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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
CHC
501
City Holding Co
West Virginia
$8K
VOYA Investment Management
502
VOYA Investment Management
Georgia
$6.11K +$95.4K +1,946 +2%
CAL
503
Capital Advisors Ltd
Ohio
$6K
TWA
504
TCI Wealth Advisors
Arizona
$6K +$1.37K +28 +35%
APSP
505
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
KF
506
Krilogy Financial
Missouri
$5K
BGIM
507
Brandywine Global Investment Management
Pennsylvania
$5K +$3.87K +79 New
WRM
508
Westport Resources Management
Connecticut
$5K +$4.9K +100 New
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$3K
EWM
510
Edge Wealth Management
New York
$3K
VNA
511
Valley National Advisers
Pennsylvania
$3K
ZB
512
Zions Bancorporation
Utah
$3K
LAM
513
Lebenthal Asset Management
New York
$3K +$2.99K +61 New
TFO
514
Tarbox Family Office
California
$2K
TCM
515
Tradewinds Capital Management
Washington
$2K
SWA
516
Sutton Wealth Advisors
Florida
$1.36K
WTB
517
Washington Trust Bank
Washington
$1K -$1.86K -38 -64%
HCM
518
Herndon Capital Management
Georgia
$1K
PFBT
519
Parkside Financial Bank & Trust
Missouri
$1K
VCM
520
Versant Capital Management
Arizona
$1K +$343 +7 +35%
PIA
521
Piedmont Investment Advisors
North Carolina
$681
SBL
522
Sargent Bickham Lagudis
Colorado
$47 +$36.3K +741 +491%
Renaissance Technologies
523
Renaissance Technologies
New York
-$27.3M -611,900 Closed
FA
524
Friess Associates
Delaware
-$16.1M -360,000 Closed
MPAM
525
Monarch Partners Asset Management
Massachusetts
-$13.7M -306,250 Closed

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.