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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
SAMC
476
Shinko Asset Management Company
Japan
$24K
CGT
477
Capital Guardian Trust
California
$17K -$347K -7,085 -96%
FANJ
478
Financial Architects (New Jersey)
New Jersey
$16K
PCP
479
Proficio Capital Partners
Massachusetts
$16K +$1.96K +40 +16%
Simplex Trading
480
Simplex Trading
Illinois
$16K +$15.1K +308 New
PFS
481
Physicians Financial Services
North Carolina
$15K
GWM
482
Geneos Wealth Management
Colorado
$15K +$7.21K +147 +104%
CIM
483
Contravisory Investment Management
Massachusetts
$15K +$14.4K +294 New
MWM
484
MinichMacGregor Wealth Management
New York
$13K -$4.12K -84 -24%
CCM
485
Cribstone Capital Management
Maine
$13K
National Pension Service
486
National Pension Service
South Korea
$13K +$6.28K +128 +105%
FPFS
487
First Personal Financial Services
North Carolina
$12K +$11K +225 New
GAM
488
Gemmer Asset Management
California
$11K
S
489
SignatureFD
Georgia
$11K +$3.53K +72 +54%
JFA
490
JNBA Financial Advisors
Minnesota
$11K +$10.1K +205 New
CFA
491
CT Financial Advisors
Pennsylvania
$10.5K
HI
492
Hudock Inc
Pennsylvania
$10K
MWP
493
MYCIO Wealth Partners
Pennsylvania
$10K
OSNBOA
494
Old Second National Bank of Aurora
Illinois
$10K
QCG
495
Quadrant Capital Group
Ohio
$10K
WT
496
Whittier Trust
California
$10K
CHP
497
Cable Hill Partners
Oregon
$10K +$1.72K +35 +24%
KT
498
Kanaly Trust
Texas
$10K +$9.81K +200 New
SSB
499
Sandy Spring Bank
Maryland
$9K
TCA
500
Tortoise Capital Advisors
Kansas
$9K

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.