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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
LNB
526
Ledyard National Bank
$25K
TG
527
TLP Group
Illinois
$22K +$15K +251 +251%
WEC
528
Winslow Evans & Crocker
Massachusetts
$21.1K +$60 +1 +0.3%
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$21K -$777 -13 -4%
CBT
530
Capital Bank & Trust
California
$20K
MCIA
531
Mountain Capital Investment Advisors
Colorado
$20K +$12K +200 +167%
RFA
532
Reilly Financial Advisors
California
$19K -$12K -200 -40%
KF
533
Krilogy Financial
Missouri
$19K +$1.85K +31 +11%
GWM
534
Geneos Wealth Management
Colorado
$18K
GBT
535
Grove Bank & Trust
Florida
$17K -$5.98K -100 -27%
MWM
536
MinichMacGregor Wealth Management
New York
$17K -$2.09K -35 -11%
DBT
537
Dubuque Bank & Trust
Iowa
$17K
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$16K +$4K +67 +36%
GAM
539
Gemmer Asset Management
California
$14K
MFT
540
Moisand Fitzgerald Tamayo
Florida
$14K +$13.7K +229 New
TF
541
Tompkins Financial
New York
$13K -$41.2K -690 -78%
CHP
542
Cable Hill Partners
Oregon
$13K
RE
543
RBC Europe
United Kingdom
$12.5K +$12K +200 New
WB
544
Webster Bank
Connecticut
$12K -$12.7K -213 -53%
HI
545
Hudock Inc
Pennsylvania
$12K
QCG
546
Quadrant Capital Group
Ohio
$12K
SIC
547
Salem Investment Counselors
North Carolina
$11K
ZB
548
Zions Bancorporation
Utah
$11K +$10.8K +180 New
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SSB
550
Sandy Spring Bank
Maryland
$10K

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.