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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
WP
401
WealthPLAN Partners
Nebraska
$259K -$6.52K -133 -3%
CC
402
ClearArc Capital
Ohio
$257K +$16.7K +341 +7%
TW
403
Transform Wealth
Colorado
$252K -$41.7K -850 -15%
TCM
404
Telos Capital Management
California
$250K -$4.27K -87 -2%
DSC
405
Duncker Streett & Co
Missouri
$238K +$98 +2 +0%
MSV
406
MN Services Vermogensbeheer
Netherlands
$236K
LC
407
Lincoln Capital
Nebraska
$235K
CAM
408
Cypress Asset Management
Texas
$227K +$212K +4,330 New
OMCS
409
Old Mutual Customised Solutions
South Africa
$226K -$49K -1,000 -19%
AIP
410
Ameritas Investment Partners
Nebraska
$225K +$210K +4,283 New
W
411
Wealthfront
California
$223K +$208K +4,248 New
CAN
412
Cetera Advisor Networks
California
$223K +$209K +4,256 New
CIBC World Market
413
CIBC World Market
Ontario, Canada
$223K +$209K +4,256 New
EWM
414
Evercore Wealth Management
New York
$214K -$6.38K -130 -3%
DILH
415
Dai-ichi Life Holdings
Japan
$213K +$199K +4,061 New
KIA
416
KCM Investment Advisors
California
$205K +$192K +3,910 New
CI
417
Conning Inc
Connecticut
$204K +$191K +3,888 New
HSA
418
HBK Sorce Advisory
Pennsylvania
$204K +$191K +3,891 New
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$201K -$5.88K -120 -3%
CWM
420
Concert Wealth Management
California
$201K +$189K +3,849 New
RA
421
Rational Advisors
New York
$197K +$185K +3,763 New
PCM
422
Penserra Capital Management
California
$190K +$87.4K +1,782 +96%
GXMC
423
Global X Management Company
New York
$186K +$78.3K +1,596 +82%
MFS
424
MSI Financial Services
Massachusetts
$185K +$12K +244 +7%
Pacer Advisors
425
Pacer Advisors
Pennsylvania
$175K -$738K -15,054 -82%

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.