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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
HDIM
351
Hanson & Doremus Investment Management
Vermont
$67K
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K
MAM
353
Mizuho Asset Management
Japan
$58K
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$53K +$8.61K +256 +19%
WOC
355
West Oak Capital
California
$49.3K
CFA
356
Carroll Financial Associates
North Carolina
$48K
PSI
357
Pinnacle Summer Investments
Virginia
$48K
FCCM
358
First City Capital Management
Georgia
$47.5K -$1.68K -50 -3%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$41K -$1.28K -38 -3%
PAIA
360
Park Avenue Institutional Advisers
New York
$40K -$807 -24 -2%
ARMT
361
Amica Retiree Medical Trust
Rhode Island
$40K
TF
362
Tompkins Financial
New York
$40K +$6.43K +191 +18%
CFA
363
CT Financial Advisors
Pennsylvania
$35K
DA
364
Dunvegan Associates
California
$35K
GLI
365
Guardian Life Insurance
New York
$35K +$9.02K +268 +34%
BAM
366
Brave Asset Management
New Jersey
$33K
KPCM
367
Kings Point Capital Management
New York
$33K
VanEck Associates
368
VanEck Associates
New York
$33K +$10.2K +302 +43%
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
PSUF
370
People's United Financial
Connecticut
$32K
ASN
371
Advisory Services Network
Georgia
$31K +$29.8K +885 +1,246%
AAM
372
Advisors Asset Management
Colorado
$30K
BFEC
373
Benjamin F. Edwards & Company
Missouri
$30K +$13.7K +408 +82%
MFS
374
MSI Financial Services
Massachusetts
$28K +$6.59K +196 +29%
SF
375
Synovus Financial
Georgia
$26K

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.