
169
Reduced
131
Closed
49
Calls
$5.42M
Puts
$1.38M
Net Calls
+$4.04M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
301
Luminus Management
Texas
$263K
LPL Financial
302
LPL Financial
California
$263K +$21.8K +648 +9%
TFF
303
Timothy F. Fidgeon
$262K +$6.73K +200 +3%
GG
304
Gofen & Glossberg
Illinois
$261K +$53.8K +1,600 +25%
Wellington Management Group
305
Wellington Management Group
Massachusetts
$255K +$49K +1,455 +23%
VIM
306
Veritas Investment Management
United Kingdom
$252K
HNB
307
Huntington National Bank
Ohio
$243K -$22.8K -678 -8%
AT
308
Arden Trust
Delaware
$241K +$247K +7,327 New
TCM
309
Telos Capital Management
California
$240K +$4.54K +135 +2%
CC
310
Cannell & Co
New York
$238K
BC
311
Burney Company
Virginia
$235K +$3.37K +100 +1%
SCM
312
Shelton Capital Management
Colorado
$227K
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$221K -$908 -27 -0.4%
LTFS
314
Ladenburg Thalmann Financial Services
Florida
$219K +$5.28K +157 +2%
PP
315
Prudential plc
United Kingdom
$215K -$15.9K -474 -7%
MCC
316
Mid Continent Capital
Illinois
$215K
MSS
317
Mitchell Sinkler & Starr
Pennsylvania
$214K
Nordea Investment Management
318
Nordea Investment Management
Sweden
$213K
GC
319
Grace Capital
Massachusetts
$212K
PFSC
320
Peoples Financial Services Corp
Pennsylvania
$205K -$13.5K -400 -6%
Federated Hermes
321
Federated Hermes
Pennsylvania
$196K +$11.5K +343 +6%
WBC
322
Westpac Banking Corp
Australia
$194K +$161K +4,798 +433%
Envestnet Asset Management
323
Envestnet Asset Management
Illinois
$191K +$196K +5,826 New
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$190K +$26.1K +775 +15%
MERSOM
325
Municipal Employees' Retirement System of Michigan
Michigan
$177K -$336 -10 -0.2%

XYL Hedge Fund Activity: Q3 2015 in Review

419 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2015, worth a combined $5.2B — down 13% from $5.98B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of XYL and 34 opened new positions — a net loss of 15 holders — while 131 trimmed existing stakes and 169 added.

The largest buyer was Millennium Management, adding an estimated $40.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $154M.

  • 419 institutional investors held Xylem (XYL) as of Q3 2015, down from 438 in Q2 2015.
  • Funds reported $5.2B of Xylem stock for Q3 2015, down 13% quarter-over-quarter.
  • 34 funds opened new Xylem positions in Q3 2015 and 49 closed out, a net change of -15 holders.
  • The largest Xylem buyer in Q3 2015 was Millennium Management, an estimated $40.4M added.
  • The largest Xylem seller in Q3 2015 was T. Rowe Price Associates, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2015.