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443 hedge funds and large institutions have $5.8B invested in Xylem in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 136 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 32

94% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.41M

11% more capital invested

Capital invested by funds: $5.2B → $5.8B (+$598M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 419443 (+24)

1.07% more ownership

Funds ownership: 87.6%88.66% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 155

Holders
443
Holders Change
+24
Holders Change %
+5.73%
% of All Funds
11.62%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
63
Increased
136
Reduced
155
Closed
32
Calls
$2.72M
Puts
$1.41M
Net Calls
+$1.32M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
351
STRS Ohio
Ohio
$123K +$18.4K +509 +18%
TCOV
352
Trust Company of Vermont
Vermont
$122K +$14.5K +400 +14%
EWM
353
Evercore Wealth Management
New York
$114K +$23.1K +640 +26%
DAM
354
Delta Asset Management
Tennessee
$110K
GT
355
Glenmede Trust
Pennsylvania
$96K -$10.8K -300 -10%
IPC
356
Independent Portfolio Consultants
Florida
$95K -$4.7K -130 -5%
Pacer Advisors
357
Pacer Advisors
Pennsylvania
$95K +$93.8K +2,593 New
UFG
358
United Fire Group
Iowa
$91K
MAM
359
Mizuho Asset Management
Japan
$85K +$20.2K +558 +32%
IA
360
IndexIQ Advisors
New York
$84K -$408K -11,272 -83%
FCCM
361
First City Capital Management
Georgia
$82.7K +$29.7K +820 +57%
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
$73K +$72.3K +2,000 New
HDIM
363
Hanson & Doremus Investment Management
Vermont
$68K -$7.23K -200 -10%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$59K
QT
365
Quantbot Technologies
New York
$58K +$58.4K +1,615 New
Macquarie Group
366
Macquarie Group
Australia
$55K -$119K -3,300 -69%
ASN
367
Advisory Services Network
Georgia
$55K +$19.9K +550 +58%
WOC
368
West Oak Capital
California
$54.8K
RFA
369
Reilly Financial Advisors
California
$53K -$88.6K -2,449 -63%
CFA
370
Carroll Financial Associates
North Carolina
$51K
Twin Tree Management
371
Twin Tree Management
Texas
$50K +$49.7K +1,374 New
CFA
372
CT Financial Advisors
Pennsylvania
$46.2K +$7.23K +200 +19%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$45K -$1.12K -31 -2%
ARMT
374
Amica Retiree Medical Trust
Rhode Island
$45K
TF
375
Tompkins Financial
New York
$45K

XYL Hedge Fund Activity: Q4 2015 in Review

443 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2015, worth a combined $5.8B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new XYL positions and 32 closed out — a net gain of 31 holders — while 136 added to existing stakes and 155 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $90.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $90.3M.

  • 443 institutional investors held Xylem (XYL) as of Q4 2015, up from 419 in Q3 2015.
  • Funds reported $5.8B of Xylem stock for Q4 2015, up 11% quarter-over-quarter.
  • 63 funds opened new Xylem positions in Q4 2015 and 32 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q4 2015 was Goldman Sachs, an estimated $90.8M added.
  • The largest Xylem seller in Q4 2015 was T. Rowe Price Associates, an estimated $90.3M sold.

Based on aggregated 13F filings for Q4 2015.