We are live on ! Find out more

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
TG
26
TCW Group
California
$96.8M -$3.64M -46,805 -4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$93.6M +$11.1M +141,997 +14%
Victory Capital Management
28
Victory Capital Management
Texas
$85.2M -$96.3K -1,237 -0.1%
CAM
29
Congress Asset Management
Massachusetts
$84.5M +$946K +12,151 +1%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$84.1M -$32M -411,096 -28%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$78.2M +$312K +4,010 +0.4%
EVM
32
Eaton Vance Management
Massachusetts
$74.4M +$1.72M +22,069 +2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$74.2M -$2M -25,696 -3%
UBS AM
34
UBS AM
Illinois
$73.7M +$225K +2,890 +0.3%
Morgan Stanley
35
Morgan Stanley
New York
$66.2M +$27.6M +354,098 +73%
Charles Schwab
36
Charles Schwab
California
$63.6M +$1M +12,911 +2%
VIM
37
Veritas Investment Management
United Kingdom
$63.5M +$2.2M +28,248 +4%
EAM
38
Eventide Asset Management
Massachusetts
$62.2M +$210K +2,700 +0.3%
CVA
39
Ceredex Value Advisors
Florida
$58.4M +$5.67M +72,850 +11%
NSCM
40
New South Capital Management
Tennessee
$56.6M -$649K -8,340 -1%
RS
41
Robeco Schweiz
Switzerland
$56M +$17.2M +220,501 +45%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$54.6M
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$53.9M +$472K +6,068 +0.9%
KBC Group
44
KBC Group
Belgium
$52.5M +$915K +11,751 +2%
AAM
45
Ardevora Asset Management
United Kingdom
$51.3M +$7.42M +95,300 +17%
Ameriprise
46
Ameriprise
Minnesota
$51M +$783K +10,056 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$50.9M +$1.03M +13,269 +2%
CS
48
Credit Suisse
Switzerland
$50M +$10.6M +135,890 +27%
Swiss National Bank
49
Swiss National Bank
Switzerland
$44.7M -$2.07M -26,600 -4%
BCIM
50
British Columbia Investment Management
British Columbia, Canada
$43.9M -$17.5M -224,422 -29%

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.