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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
Simplex Trading
401
Simplex Trading
Illinois
$4K -$437 -13 -9%
CAL
402
Capital Advisors Ltd
Ohio
$4K
TCA
403
Tortoise Capital Advisors
Kansas
$4K +$471 +14 +13%
TSU
404
TD Securities (USA)
New York
$3K -$2.47M -73,350 -100%
TWA
405
TCI Wealth Advisors
Arizona
$3K -$7K -208 -72%
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K
ZB
407
Zions Bancorporation
Utah
$3K +$2.42K +72 New
KF
408
Krilogy Financial
Missouri
$3K +$3.03K +90 New
TRCT
409
Tower Research Capital (TRC)
New York
$3K +$3.37K +100 New
EWM
410
Edge Wealth Management
New York
$2K
VNA
411
Valley National Advisers
Pennsylvania
$2K
CAW
412
Cornerstone Advisors (Washington)
Washington
$2K +$1.18K +35 +146%
JFA
413
JNBA Financial Advisors
Minnesota
$1K
LFR
414
Lehman Financial Resources
Pennsylvania
$1K
TFO
415
Tarbox Family Office
California
$1K
TCM
416
Tradewinds Capital Management
Washington
$1K
SSB
417
Sandy Spring Bank
Maryland
$1K +$606 +18 New
PFBT
418
Parkside Financial Bank & Trust
Missouri
$1K +$807 +24 New
N
419
Nuveen
North Carolina
$420 -$77.8K -2,312 -15%
MNA
420
Manning & Napier Advisors
New York
-$105M -2,996,870 Closed
DS
421
Dudley & Shanley
Florida
-$26M -700,150 Closed
BKBG
422
BHF Kleinwort Benson Group
Belgium
-$22.9M -617,578 Closed
Renaissance Technologies
423
Renaissance Technologies
New York
-$9.71M -261,897 Closed
SCP
424
Scoria Capital Partners
Connecticut
-$4.66M -125,600 Closed
Balyasny Asset Management
425
Balyasny Asset Management
Illinois
-$3.71M -100,000 Closed

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.