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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
BWA
576
BDO Wealth Advisors
Florida
$43K +$156 +2 +0.4%
KTC
577
Kistler-Tiffany Companies
Pennsylvania
$42K
MAM
578
Meeder Asset Management
Ohio
$42K +$1.25K +16 +3%
PL
579
Perpetual Ltd
Australia
$41K +$37.8K +485 New
NNP
580
Nachman Norwood & Parrott
South Carolina
$39K +$36.2K +465 New
VFA
581
Valeo Financial Advisors
Indiana
$36K -$3.74K -48 -10%
SSB
582
Sandy Spring Bank
Maryland
$35K
NSIM
583
North Star Investment Management
Illinois
$34K -$87.7K -1,127 -74%
CB
584
CNB Bank
Pennsylvania
$34K
FHA
585
First Horizon Advisors
Tennessee
$34K
SFSIG
586
San Francisco Sentry Investment Group
California
$34K
CFFP
587
Center for Financial Planning
Michigan
$30K
CHAM
588
Clear Harbor Asset Management
Connecticut
$29.4K +$27.2K +350 New
TPCW
589
TD Private Client Wealth
New York
$28.7K -$55.1K -708 -67%
S
590
SignatureFD
Georgia
$27K -$2.57K -33 -9%
GWM
591
Geneos Wealth Management
Colorado
$27K
HCM
592
Highlander Capital Management
New Jersey
$27K
CA
593
Clearstead Advisors
Ohio
$26K +$16K +206 +206%
HCP
594
Hexagon Capital Partners
Arkansas
$26K +$23.1K +297 New
OSAM
595
O'Shaughnessy Asset Management
Connecticut
$24K +$10K +129 +81%
SIAS
596
Shine Investment Advisory Services
Colorado
$23K -$7.24K -93 -26%
APA
597
American Portfolios Advisors
New York
$22.5K
O
598
Ossiam
France
$22K -$636K -8,169 -97%
POIA
599
Pin Oak Investment Advisors
Texas
$22K
LC
600
Lindbrook Capital
California
$21K -$1.17K -15 -6%

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.