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666 hedge funds and large institutions have $12.4B invested in Xylem in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 206 increasing their positions, 254 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $12.9M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $10.5B → $12.4B (+$1.86B)

3% more funds holding

Funds holding: 644666 (+22)

0.6% less ownership

Funds ownership: 86.84%86.24% (-0.6%)

19% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 254

Holders
666
Holders Change
+22
Holders Change %
+3.42%
% of All Funds
15.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
82
Increased
206
Reduced
254
Closed
51
Calls
$29.5M
Puts
$12.9M
Net Calls
+$16.6M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$1.31M -$619K -8,290 -34%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$1.28M -$37.3K -500 -3%
FA
303
Fagan Associates
New York
$1.23M -$72.8K -975 -6%
LJHT
304
Laurie J. Hall Trustee
$1.21M
HSA
305
Hussman Strategic Advisors
Maryland
$1.2M -$2.61M -35,000 -70%
CAM
306
Close Asset Management
United Kingdom
$1.2M +$1.15M +15,357 New
JIC
307
Johnson Investment Counsel
Ohio
$1.19M +$1.11M +14,872 New
COPPSERS
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.18M -$306K -4,094 -22%
IEFM
309
IQ EQ Fund Management
Ireland
$1.17M -$118K -1,584 -10%
FTIOP
310
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.13M +$26.9K +360 +3%
PP
311
Patten & Patten
Tennessee
$1.13M
WAM
312
Wolverine Asset Management
Illinois
$1.12M +$1.05M +14,000 New
SB
313
Simmons Bank
Arkansas
$1.11M -$105K -1,400 -9%
ABP
314
Arthur B. Page
$1.1M -$3.73K -50 -0.4%
MCM
315
Manchester Capital Management
Vermont
$1.1M
WBC
316
Westpac Banking Corp
Australia
$1.09M +$186K +2,493 +22%
GFPC
317
Global Financial Private Capital
Florida
$1.07M -$73.1K -979 -7%
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$1.04M +$970K +12,996 New
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$1.02M -$203K -2,720 -18%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$1.02M +$11.9K +160 +1%
CGH
321
Crossmark Global Holdings
Texas
$1.02M -$13.6K -182 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
322
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.02M -$1.05M -14,000 -52%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$1.01M +$902K +12,084 +1,975%
Franklin Resources
324
Franklin Resources
California
$1.01M +$373 +5 +0%
Jane Street
325
Jane Street
New York
$997K +$932K +12,488 New

XYL Hedge Fund Activity: Q3 2018 in Review

666 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2018, worth a combined $12.4B — up 18% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XYL positions and 51 closed out — a net gain of 31 holders — while 206 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $182M. The largest seller was Invesco, cutting an estimated $70.8M.

  • 666 institutional investors held Xylem (XYL) as of Q3 2018, up from 644 in Q2 2018.
  • Funds reported $12.4B of Xylem stock for Q3 2018, up 18% quarter-over-quarter.
  • 82 funds opened new Xylem positions in Q3 2018 and 51 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q3 2018 was BlackRock, an estimated $182M added.
  • The largest Xylem seller in Q3 2018 was Invesco, an estimated $70.8M sold.

Based on aggregated 13F filings for Q3 2018.