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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
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$80.6M
Geode Capital Management
27
Geode Capital Management
Massachusetts
$80.3M +$3.81M +77,762 +5%
O
28
OppenheimerFunds
New York
$78.6M -$4.76K -97 -0%
AllianceBernstein
29
AllianceBernstein
Tennessee
$77.8M -$25.7M -523,237 -26%
American Century Companies
30
American Century Companies
Missouri
$59.8M -$1M -20,402 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$53.5M +$607K +12,377 +1%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$52.3M +$42.8M +873,113 +699%
PIM
33
Perkins Investment Management
Illinois
$51.9M
RS
34
Robeco Schweiz
Switzerland
$51.2M +$65.5K +1,336 +0.1%
PI
35
PGGM Investments
Netherlands
$50.4M
GC
36
Guggenheim Capital
Illinois
$49M +$934K +19,043 +2%
Teacher Retirement System of Texas
37
Teacher Retirement System of Texas
Texas
$47.7M +$6.27M +127,794 +16%
AT
38
AMF Tjänstepension
Sweden
$47.1M
Deutsche Bank
39
Deutsche Bank
Germany
$45.5M -$18.7M -380,633 -30%
Legal & General Group
40
Legal & General Group
United Kingdom
$43M +$118K +2,399 +0.3%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$41.8M +$1.67M +34,115 +4%
SG Americas Securities
42
SG Americas Securities
New York
$39.7M +$36.2M +738,317 +4,162%
PAM
43
Panagora Asset Management
Massachusetts
$38.5M -$345K -7,045 -1%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$37.8M -$1.09M -22,231 -3%
Charles Schwab
45
Charles Schwab
California
$37.1M +$1.24M +25,351 +4%
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$33.7M +$31.5M +642,675 New
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$33.7M +$4.23M +86,302 +16%
Morgan Stanley
48
Morgan Stanley
New York
$30.2M +$915K +18,652 +3%
AQR Capital Management
49
AQR Capital Management
Connecticut
$29.7M +$4.13M +84,272 +17%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$29.2M -$1.04M -21,200 -4%

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.