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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
BWA
576
BDO Wealth Advisors
Florida
$40K
FFW
577
Fusion Family Wealth
New York
$40K
IP
578
Intellectus Partners
California
$40K
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$40K
QCIG
580
Quad-Cities Investment Group
Iowa
$40K
GLI
581
Guardian Life Insurance
New York
$40K +$747 +10 +2%
SLF
582
Sun Life Financial
Ontario, Canada
$39K +$373 +5 +1%
SMFS
583
Squar Milner Financial Services
California
$38K
VCM
584
Vigilant Capital Management
Maine
$34K -$6.35K -85 -17%
KA
585
Kaizen Advisory
Illinois
$33K
GRP
586
Global Retirement Partners
California
$33K +$21.6K +290 +234%
SFM
587
Signet Financial Management
New Jersey
$32K
WPW
588
Winthrop Partners - WNY
New York
$31.9K
PI
589
Parkside Investments
Illinois
$31K +$29.9K +400 New
BWA
590
Burt Wealth Advisors
Maryland
$29K
SF
591
Synovus Financial
Georgia
$29K +$25.3K +339 +1,413%
PCP
592
Proficio Capital Partners
Massachusetts
$28K -$1.64K -22 -6%
PGWM
593
Parisi Gray Wealth Management
New Jersey
$28K
Carson Wealth (CWM LLC)
594
Carson Wealth (CWM LLC)
Nebraska
$27K -$4.78K -64 -16%
WAM
595
Wealthspire Advisors (Maryland)
Maryland
$27K +$896 +12 +4%
CBT
596
Capital Bank & Trust
California
$25K
VAIA
597
Virtus Alternative Investment Advisers
Connecticut
$25K +$23.1K +310 New
TPWA
598
TRUE Private Wealth Advisors
Oregon
$24.3K +$22.7K +304 New
CJA
599
C-J Advisory
California
$22K
DBT
600
Dubuque Bank & Trust
Iowa
$22K

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.