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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
FHA
501
First Horizon Advisors
Tennessee
$52K
CIA
502
Cascade Investment Advisors
Oregon
$50.1K
ECM
503
Estabrook Capital Management
New York
$48.9K
SBL
504
Sargent Bickham Lagudis
Colorado
$48K +$21.3K +357 +86%
MA
505
MCF Advisors
Kentucky
$47K
MCA
506
Mercer Capital Advisers
New Jersey
$47K
SFG
507
SevenBridge Financial Group
Pennsylvania
$47K
GT
508
Greenleaf Trust
Michigan
$47K +$45.1K +755 New
PA
509
Parallel Advisors
California
$46K -$5.2K -87 -11%
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$46K +$6.75K +113 +18%
LWCFA
511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$299 +5 +0.7%
SIAS
512
Shine Investment Advisory Services
Colorado
$35K -$14K -235 -29%
BWA
513
Burt Wealth Advisors
Maryland
$35K
CG
514
Cutler Group
California
$33K +$31.6K +528 New
BTIS
515
BB&T Investment Services
North Carolina
$32K
VCM
516
Vigilant Capital Management
Maine
$32K
IP
517
Intellectus Partners
California
$31K
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$31K
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
CAW
520
Cornerstone Advisors (Washington)
Washington
$29K -$8.96K -150 -25%
HCM
521
Highlander Capital Management
New Jersey
$28K -$13.6K -228 -34%
CJA
522
C-J Advisory
California
$28K
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K +$6.04K +101 +31%
PCP
524
Proficio Capital Partners
Massachusetts
$26K -$478 -8 -2%
GLI
525
Guardian Life Insurance
New York
$25K

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.