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Xylem
XYL

559 hedge funds and large institutions have $7.97B invested in Xylem in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $4.22M

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

7% more funds holding

Funds holding: 521 → 559 (+38)

9% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 174

0.17% more ownership

Funds ownership: 89.39% → 89.56% (+0.17%)

5% less capital invested

Capital invested by funds: $8.35B → $7.97B (-$389M)

59% less funds holding in top 10

Funds holding in top 10: 17 → 7 (-10)

Holders
559
Holders Change
+38
Holders Change %
+7.29%
% of All Funds
13.97%
Holding in Top 10
7
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-58.82%
% of All Funds
0.17%
New
96
Increased
189
Reduced
174
Closed
47
Calls
$9.38M
Puts
$4.22M
Net Calls
+$5.16M
Net Calls Change
+$6.11M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$44.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$41.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$40.6M
4
VFA
Virtus Fund Advisers
Connecticut
+$38.9M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$35.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$92M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$80.6M
3
PIM
Perkins Investment Management
Illinois
-$51.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.5M
5
Ameriprise
Ameriprise
Minnesota
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
551
Tradewinds Capital Management
Washington
$2K – – –
AAP
552
Arax Advisory Partners
Colorado
$2K +$1.88K +37 New
CFA
553
Camarda Financial Advisors
Florida
$2K +$2.38K +47 New
SWA
554
Sutton Wealth Advisors
Florida
$1.29K – – –
PFBT
555
Parkside Financial Bank & Trust
Missouri
$1K – – –
WTB
556
Washington Trust Bank
Washington
$1K – – –
VCM
557
Versant Capital Management
Arizona
$1K +$355 +7 +26%
Acadian Asset Management
558
Acadian Asset Management
Massachusetts
$1K +$1.22K +24 New
LS
559
Livforsakringsbolaget Skandia
Sweden
$274 +$281K +5,538 New
SLF
560
Sun Life Financial
Ontario, Canada
$96 +$253 +5 New
Barrow, Hanley, Mewhinney & Strauss
561
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$80.6M -1,537,468 Closed
PIM
562
Perkins Investment Management
Illinois
– -$51.9M -989,249 Closed
Select Equity Group
563
Select Equity Group
New York
– -$22.7M -433,325 Closed
SAM
564
Scopus Asset Management
New York
– -$21.8M -415,000 Closed
MTB
565
Mizuho Trust & Banking
Japan
– -$14.9M -283,304 Closed
Lord, Abbett & Co
566
Lord, Abbett & Co
New Jersey
– -$11.3M -216,245 Closed
MHP
567
Manatuck Hill Partners
Connecticut
– -$9.56M -182,200 Closed
ANTB
568
AMG National Trust Bank
Colorado
– -$6.88M -131,118 Closed
BPIM
569
Brant Point Investment Management
New York
– -$5.25M -100,000 Closed
WCA
570
Waratah Capital Advisors
Ontario, Canada
– -$4.13M -78,790 Closed
WI
571
WBI Investments
New Jersey
– -$3.78M -72,033 Closed
OCM
572
Olstein Capital Management
New York
– -$3.62M -69,000 Closed
NIM
573
NXG Investment Management
Texas
– -$3.38M -64,391 Closed
SH
574
Svenska Handelsbanken
Sweden
– -$3.02M -57,545 Closed
OAC
575
OMERS Administration Corp
Ontario, Canada
– -$2.76M -52,600 Closed
21 22
23
24 25

XYL Hedge Fund Activity: Q4 2016 in Review

559 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2016, worth a combined $7.97B — down 4.7% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new XYL positions and 47 closed out — a net gain of 49 holders — while 189 added to existing stakes and 174 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.6M. The largest seller was Fidelity Investments, cutting an estimated $92M.

  • 559 institutional investors held Xylem (XYL) as of Q4 2016, up from 521 in Q3 2016.
  • Funds reported $7.97B of Xylem stock for Q4 2016, down 4.7% quarter-over-quarter.
  • 96 funds opened new Xylem positions in Q4 2016 and 47 closed out, a net change of +49 holders.
  • The largest Xylem buyer in Q4 2016 was Goldman Sachs, an estimated $44.6M added.
  • The largest Xylem seller in Q4 2016 was Fidelity Investments, an estimated $92M sold.

Based on aggregated 13F filings for Q4 2016.