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666 hedge funds and large institutions have $12.4B invested in Xylem in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 206 increasing their positions, 254 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $12.9M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $10.5B → $12.4B (+$1.86B)

3% more funds holding

Funds holding: 644666 (+22)

0.6% less ownership

Funds ownership: 86.84%86.24% (-0.6%)

19% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 254

Holders
666
Holders Change
+22
Holders Change %
+3.42%
% of All Funds
15.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
82
Increased
206
Reduced
254
Closed
51
Calls
$29.5M
Puts
$12.9M
Net Calls
+$16.6M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
501
Claraphi Advisory Network
United States
$230K +$215K +2,877 New
Macquarie Group
502
Macquarie Group
Australia
$228K -$4.18K -56 -2%
BA
503
Boston Advisors
Massachusetts
$225K +$210K +2,815 New
BBHC
504
Brown Brothers Harriman & Co
New York
$224K -$203K -2,725 -49%
HTC
505
Haverford Trust Company
Pennsylvania
$224K +$209K +2,799 New
DILIC
506
Dai-ichi Life Insurance Company
Japan
$224K +$209K +2,801 New
HL
507
HeadInvest LLC
Maine
$223K +$209K +2,795 New
HA
508
Harfst & Associates
Wyoming
$220K +$206K +2,757 New
GT
509
Greenleaf Trust
Michigan
$218K +$203K +2,724 New
FA
510
FDx Advisors
Illinois
$218K +$204K +2,730 New
JLBC
511
J.L. Bainbridge & Co
Florida
$216K +$202K +2,700 New
FM
512
Family Management
New York
$212K +$199K +2,660 New
GG
513
Gofen & Glossberg
Illinois
$210K +$197K +2,634 New
NERM
514
New England Research & Management
Illinois
$208K +$194K +2,600 New
MCM
515
Maple Capital Management
Vermont
$206K +$193K +2,583 New
KS
516
Karpas Strategies
Connecticut
$205K +$192K +2,568 New
LW
517
Linscomb Wealth
Texas
$204K +$191K +2,558 New
NSIM
518
North Star Investment Management
Illinois
$202K +$224 +3 +0.1%
UFG
519
United Fire Group
Iowa
$200K
GIA
520
Guyasuta Investment Advisors
Pennsylvania
$200K +$187K +2,500 New
LCM
521
Laurion Capital Management
New York
$200K +$187K +2,500 New
ST
522
Sageworth Trust
Pennsylvania
$196K +$142K +1,900 +345%
Qube Research & Technologies (QRT)
523
Qube Research & Technologies (QRT)
United Kingdom
$196K +$184K +2,459 New
DCM
524
Dupont Capital Management
Delaware
$192K
QI
525
QS Investors
New York
$192K

XYL Hedge Fund Activity: Q3 2018 in Review

666 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2018, worth a combined $12.4B — up 18% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XYL positions and 51 closed out — a net gain of 31 holders — while 206 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $182M. The largest seller was Invesco, cutting an estimated $70.8M.

  • 666 institutional investors held Xylem (XYL) as of Q3 2018, up from 644 in Q2 2018.
  • Funds reported $12.4B of Xylem stock for Q3 2018, up 18% quarter-over-quarter.
  • 82 funds opened new Xylem positions in Q3 2018 and 51 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q3 2018 was BlackRock, an estimated $182M added.
  • The largest Xylem seller in Q3 2018 was Invesco, an estimated $70.8M sold.

Based on aggregated 13F filings for Q3 2018.