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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
PFO
326
Pathstone Family Office
New Jersey
$993K
FL
327
Fort LP
Maryland
$975K +$781K +10,464 +599%
GCP
328
GSA Capital Partners
United Kingdom
$948K -$2.23M -29,828 -72%
SRAM
329
Stone Ridge Asset Management
New York
$931K -$82.9K -1,110 -9%
WAM
330
World Asset Management
Michigan
$931K -$12.1K -162 -1%
PAM
331
Panagora Asset Management
Massachusetts
$930K -$10.7K -143 -1%
II
332
IFM Investors
Australia
$927K -$14.4K -193 -2%
SIM
333
Sentry Investment Management
Wisconsin
$924K
M&T Bank
334
M&T Bank
New York
$909K -$226K -3,026 -21%
ERSOT
335
Employees Retirement System of Texas
Texas
$879K -$74.7K -1,000 -8%
DRD
336
Dennis R. Delaney
$864K +$33.6K +450 +4%
MCM
337
MAI Capital Management
Ohio
$857K -$48.2K -645 -6%
HI
338
Handelsinvest Investeringsforvaltning
Denmark
$856K
SAM
339
Seelaus Asset Management
New Jersey
$853K -$74.7K -1,000 -9%
PAG
340
Private Advisor Group
New Jersey
$850K -$32K -428 -4%
MBT
341
Montecito Bank & Trust
California
$844K +$289K +3,869 +58%
FWCM
342
Ferguson Wellman Capital Management
Oregon
$843K
GAM
343
Gotham Asset Management
New York
$840K -$12.5M -167,038 -94%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$839K -$7.47K -100 -0.9%
Verition Fund Management
345
Verition Fund Management
Connecticut
$829K -$573K -7,671 -43%
Marshall Wace
346
Marshall Wace
United Kingdom
$827K -$4.46M -59,674 -85%
RCM
347
Radnor Capital Management
Pennsylvania
$823K +$343K +4,600 +81%
DIA
348
Dean Investment Associates
Ohio
$817K +$16.7K +224 +2%
BMM
349
Buffington Mohr McNeal
Idaho
$813K +$9.33K +125 +1%
EM
350
ELCO Management
New York
$811K -$30.7K -411 -4%

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.