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709 hedge funds and large institutions have $12.5B invested in Xylem in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 276 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 51

33% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 208

5% more funds holding

Funds holding: 676709 (+33)

1.02% more ownership

Funds ownership: 86.98%88% (+1%)

0% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $9.7M

0% more capital invested

Capital invested by funds: $12.5B → $12.5B (+$19.8M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
709
Holders Change
+33
Holders Change %
+4.88%
% of All Funds
13.97%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.1%
New
99
Increased
276
Reduced
208
Closed
51
Calls
$9.73M
Puts
$9.7M
Net Calls
+$28K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Caprock Group
Idaho
$405K +$11.6K +149 +3%
YMRC
452
Yorktown Management & Research Company
Virginia
$402K +$132K +1,700 +50%
BAM
453
Blueshift Asset Management
New Jersey
$400K +$396K +5,083 New
MCM
454
McRae Capital Management
New Jersey
$395K +$389 +5 +0.1%
PFA
455
Paradigm Financial Advisors
Missouri
$394K
RHBC
456
R.H. Bluestein & Co
Michigan
$394K
GA
457
Geller Advisors
New York
$393K +$7.63K +98 +2%
MGIM
458
M&G Investment Management
United Kingdom
$388K +$382K +4,907 New
HF
459
HRT Financial
New York
$386K +$382K +4,909 New
CI
460
Cigna Investments
Connecticut
$385K -$45.4K -583 -11%
HAG
461
HighPoint Advisor Group
Illinois
$382K +$17.7K +227 +5%
PFS
462
Prospera Financial Services
Texas
$376K +$371K +4,769 New
TI
463
Trexquant Investment
Connecticut
$374K +$369K +4,741 New
AIA
464
Angeles Investment Advisors
California
$373K +$128K +1,642 +53%
FMLI
465
Fukoku Mutual Life Insurance
Japan
$370K
MCCP
466
Mission Creek Capital Partners
California
$370K +$366K +4,702 New
OWD
467
Osborn Williams & Donohoe
Ohio
$368K +$364K +4,675 New
FA
468
FDx Advisors
Illinois
$362K +$1.01K +13 +0.3%
ECM
469
Evergreen Capital Management
Washington
$361K
CNBT
470
Canandaigua National Bank & Trust
New York
$354K -$32.7K -420 -9%
LC
471
Lincoln Capital
Nebraska
$354K
HSA
472
HBK Sorce Advisory
Pennsylvania
$353K -$7.78K -100 -2%
AA
473
ALPS Advisors
Colorado
$352K -$15.2K -195 -4%
KWM
474
Kingsview Wealth Management
Oregon
$352K +$125K +1,601 +56%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$349K -$700 -9 -0.2%

XYL Hedge Fund Activity: Q4 2019 in Review

709 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2019, worth a combined $12.5B — up 0.16% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XYL positions and 51 closed out — a net gain of 48 holders — while 276 added to existing stakes and 208 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $34.9M. The largest seller was BlackRock, cutting an estimated $52M.

  • 709 institutional investors held Xylem (XYL) as of Q4 2019, up from 676 in Q3 2019.
  • Funds reported $12.5B of Xylem stock for Q4 2019, up 0.16% quarter-over-quarter.
  • 99 funds opened new Xylem positions in Q4 2019 and 51 closed out, a net change of +48 holders.
  • The largest Xylem buyer in Q4 2019 was Pictet Asset Management (UK), an estimated $34.9M added.
  • The largest Xylem seller in Q4 2019 was BlackRock, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2019.