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521 hedge funds and large institutions have $8.35B invested in Xylem in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 187 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

20% more capital invested

Capital invested by funds: $6.96B → $8.35B (+$1.4B)

2.27% more ownership

Funds ownership: 87.12%89.39% (+2.3%)

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

0% less funds holding

Funds holding: 523521 (-2)

8% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 187

11% less call options, than puts

Call options by funds: $8.02M | Put options by funds: $8.97M

Holders
521
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.9%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.45%
New
57
Increased
172
Reduced
187
Closed
53
Calls
$8.02M
Puts
$8.97M
Net Calls
-$954K
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
351
Portland Global Advisors
Maine
$465K -$8.09K -165 -2%
MC
352
Moors & Cabot
Massachusetts
$464K +$27.8K +566 +7%
GA
353
Geneva Advisors
Illinois
$454K
RMDI
354
R.M. Davis Inc
Maine
$453K +$11.3K +230 +3%
GL
355
GLG LLC
New York
$452K -$38.3K -781 -8%
WEC
356
Winslow Evans & Crocker
Massachusetts
$444K +$403K +8,224 +3,343%
NBG
357
Nancy B. Gardiner
$442K +$45K +917 +12%
BEAM
358
Baker Ellis Asset Management
Washington
$440K -$4.9K -100 -1%
MCM
359
McRae Capital Management
New Jersey
$433K
JIP
360
Jaffetilchin Investment Partners
Florida
$429K -$176K -3,591 -31%
ClearBridge Investments
361
ClearBridge Investments
New York
$429K
DC
362
Deere & Company
Illinois
$422K
AP
363
Appleton Partners
Massachusetts
$421K +$394K +8,026 New
GG
364
Gofen & Glossberg
Illinois
$417K -$196 -4 -0.1%
ECM
365
Everence Capital Management
Indiana
$396K
LMGAM
366
Liberty Mutual Group Asset Management
Massachusetts
$389K -$110K -2,239 -23%
BC
367
Burney Company
Virginia
$386K
CC
368
Cannell & Co
New York
$383K
Mariner
369
Mariner
Kansas
$383K +$82.4K +1,680 +30%
BRWA
370
B. Riley Wealth Advisors
Florida
$368K +$4.9K +100 +1%
BFM
371
Boothbay Fund Management
New York
$367K -$143K -2,926 -29%
HNB
372
Huntington National Bank
Ohio
$367K
ECM
373
ETrade Capital Management
Virginia
$358K +$334K +6,820 New
IG
374
ING Group
Netherlands
$346K +$18K +367 +6%
LPL Financial
375
LPL Financial
California
$338K -$20.9K -427 -6%

XYL Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2016, worth a combined $8.35B — up 20% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new XYL positions and 53 closed out — a net gain of 4 holders — while 172 added to existing stakes and 187 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $75.2M. The largest seller was Invesco, cutting an estimated $34M.

  • 521 institutional investors held Xylem (XYL) as of Q3 2016, down from 523 in Q2 2016.
  • Funds reported $8.35B of Xylem stock for Q3 2016, up 20% quarter-over-quarter.
  • 57 funds opened new Xylem positions in Q3 2016 and 53 closed out, a net change of +4 holders.
  • The largest Xylem buyer in Q3 2016 was Fidelity Investments, an estimated $75.2M added.
  • The largest Xylem seller in Q3 2016 was Invesco, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2016.