We are live on ! Find out more

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
RWA
551
Ropes Wealth Advisors
Massachusetts
$81K
BWM
552
BerganKDV Wealth Management
Minnesota
$80K
WTC
553
WhitTier Trust Company
Nevada
$80K
AIM
554
Anchor Investment Management
South Carolina
$79.9K -$14.9K -200 -17%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72K -$18.7K -250 -22%
AF
556
Advisornet Financial
Minnesota
$69K +$10.5K +140 +19%
NC
557
NewSquare Capital
Pennsylvania
$66K
CIA
558
Cascade Investment Advisors
Oregon
$63.9K
FHA
559
First Horizon Advisors
Tennessee
$61K
FHB
560
First Hawaiian Bank
Hawaii
$61K +$56.9K +762 New
MA
561
MCF Advisors
Kentucky
$60K
MCA
562
Mercer Capital Advisers
New Jersey
$60K
SFG
563
SevenBridge Financial Group
Pennsylvania
$60K
SFSIG
564
San Francisco Sentry Investment Group
California
$59K -$9.26K -124 -15%
AssetMark Inc
565
AssetMark Inc
California
$59K -$597 -8 -1%
APP
566
Avantax Planning Partners
Iowa
$59K +$54.7K +733 New
FPFS
567
First Personal Financial Services
North Carolina
$56K
ECM
568
Estabrook Capital Management
New York
$55.9K
SBL
569
Sargent Bickham Lagudis
Colorado
$55K -$6.87K -92 -12%
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$2.31K -31 -4%
PA
571
Parallel Advisors
California
$53K +$3.14K +42 +7%
GWM
572
Geneos Wealth Management
Colorado
$53K +$13.6K +182 +37%
CB
573
Community Bank
New York
$52K
HWA
574
Heritage Wealth Advisors
Virginia
$51K +$47.8K +640 New
TC
575
Trilogy Capital
California
$47K

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.