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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
LIA
351
LS Investment Advisors
Michigan
$808K -$808K -10,820 -52%
OI
352
Oakbrook Investments
Illinois
$807K +$754K +10,100 New
ECM
353
Everence Capital Management
Indiana
$793K
CG
354
Caprock Group
Idaho
$777K -$5.45K -73 -0.7%
WF
355
Welch & Forbes
Massachusetts
$774K
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$773K +$109K +1,464 +18%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$771K +$373 +5 +0.1%
CSS
358
Cubist Systematic Strategies
Connecticut
$752K -$2.4M -32,157 -77%
MC
359
Moors & Cabot
Massachusetts
$743K -$5.75K -77 -0.8%
PCA
360
Personal Capital Advisors
California
$742K +$225K +3,018 +48%
III
361
Independent Investors Inc
New York
$740K
American Century Companies
362
American Century Companies
Missouri
$737K +$64K +857 +10%
CCM
363
Covington Capital Management
California
$731K -$4.48K -60 -0.7%
PIA
364
Piedmont Investment Advisors
North Carolina
$725K +$524K +7,013 +339%
FC
365
Fayerweather Charles
$717K -$11.2K -150 -2%
FRM
366
Fox Run Management
Connecticut
$716K +$8.21K +110 +1%
BHWM
367
Bar Harbor Wealth Management
New Hampshire
$705K +$38.1K +510 +6%
FCM
368
Flinton Capital Management
Pennsylvania
$698K -$35.5K -476 -5%
LOAME
369
Lombard Odier Asset Management (Europe)
United Kingdom
$696K +$650K +8,708 New
CB
370
Commerce Bank
Missouri
$695K -$50K -670 -7%
CC
371
Cannell & Co
New York
$686K +$35.6K +477 +6%
RCM
372
Riverhead Capital Management
Delaware
$684K -$37.3K -500 -6%
PFSC
373
Peoples Financial Services Corp
Pennsylvania
$684K -$7.47K -100 -1%
AG
374
Advisor Group
Arizona
$679K -$55.9K -749 -8%
Public Sector Pension Investment Board (PSP Investments)
375
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$674K -$90.6K -1,214 -13%

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.