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573 hedge funds and large institutions have $9.8B invested in Xylem in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $2.96M

88% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more capital invested

Capital invested by funds: $8.77B → $9.8B (+$1.03B)

4% more funds holding

Funds holding: 549573 (+24)

1.01% less ownership

Funds ownership: 88.21%87.19% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 218

Holders
573
Holders Change
+24
Holders Change %
+4.37%
% of All Funds
14.29%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
62
Increased
186
Reduced
218
Closed
33
Calls
$16.6M
Puts
$2.96M
Net Calls
+$13.7M
Net Calls Change
-$7.27M
Name Holding Trade Value Shares
Change
Change in
Stake
UFG
476
United Fire Group
Iowa
$157K
QI
477
QS Investors
New York
$151K
CCM
478
Cribstone Capital Management
Maine
$151K +$9.03K +151 +7%
RIM
479
Rampart Investment Management
Connecticut
$143K -$1.55K -26 -1%
TCOV
480
Trust Company of Vermont
Vermont
$132K
BBHC
481
Brown Brothers Harriman & Co
New York
$116K +$61K +1,020 +124%
ASN
482
Advisory Services Network
Georgia
$104K
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$104K +$60 +1 +0.1%
IR
484
Invictus RG
Bermuda
$104K +$99.4K +1,663 New
ED
485
Exane Derivatives
France
$92.3K -$14.5K -242 -14%
SLF
486
Sun Life Financial
Ontario, Canada
$83K +$299 +5 +0.4%
OFW
487
Omnia Family Wealth
Florida
$77K
AIM
488
Anchor Investment Management
South Carolina
$75.2K
FPFS
489
First Personal Financial Services
North Carolina
$73K
AssetMark Inc
490
AssetMark Inc
California
$70K +$2.69K +45 +4%
OIA
491
OneDigital Investment Advisors
Kansas
$69K
EMG
492
ETF Managers Group
New Jersey
$66K +$5.2K +87 +9%
CFA
493
Carroll Financial Associates
North Carolina
$64K -$12K -200 -17%
SFSIG
494
San Francisco Sentry Investment Group
California
$64K -$10.6K -177 -15%
ARMT
495
Amica Retiree Medical Trust
Rhode Island
$64K
RWA
496
Ropes Wealth Advisors
Massachusetts
$64K +$12K +200 +25%
KPCM
497
Kings Point Capital Management
New York
$63K
FPS
498
Fieldpoint Private Securities
Connecticut
$63K +$60.1K +1,005 New
EWM
499
Evercore Wealth Management
New York
$61K -$14.9K -250 -20%
BL
500
Balentine LLC
Georgia
$61K

XYL Hedge Fund Activity: Q3 2017 in Review

573 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2017, worth a combined $9.8B — up 12% from $8.77B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new XYL positions and 33 closed out — a net gain of 29 holders — while 186 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 573 institutional investors held Xylem (XYL) as of Q3 2017, up from 549 in Q2 2017.
  • Funds reported $9.8B of Xylem stock for Q3 2017, up 12% quarter-over-quarter.
  • 62 funds opened new Xylem positions in Q3 2017 and 33 closed out, a net change of +29 holders.
  • The largest Xylem buyer in Q3 2017 was Fidelity Investments, an estimated $83M added.
  • The largest Xylem seller in Q3 2017 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2017.