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Xylem
XYL

671 hedge funds and large institutions have $10.4B invested in Xylem in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 264 increasing their positions, 251 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $16.4M

1.01% more ownership

Funds ownership: 88% → 89.01% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 251

5% less funds holding

Funds holding: 709 → 671 (-38)

16% less capital invested

Capital invested by funds: $12.5B → $10.4B (-$2.05B)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

35% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 96

Holders
671
Holders Change
-38
Holders Change %
-5.36%
% of All Funds
14.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
62
Increased
264
Reduced
251
Closed
96
Calls
$19.4M
Puts
$16.4M
Net Calls
+$3.04M
Net Calls Change
+$3.02M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$654M
2
Victory Capital Management
Victory Capital Management
Texas
+$215M
3
BlackRock
BlackRock
New York
+$177M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$34.6M
5
Bank of America
Bank of America
North Carolina
+$30.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$333M
2
CVA
Ceredex Value Advisors
Florida
-$58.4M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
-$54.6M
4
AAM
Ardevora Asset Management
United Kingdom
-$51.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$79.5M -$6.04M -76,600 -6%
TG
27
TCW Group
California
$79.1M -$1.13M -14,370 -1%
Goldman Sachs
28
Goldman Sachs
New York
$77.2M -$3.94M -49,981 -4%
Deutsche Bank
29
Deutsche Bank
Germany
$69.3M -$21.8M -276,967 -21%
CAM
30
Congress Asset Management
Massachusetts
$69.1M -$869K -11,032 -1%
UBS AM
31
UBS AM
Illinois
$66.6M +$6.9M +87,583 +9%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$58.4M -$7.59M -96,293 -10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$56.7M +$17.6M +223,913 +35%
Charles Schwab
34
Charles Schwab
California
$53.3M +$874K +11,091 +1%
VIM
35
Veritas Investment Management
United Kingdom
$52.6M +$218K +2,772 +0.3%
EAM
36
Eventide Asset Management
Massachusetts
$51.6M +$252K +3,200 +0.4%
EVM
37
Eaton Vance Management
Massachusetts
$49.9M -$14M -178,232 -19%
JIC
38
Johnson Investment Counsel
Ohio
$47.4M +$5.78M +73,379 +14%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$47M +$2.88M +36,514 +5%
CS
40
Credit Suisse
Switzerland
$46.4M +$6.1M +77,399 +12%
Swiss National Bank
41
Swiss National Bank
Switzerland
$45.5M +$10.3M +131,200 +23%
Ameriprise
42
Ameriprise
Minnesota
$41.6M -$560K -7,103 -1%
RS
43
Robeco Schweiz
Switzerland
$40.7M -$7.58M -96,174 -14%
CS
44
Candriam SCA
Luxembourg
$40.5M +$2.44K +31 +0%
Morgan Stanley
45
Morgan Stanley
New York
$40.4M -$17.3M -219,743 -26%
KBC Group
46
KBC Group
Belgium
$38.9M -$5.45M -69,211 -10%
PPA
47
Parametric Portfolio Associates
Washington
$36.2M +$5.28M +66,947 +14%
N
48
Nuveen
North Carolina
$36.1M +$1.03M +13,091 +2%
NSCM
49
New South Capital Management
Tennessee
$35.9M -$13.1M -166,030 -23%
DC
50
Davenport & Co
Virginia
$35.4M -$252K -3,203 -0.6%
1
2
3 4 5

XYL Hedge Fund Activity: Q1 2020 in Review

671 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2020, worth a combined $10.4B — down 16% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of XYL and 62 opened new positions — a net loss of 34 holders — while 251 trimmed existing stakes and 264 added.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $654M. The largest seller was T. Rowe Price Associates, cutting an estimated $333M.

  • 671 institutional investors held Xylem (XYL) as of Q1 2020, down from 709 in Q4 2019.
  • Funds reported $10.4B of Xylem stock for Q1 2020, down 16% quarter-over-quarter.
  • 62 funds opened new Xylem positions in Q1 2020 and 96 closed out, a net change of -34 holders.
  • The largest Xylem buyer in Q1 2020 was Aristotle Capital Management, an estimated $654M added.
  • The largest Xylem seller in Q1 2020 was T. Rowe Price Associates, an estimated $333M sold.

Based on aggregated 13F filings for Q1 2020.