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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
CYG
601
Clean Yield Group
Vermont
– -$28K -525 Closed
JFA
602
JNBA Financial Advisors
Minnesota
– -$11K -205 Closed
S
603
SignatureFD
Georgia
– -$11K -205 Closed
MWP
604
MYCIO Wealth Partners
Pennsylvania
– -$10K -200 Closed
OSNBOA
605
Old Second National Bank of Aurora
Illinois
– -$10K -200 Closed
LAM
606
Lebenthal Asset Management
New York
– -$3K -61 Closed
HCM
607
Herndon Capital Management
Georgia
– -$1K -16 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.