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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
APWM
601
Atlas Private Wealth Management
New York
$21K +$11.7K +150 +150%
TIM
602
Tortoise Investment Management
New York
$20K
PFWA
603
Paces Ferry Wealth Advisors
Georgia
$20K +$18.4K +237 New
AWM
604
Atticus Wealth Management
Florida
$19K
FPFS
605
First Personal Financial Services
North Carolina
$19K
GAM
606
Gemmer Asset Management
California
$19K
MFT
607
Moisand Fitzgerald Tamayo
Florida
$19K
BCA
608
Berman Capital Advisors
Georgia
$18K
CI
609
CX Institutional
Indiana
$18K +$13.5K +173 +468%
CAL
610
Capital Analysts LLC
Pennsylvania
$17K
NL
611
NVWM LLC
Pennsylvania
$17K
SC
612
Steph & Co
Wisconsin
$17K
FFA
613
Founders Financial Alliance
North Carolina
$17K +$14.2K +182 New
WB
614
Webster Bank
Connecticut
$16K
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$14K
CFD
616
Creative Financial Designs
Indiana
$14K +$13.4K +172 New
ST
617
Sageworth Trust
Pennsylvania
$13K -$31.1K -400 -73%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$13K -$545 -7 -4%
OAJ
619
Ogorek Anthony Joseph
New York
$13K
TFGT
620
TS Financial Group (TSFG)
Illinois
$13K
CYG
621
Clean Yield Group
Vermont
$12K -$3.19K -41 -23%
IWP
622
IAG Wealth Partners
Wisconsin
$12K -$1.01K -13 -8%
SIAP
623
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
VAIA
624
Virtus Alternative Investment Advisers
Connecticut
$11K
H
625
Hexavest
Quebec, Canada
$10K -$12.8K -165 -58%

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.