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549 hedge funds and large institutions have $8.77B invested in Xylem in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 211 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

937% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $2.23M

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

15% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 184

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $7.8B → $8.77B (+$977M)

1.8% more ownership

Funds ownership: 86.41%88.21% (+1.8%)

1% more funds holding

Funds holding: 546549 (+3)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
13.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
62
Increased
211
Reduced
184
Closed
53
Calls
$23.2M
Puts
$2.23M
Net Calls
+$20.9M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$621K +$193K +3,703 +49%
VKH
327
Virtu KCG Holdings
New York
$621K +$583K +11,200 New
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$615K +$5.21K +100 +0.9%
LJHT
329
Laurie J. Hall Trustee
$614K
LTFS
330
Ladenburg Thalmann Financial Services
Florida
$605K +$19.5K +374 +4%
GIA
331
Gateway Investment Advisers
Ohio
$604K +$1.41K +27 +0.2%
American Century Companies
332
American Century Companies
Missouri
$602K -$3.02K -58 -0.5%
NI
333
Numeric Investors
Massachusetts
$599K -$219K -4,200 -28%
CB
334
Commerce Bank
Missouri
$592K +$4.69K +90 +0.9%
CG
335
Caprock Group
Idaho
$581K +$305K +5,861 +127%
FWCM
336
Ferguson Wellman Capital Management
Oregon
$578K +$5.21K +100 +1%
SC
337
SouthState Corp
Florida
$573K +$539K +10,340 New
Envestnet Asset Management
338
Envestnet Asset Management
Illinois
$571K +$15.2K +292 +3%
NBG
339
Nancy B. Gardiner
$571K +$63.5K +1,220 +13%
RHBC
340
R.H. Bluestein & Co
Michigan
$560K +$5.21K +100 +1%
HCMT
341
Highland Capital Management (Tennessee)
Tennessee
$560K +$526K +10,097 New
BRWA
342
B. Riley Wealth Advisors
Florida
$550K +$58.4K +1,122 +13%
NA
343
Neuburgh Advisers
California
$545K -$223K -4,290 -30%
LIA
344
LS Investment Advisors
Michigan
$545K +$32K +614 +7%
BMM
345
Buffington Mohr McNeal
Idaho
$539K +$10.4K +200 +2%
WF
346
Welch & Forbes
Massachusetts
$537K -$469 -9 -0.1%
Mackenzie Financial
347
Mackenzie Financial
Ontario, Canada
$530K +$81.5K +1,565 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
348
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$515K -$1.39M -26,700 -74%
RCM
349
Radnor Capital Management
Pennsylvania
$515K
NB
350
NBT Bank
New York
$512K -$260 -5 -0.1%

XYL Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2017, worth a combined $8.77B — up 13% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XYL positions and 53 closed out — a net gain of 9 holders — while 211 added to existing stakes and 184 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $86.3M. The largest seller was Citadel Advisors, cutting an estimated $100M.

  • 549 institutional investors held Xylem (XYL) as of Q2 2017, up from 546 in Q1 2017.
  • Funds reported $8.77B of Xylem stock for Q2 2017, up 13% quarter-over-quarter.
  • 62 funds opened new Xylem positions in Q2 2017 and 53 closed out, a net change of +9 holders.
  • The largest Xylem buyer in Q2 2017 was USS Investment Management, an estimated $86.3M added.
  • The largest Xylem seller in Q2 2017 was Citadel Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2017.