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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
CCA
551
Column Capital Advisors
Indiana
$82K -$11.1K -142 -13%
BAM
552
Barrett Asset Management
New York
$80K
BBHC
553
Brown Brothers Harriman & Co
New York
$78K +$47.8K +614 +194%
CIA
554
Cascade Investment Advisors
Oregon
$75.7K
NC
555
NewSquare Capital
Pennsylvania
$70K
ASN
556
Advisory Services Network
Georgia
$70K +$64.4K +827 New
CT
557
Caldwell Trust
Florida
$67.3K
FMT
558
First Mercantile Trust
Tennessee
$66K -$159K -2,045 -74%
C
559
Cerebellum
California
$65K +$59.8K +768 New
TFM
560
TFC Financial Management
Massachusetts
$64K +$59.5K +765 New
MA
561
MCF Advisors
Kentucky
$63K
AssetMark Inc
562
AssetMark Inc
California
$60K -$623 -8 -1%
HWA
563
Heritage Wealth Advisors
Virginia
$59.9K
SWM
564
Selective Wealth Management
Virginia
$59K
ECM
565
Estabrook Capital Management
New York
$58.9K
SBL
566
Sargent Bickham Lagudis
Colorado
$58K
GWS
567
Glassman Wealth Services
Virginia
$57K -$15.7K -202 -23%
RIM
568
Rampart Investment Management
Connecticut
$53K -$292K -3,748 -86%
T
569
TOBAM
France
$52K +$47.7K +613 New
PWMG
570
Prestige Wealth Management Group
New Jersey
$50K
HGWM
571
Harvest Group Wealth Management
Massachusetts
$50K +$156 +2 +0.3%
SIC
572
Salem Investment Counselors
North Carolina
$49K
GRP
573
Global Retirement Partners
California
$46K -$14.2K -182 -25%
LWM
574
Liberty Wealth Management
California
$46K
CB
575
Community Bank
New York
$43K -$22.7K -292 -37%

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.