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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
BFEC
426
Benjamin F. Edwards & Company
Missouri
$169K +$20.4K +416 +15%
DAM
427
Delta Asset Management
Tennessee
$157K
GT
428
Glenmede Trust
Pennsylvania
$154K +$1.81K +37 +1%
IA
429
IFP Advisors
Florida
$134K +$3.63K +74 +3%
UFG
430
United Fire Group
Iowa
$131K
AG
431
Advisor Group
Arizona
$131K +$11.1K +227 +10%
TG
432
TLP Group
Illinois
$129K -$525K -10,701 -81%
TCOV
433
Trust Company of Vermont
Vermont
$129K -$24.5K -500 -17%
Parallax Volatility Advisers
434
Parallax Volatility Advisers
California
$123K +$115K +2,350 New
TRCT
435
Tower Research Capital (TRC)
New York
$114K -$149K -3,044 -58%
MAM
436
Mizuho Asset Management
Japan
$106K -$14.5K -296 -13%
HDIM
437
Hanson & Doremus Investment Management
Vermont
$97K
ASN
438
Advisory Services Network
Georgia
$83K +$4.12K +84 +6%
Macquarie Group
439
Macquarie Group
Australia
$79K -$73.6K -1,500 -50%
WOC
440
West Oak Capital
California
$78.7K
CFA
441
Carroll Financial Associates
North Carolina
$73K
AssetMark Inc
442
AssetMark Inc
California
$65K +$1.86K +38 +3%
ARMT
443
Amica Retiree Medical Trust
Rhode Island
$64K
AIM
444
Anchor Investment Management
South Carolina
$62.9K
NSIM
445
North Star Investment Management
Illinois
$58K +$147 +3 +0.3%
RFA
446
Reilly Financial Advisors
California
$53K -$4.02K -82 -7%
BAM
447
Brave Asset Management
New Jersey
$52K
KPCM
448
Kings Point Capital Management
New York
$52K
CAW
449
Cornerstone Advisors (Washington)
Washington
$52K +$18.8K +383 +63%
PSUF
450
People's United Financial
Connecticut
$51K

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.