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666 hedge funds and large institutions have $12.4B invested in Xylem in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 206 increasing their positions, 254 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $12.9M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $10.5B → $12.4B (+$1.86B)

3% more funds holding

Funds holding: 644666 (+22)

0.6% less ownership

Funds ownership: 86.84%86.24% (-0.6%)

19% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 254

Holders
666
Holders Change
+22
Holders Change %
+3.42%
% of All Funds
15.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
82
Increased
206
Reduced
254
Closed
51
Calls
$29.5M
Puts
$12.9M
Net Calls
+$16.6M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$89.4M +$456K +6,110 +0.5%
AAMU
27
Amundi Asset Management US
Massachusetts
$82.3M +$30.7M +410,728 +66%
Morgan Stanley
28
Morgan Stanley
New York
$80.6M -$12.5M -167,024 -14%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$79.7M +$1.37M +18,310 +2%
Charles Schwab
30
Charles Schwab
California
$79.6M +$5.17M +69,230 +7%
Legal & General Group
31
Legal & General Group
United Kingdom
$75.9M +$6.8M +91,099 +11%
CIC
32
Chilton Investment Company
Connecticut
$73.3M -$29.3K -393 -0%
Deutsche Bank
33
Deutsche Bank
Germany
$72.7M -$20.5M -275,018 -23%
NSCM
34
New South Capital Management
Tennessee
$68.7M -$7.48M -100,232 -10%
ACM
35
Atlanta Capital Management
Georgia
$67.5M +$8.22M +110,121 +15%
EVM
36
Eaton Vance Management
Massachusetts
$67.4M -$7.44M -99,690 -11%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$66.3M +$5.65M +75,725 +10%
UBS AM
38
UBS AM
Illinois
$60.6M +$970K +12,995 +2%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$57.3M -$126K -1,688 -0.2%
Handelsbanken Fonder
40
Handelsbanken Fonder
Sweden
$55.4M -$6.9M -92,443 -12%
VIM
41
Veritas Investment Management
United Kingdom
$52M +$48M +643,450 +8,378%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$50.4M +$71.7K +961 +0.2%
TG
43
TCW Group
California
$50.3M +$44.8M +600,183 +2,014%
CRM
44
Cramer Rosenthal McGlynn
Connecticut
$48.8M -$7.61M -101,868 -14%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$48.7M +$113K +1,518 +0.2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$45.9M -$1.49M -19,900 -3%
KBC Group
47
KBC Group
Belgium
$40.3M -$4.1M -54,929 -10%
CS
48
Credit Suisse
Switzerland
$40M -$356K -4,769 -0.9%
KCM
49
Kornitzer Capital Management
Kansas
$39.9M -$53K -710 -0.1%
MPIA
50
Mountain Pacific Investment Advisers
Idaho
$36.3M -$52.9K -708 -0.2%

XYL Hedge Fund Activity: Q3 2018 in Review

666 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2018, worth a combined $12.4B — up 18% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XYL positions and 51 closed out — a net gain of 31 holders — while 206 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $182M. The largest seller was Invesco, cutting an estimated $70.8M.

  • 666 institutional investors held Xylem (XYL) as of Q3 2018, up from 644 in Q2 2018.
  • Funds reported $12.4B of Xylem stock for Q3 2018, up 18% quarter-over-quarter.
  • 82 funds opened new Xylem positions in Q3 2018 and 51 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q3 2018 was BlackRock, an estimated $182M added.
  • The largest Xylem seller in Q3 2018 was Invesco, an estimated $70.8M sold.

Based on aggregated 13F filings for Q3 2018.