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521 hedge funds and large institutions have $8.35B invested in Xylem in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 187 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

20% more capital invested

Capital invested by funds: $6.96B → $8.35B (+$1.4B)

2.27% more ownership

Funds ownership: 87.12%89.39% (+2.3%)

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

0% less funds holding

Funds holding: 523521 (-2)

8% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 187

11% less call options, than puts

Call options by funds: $8.02M | Put options by funds: $8.97M

Holders
521
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.9%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.45%
New
57
Increased
172
Reduced
187
Closed
53
Calls
$8.02M
Puts
$8.97M
Net Calls
-$954K
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BGA
301
Belmont Global Advisors
Texas
$787K
CAM
302
Capstone Asset Management
Texas
$784K +$48.1K +980 +7%
EVM
303
Eaton Vance Management
Massachusetts
$767K
Creative Planning
304
Creative Planning
Kansas
$751K +$33.4K +681 +5%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$750K +$701K +14,301 New
M&T Bank
306
M&T Bank
New York
$744K -$54.9K -1,120 -7%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$738K -$1.86K -38 -0.3%
ABP
308
Arthur B. Page
$737K +$73.1K +1,490 +12%
DADC
309
D.A. Davidson & Co
Montana
$732K -$55.1K -1,123 -7%
BAAM
310
Baker Avenue Asset Management
California
$723K -$34.8K -710 -5%
SAM
311
Shell Asset Management
Netherlands
$722K -$24.9K -508 -4%
CCM
312
Chilton Capital Management
Texas
$720K +$19.7K +402 +3%
KRS
313
Kentucky Retirement Systems
Kentucky
$718K -$74.5K -1,519 -10%
N
314
Nuveen
North Carolina
$707K -$45.1K -919 -6%
TG
315
TCW Group
California
$695K -$55.2K -1,125 -8%
Twin Tree Management
316
Twin Tree Management
Texas
$685K +$64.7K +1,319 +11%
FBT
317
First Bankers Trust
Kentucky
$676K -$4.9K -100 -0.8%
CSS
318
Cubist Systematic Strategies
Connecticut
$671K -$1.37M -28,007 -69%
William Blair & Company
319
William Blair & Company
Illinois
$667K -$294 -6 -0%
NEI
320
Northwest & Ethical Investments
Ontario, Canada
$664K +$108K +2,200 +21%
ProShare Advisors
321
ProShare Advisors
Maryland
$660K -$202K -4,128 -25%
IGIM
322
I.G. Investment Management
Manitoba, Canada
$659K +$40.6K +827 +7%
MCM
323
Manchester Capital Management
Vermont
$655K -$981 -20 -0.2%
DIA
324
Dean Investment Associates
Ohio
$650K +$7.7K +157 +1%
SIM
325
Sentry Investment Management
Wisconsin
$641K -$108K -2,210 -15%

XYL Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2016, worth a combined $8.35B — up 20% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new XYL positions and 53 closed out — a net gain of 4 holders — while 172 added to existing stakes and 187 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $75.2M. The largest seller was Invesco, cutting an estimated $34M.

  • 521 institutional investors held Xylem (XYL) as of Q3 2016, down from 523 in Q2 2016.
  • Funds reported $8.35B of Xylem stock for Q3 2016, up 20% quarter-over-quarter.
  • 57 funds opened new Xylem positions in Q3 2016 and 53 closed out, a net change of +4 holders.
  • The largest Xylem buyer in Q3 2016 was Fidelity Investments, an estimated $75.2M added.
  • The largest Xylem seller in Q3 2016 was Invesco, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2016.