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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
BL
601
Balentine LLC
Georgia
$22K +$21K +281 New
MWM
602
MinichMacGregor Wealth Management
New York
$21K -$597 -8 -3%
SPIA
603
Steward Partners Investment Advisory
New York
$21K +$75 +1 +0.4%
TIM
604
Tortoise Investment Management
New York
$19K
GAM
605
Gemmer Asset Management
California
$18K
MFT
606
Moisand Fitzgerald Tamayo
Florida
$18K
S
607
SignatureFD
Georgia
$18K
GP
608
Girard Partners
Pennsylvania
$18K +$17.2K +230 New
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$17.7K
EWM
610
Endurance Wealth Management
Rhode Island
$16K
MA
611
MUFG Americas
New York
$16K
NL
612
NVWM LLC
Pennsylvania
$16K
QCG
613
Quadrant Capital Group
Ohio
$16K
WF
614
WealthTrust Fairport
Ohio
$16K
CHP
615
Cable Hill Partners
Oregon
$16K +$7.99K +107 +116%
WC
616
Whitney & Co
New York
$16K +$16.8K +225 New
RE
617
RBC Europe
United Kingdom
$16K
RCAG
618
Rehmann Capital Advisory Group
Michigan
$16K
SIAS
619
Shine Investment Advisory Services
Colorado
$15K -$149 -2 -1%
WB
620
Webster Bank
Connecticut
$15K
CIA
621
CSat Investment Advisory
Michigan
$15K +$597 +8 +4%
OAJ
622
Ogorek Anthony Joseph
New York
$15K +$14.9K +200 New
SIC
623
Salem Investment Counselors
North Carolina
$14K
IBOK
624
Independence Bank of Kentucky
Kentucky
$14K +$12.8K +171 New
SSB
625
Sandy Spring Bank
Maryland
$13K

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.