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653 hedge funds and large institutions have $12.9B invested in Xylem in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 199 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

107% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $14.5M

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

28% more capital invested

Capital invested by funds: $10.1B → $12.9B (+$2.79B)

2% more funds holding

Funds holding: 643653 (+10)

1.29% less ownership

Funds ownership: 86.61%85.33% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 264

Holders
653
Holders Change
+10
Holders Change %
+1.56%
% of All Funds
13.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
74
Increased
199
Reduced
264
Closed
57
Calls
$29.9M
Puts
$14.5M
Net Calls
+$15.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
501
HeadInvest LLC
Maine
$230K +$213K +2,740 New
CI
502
Conning Inc
Connecticut
$227K +$210K +2,700 New
JLBC
503
J.L. Bainbridge & Co
Florida
$227K +$210K +2,700 New
V
504
Veritable
Delaware
$227K +$210K +2,700 New
GDP
505
Great Diamond Partners
Maine
$222K +$206K +2,646 New
SWP
506
Stratos Wealth Partners
Ohio
$221K +$204K +2,625 New
SAM
507
Strategy Asset Managers
California
$221K +$205K +2,630 New
FT
508
Fiduciary Trust
Massachusetts
$220K +$203K +2,610 New
LF
509
Lantz Financial
Illinois
$220K +$204K +2,616 New
NERM
510
New England Research & Management
Illinois
$219K +$202K +2,600 New
JWCA
511
J.W. Cole Advisors
Florida
$218K +$202K +2,592 New
Los Angeles Capital Management
512
Los Angeles Capital Management
California
$217K +$201K +2,577 New
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$217K +$201K +2,578 New
KS
514
Karpas Strategies
Connecticut
$216K +$200K +2,568 New
FCCM
515
First City Capital Management
Georgia
$212K +$181K +2,330 New
HTC
516
Haverford Trust Company
Pennsylvania
$212K +$196K +2,520 New
ACP
517
Ashfield Capital Partners
California
$212K +$197K +2,525 New
LW
518
Linscomb Wealth
Texas
$212K +$197K +2,525 New
UFG
519
United Fire Group
Iowa
$210K
GIA
520
Guyasuta Investment Advisors
Pennsylvania
$210K +$195K +2,500 New
PA
521
Profund Advisors
Maryland
$208K +$193K +2,476 New
FHB
522
First Hawaiian Bank
Hawaii
$206K +$190K +2,443 New
FP
523
Foundry Partners
Minnesota
$205K +$189K +2,433 New
LIM
524
Leavell Investment Management
Alabama
$203K +$188K +2,415 New
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K -$27.2K -350 -13%

XYL Hedge Fund Activity: Q3 2020 in Review

653 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2020, worth a combined $12.9B — up 28% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XYL positions and 57 closed out — a net gain of 17 holders — while 199 added to existing stakes and 264 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $80.6M. The largest seller was Vanguard Group, cutting an estimated $44.7M.

  • 653 institutional investors held Xylem (XYL) as of Q3 2020, up from 643 in Q2 2020.
  • Funds reported $12.9B of Xylem stock for Q3 2020, up 28% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2020 and 57 closed out, a net change of +17 holders.
  • The largest Xylem buyer in Q3 2020 was Schroder Investment Management Group, an estimated $80.6M added.
  • The largest Xylem seller in Q3 2020 was Vanguard Group, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2020.