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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
HSA
426
HBK Sorce Advisory
Pennsylvania
$368K -$8.17K -105 -2%
PFO
427
Pathstone Family Office
New Jersey
$367K -$13K -167 -4%
Bessemer Group
428
Bessemer Group
New Jersey
$366K -$778 -10 -0.2%
YMRC
429
Yorktown Management & Research Company
Virginia
$366K
TRCT
430
Tower Research Capital (TRC)
New York
$365K +$186K +2,390 +122%
GT
431
Greenleaf Trust
Michigan
$359K +$701 +9 +0.2%
TCM
432
Telos Capital Management
California
$357K -$19.1K -245 -5%
EIP
433
Ellis Investment Partners
Pennsylvania
$356K +$1.09K +14 +0.3%
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$354K -$35K -450 -10%
WP
435
WealthPLAN Partners
Nebraska
$353K -$8.41K -108 -3%
TA
436
TFG Advisers
Michigan
$353K +$12.5K +161 +4%
IA
437
IndexIQ Advisors
New York
$353K +$151K +1,940 +86%
E
438
Ergoteles
New York
$353K +$327K +4,200 New
TCOV
439
Trust Company of Vermont
Vermont
$352K -$114K -1,459 -26%
MME
440
Meag Munich Ergo
Germany
$349K -$559K -7,180 -63%
Mackenzie Financial
441
Mackenzie Financial
Ontario, Canada
$342K +$4.13K +53 +1%
Simplex Trading
442
Simplex Trading
Illinois
$342K +$317K +4,076 New
FCH
443
Freestone Capital Holdings
Washington
$342K +$316K +4,064 New
SAM
444
S.A. Mason
Michigan
$341K
FA
445
FMA Advisory
Pennsylvania
$339K -$11.4K -146 -4%
IG
446
ING Group
Netherlands
$335K +$310K +3,983 New
EM
447
ELCO Management
New York
$330K -$533K -6,850 -64%
EMG
448
ETF Managers Group
New Jersey
$327K +$15.9K +204 +6%
CF
449
Centaurus Financial
California
$326K -$42.8K -550 -12%
AP
450
Advisor Partners
California
$326K -$14.8K -190 -5%

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.