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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
DADC
451
D.A. Davidson & Co
Montana
$322K -$7.86K -101 -3%
SWM
452
SeaCrest Wealth Management
New York
$321K -$42.7K -549 -13%
HA
453
Harfst & Associates
Wyoming
$317K +$11.8K +151 +4%
Wealthfront Advisers
454
Wealthfront Advisers
California
$315K +$48.4K +622 +20%
VI
455
Vestcor Inc
New Brunswick, Canada
$314K -$7.63K -98 -3%
B
456
Bailard
California
$314K +$291K +3,732 New
FI
457
Fosun International
China
$313K +$291K +3,740 New
CIBC World Market
458
CIBC World Market
Ontario, Canada
$311K -$27.2K -350 -9%
IAN
459
Integrated Advisors Network
Texas
$311K -$18.9K -243 -6%
PFA
460
Paradigm Financial Advisors
Missouri
$311K
VFA
461
Voya Financial Advisors
Connecticut
$310K -$40.2K -517 -12%
DSC
462
Duncker Streett & Co
Missouri
$300K +$78 +1 +0%
CTC
463
Central Trust Company
Missouri
$298K +$40K +514 +17%
RIM
464
Redpoint Investment Management
Australia
$297K
RHBC
465
R.H. Bluestein & Co
Michigan
$294K
WT
466
Whittier Trust
California
$294K
IB
467
Intrust Bank
Kansas
$293K -$178K -2,281 -40%
JCM
468
Jacobi Capital Management
Pennsylvania
$290K +$203K +2,610 +410%
Bank Julius Baer & Co
469
Bank Julius Baer & Co
Switzerland
$289K -$52.1K -669 -16%
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$287K +$26.5K +341 +11%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$285K -$2.26K -29 -0.8%
VPIM
472
Vanguard Personalized Indexing Management
California
$280K +$259K +3,327 New
PTC
473
Philadelphia Trust Company
Pennsylvania
$279K +$259K +3,322 New
FAAS
474
First Allied Advisory Services
California
$277K +$16.7K +214 +7%
MSR
475
Main Street Research
Connecticut
$273K

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.