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653 hedge funds and large institutions have $12.9B invested in Xylem in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 199 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

107% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $14.5M

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

28% more capital invested

Capital invested by funds: $10.1B → $12.9B (+$2.79B)

2% more funds holding

Funds holding: 643653 (+10)

1.29% less ownership

Funds ownership: 86.61%85.33% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 264

Holders
653
Holders Change
+10
Holders Change %
+1.56%
% of All Funds
13.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
74
Increased
199
Reduced
264
Closed
57
Calls
$29.9M
Puts
$14.5M
Net Calls
+$15.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
376
LS Investment Advisors
Michigan
$592K -$16.6K -213 -3%
Macquarie Group
377
Macquarie Group
Australia
$583K +$158K +2,032 +42%
TI
378
Tidal Investments
Wisconsin
$568K +$144K +1,846 +38%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$558K +$12.2K +157 +2%
GLA
380
Great Lakes Advisors
Illinois
$554K -$9.26K -119 -2%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$552K +$31.4K +404 +7%
PGAM
382
Princeton Global Asset Management
New Jersey
$544K -$117K -1,500 -19%
LNB
383
Ledyard National Bank
$542K -$3.97K -51 -0.8%
DAS
384
Dynamic Advisor Solutions
Arizona
$540K +$12.5K +160 +3%
HNB
385
Huntington National Bank
Ohio
$539K -$43K -553 -8%
ARMT
386
Amica Retiree Medical Trust
Rhode Island
$526K
SP
387
Symmetry Partners
Connecticut
$523K +$484K +6,220 New
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$519K +$58.5K +751 +14%
WAM
389
Westport Asset Management
Connecticut
$505K
HAG
390
HighPoint Advisor Group
Illinois
$500K +$48.2K +619 +13%
LOAMS
391
Lombard Odier Asset Management (Switzerland)
Switzerland
$493K +$457K +5,866 New
NB
392
NBT Bank
New York
$492K -$7.78K -100 -2%
IRF
393
IBM Retirement Fund
New York
$489K +$127K +1,633 +39%
CI
394
Cigna Investments
Connecticut
$485K
FAM
395
Fred Alger Management
New York
$484K
SEEDPG
396
S.E.E.D. Planning Group
New York
$478K -$56.5K -726 -11%
BC
397
Burney Company
Virginia
$476K
PFPT
398
Pinnacle Financial Partners (Tennessee)
Tennessee
$475K
PAG
399
Private Advisor Group
New Jersey
$473K -$1.25K -16 -0.2%
SL
400
Stevard LLC
Illinois
$470K +$56.8K +730 +15%

XYL Hedge Fund Activity: Q3 2020 in Review

653 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2020, worth a combined $12.9B — up 28% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XYL positions and 57 closed out — a net gain of 17 holders — while 199 added to existing stakes and 264 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $80.6M. The largest seller was Vanguard Group, cutting an estimated $44.7M.

  • 653 institutional investors held Xylem (XYL) as of Q3 2020, up from 643 in Q2 2020.
  • Funds reported $12.9B of Xylem stock for Q3 2020, up 28% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2020 and 57 closed out, a net change of +17 holders.
  • The largest Xylem buyer in Q3 2020 was Schroder Investment Management Group, an estimated $80.6M added.
  • The largest Xylem seller in Q3 2020 was Vanguard Group, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2020.