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709 hedge funds and large institutions have $12.5B invested in Xylem in 2019 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 276 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 51

33% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 208

5% more funds holding

Funds holding: 676709 (+33)

1.02% more ownership

Funds ownership: 86.98%88% (+1%)

0% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $9.7M

0% more capital invested

Capital invested by funds: $12.5B → $12.5B (+$19.8M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
709
Holders Change
+33
Holders Change %
+4.88%
% of All Funds
13.97%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.1%
New
99
Increased
276
Reduced
208
Closed
51
Calls
$9.73M
Puts
$9.7M
Net Calls
+$28K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
601
Caldwell Trust
Florida
$63K +$62.3K +800 New
AssetMark Inc
602
AssetMark Inc
California
$62K +$1.32K +17 +2%
VanEck Associates
603
VanEck Associates
New York
$61K -$8.95K -115 -13%
MA
604
MCF Advisors
Kentucky
$59K
FWM
605
FSA Wealth Management
Massachusetts
$59K +$58.4K +750 New
AF
606
Advisornet Financial
Minnesota
$58K
ECM
607
Estabrook Capital Management
New York
$55.2K
SBL
608
Sargent Bickham Lagudis
Colorado
$54K +$78 +1 +0.1%
OPS
609
Orion Portfolio Solutions
Nebraska
$54K +$52.9K +680 New
LWM
610
Liberty Wealth Management
California
$53K
PA
611
Parallel Advisors
California
$51K -$778 -10 -2%
MCM
612
McMillion Capital Management
North Carolina
$50K
PWMG
613
Prestige Wealth Management Group
New Jersey
$47K
HGWM
614
Harvest Group Wealth Management
Massachusetts
$46K +$78 +1 +0.2%
SSB
615
Sandy Spring Bank
Maryland
$44K +$17.3K +222 +66%
GEA
616
Glen Eagle Advisors
New Jersey
$43.4K +$35K +450 +446%
ST
617
Sageworth Trust
Pennsylvania
$43K
GLI
618
Guardian Life Insurance
New York
$41K
GRP
619
Global Retirement Partners
California
$41K +$12.5K +160 +45%
Lazard Asset Management
620
Lazard Asset Management
New York
$40K -$2.71M -34,804 -99%
JCM
621
Jacobi Capital Management
Pennsylvania
$40K +$39.8K +511 New
BWA
622
BDO Wealth Advisors
Florida
$39K
KTC
623
Kistler-Tiffany Companies
Pennsylvania
$39K
SFSIG
624
San Francisco Sentry Investment Group
California
$39K
MAM
625
Meeder Asset Management
Ohio
$38K +$15.6K +200 +69%

XYL Hedge Fund Activity: Q4 2019 in Review

709 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2019, worth a combined $12.5B — up 0.16% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XYL positions and 51 closed out — a net gain of 48 holders — while 276 added to existing stakes and 208 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $34.9M. The largest seller was BlackRock, cutting an estimated $52M.

  • 709 institutional investors held Xylem (XYL) as of Q4 2019, up from 676 in Q3 2019.
  • Funds reported $12.5B of Xylem stock for Q4 2019, up 0.16% quarter-over-quarter.
  • 99 funds opened new Xylem positions in Q4 2019 and 51 closed out, a net change of +48 holders.
  • The largest Xylem buyer in Q4 2019 was Pictet Asset Management (UK), an estimated $34.9M added.
  • The largest Xylem seller in Q4 2019 was BlackRock, an estimated $52M sold.

Based on aggregated 13F filings for Q4 2019.