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426 hedge funds and large institutions have $5.58B invested in Xylem in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

79% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $2.49M

18% more capital invested

Capital invested by funds: $4.73B → $5.58B (+$846M)

7% more funds holding

Funds holding: 397426 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1.96% less ownership

Funds ownership: 89.32%87.36% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 182

Holders
426
Holders Change
+29
Holders Change %
+7.3%
% of All Funds
12.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
68
Increased
111
Reduced
182
Closed
37
Calls
$4.45M
Puts
$2.49M
Net Calls
+$1.96M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$46.7M -$41.2M -1,280,179 -49%
MPMG
27
Minneapolis Portfolio Management Group
Minnesota
$41.5M -$1.43M -44,567 -4%
NSCM
28
New South Capital Management
Tennessee
$41.5M +$3.37M +104,810 +10%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$41.2M +$31.4M +977,375 +455%
Victory Capital Management
30
Victory Capital Management
Texas
$40.5M -$1.12M -34,900 -3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$38.8M -$2.84M -88,250 -7%
Bank of America
32
Bank of America
North Carolina
$38.6M -$298K -9,258 -0.8%
ACH
33
ArrowMark Colorado Holdings
Colorado
$37.1M -$11.9M -369,929 -26%
PTC
34
Philadelphia Trust Company
Pennsylvania
$37M -$1.6M -49,626 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$35.8M +$21.1M +655,110 +172%
RS
36
Robeco Schweiz
Switzerland
$35.4M -$2.57M -79,757 -7%
Ameriprise
37
Ameriprise
Minnesota
$34M -$8.17M -253,998 -21%
Allianz Asset Management
38
Allianz Asset Management
Germany
$32.5M +$2.86M +88,882 +10%
Legal & General Group
39
Legal & General Group
United Kingdom
$31.1M +$248K +7,695 +0.9%
GC
40
GW Capital
Washington
$31M +$337K +10,491 +1%
Renaissance Technologies
41
Renaissance Technologies
New York
$30.6M +$28.5M +884,700 New
FIM
42
FourPoints Investment Managers
France
$29M -$12.1M -376,382 -31%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$28.9M +$13.1M +406,893 +95%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.8M +$327K +10,173 +1%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$25.6M +$23.8M +738,544 New
NI
46
Nuance Investments
Missouri
$24.1M -$15.6M -484,696 -41%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$23.6M -$29.9M -930,773 -58%
RFC
48
Russell Frank Company
Washington
$23.6M -$6.25M -194,156 -22%
MTB
49
Mizuho Trust & Banking
Japan
$20.7M -$7.91M -245,952 -29%
N
50
Nuveen
North Carolina
$19.8M +$237K +7,383 +1%

XYL Hedge Fund Activity: Q4 2013 in Review

426 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2013, worth a combined $5.58B — up 18% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XYL positions and 37 closed out — a net gain of 31 holders — while 111 added to existing stakes and 182 trimmed.

The largest buyer was Bain Capital Public Equity Management, opening a new position worth an estimated $72.3M. The largest seller was BB&T Securities, exiting entirely with an estimated $122M sold.

  • 426 institutional investors held Xylem (XYL) as of Q4 2013, up from 397 in Q3 2013.
  • Funds reported $5.58B of Xylem stock for Q4 2013, up 18% quarter-over-quarter.
  • 68 funds opened new Xylem positions in Q4 2013 and 37 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q4 2013 was Bain Capital Public Equity Management, an estimated $72.3M added.
  • The largest Xylem seller in Q4 2013 was BB&T Securities, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.