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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
TCA
626
Tortoise Capital Advisors
Kansas
$13K
ZB
627
Zions Bancorporation
Utah
$13K +$1.2K +16 +11%
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$1.94K +26 +19%
VFA
629
Valeo Financial Advisors
Indiana
$13K +$5.15K +69 +53%
CHC
630
City Holding Co
West Virginia
$12K
AWM
631
Aevitas Wealth Management
Massachusetts
$11K
WAS
632
WESPAC Advisors SoCal
California
$11K +$11.2K +150 New
CAL
633
Capital Advisors Ltd
Ohio
$9K
LA
634
Legacy Advisors
Pennsylvania
$9K +$8.29K +111 New
CAW
635
Cornerstone Advisors (Washington)
Washington
$8K +$2.91K +39 +66%
CFGS
636
Concourse Financial Group Securities
Alabama
$8K +$7.32K +98 New
WSTAM
637
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$7.84K +105 New
WIM
638
Westside Investment Management
California
$7.18K -$3.29K -44 -33%
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$29.9K -400 -83%
GWS
640
Glassman Wealth Services
Virginia
$7K -$224 -3 -3%
EARNEST Partners
641
EARNEST Partners
Georgia
$7K
TWA
642
TCI Wealth Advisors
Arizona
$7K +$373 +5 +6%
JA
643
JOYN Advisors
Georgia
$7K +$3.29K +44 +94%
QAM
644
QCI Asset Management
New York
$6K
TL
645
TrueWealth LLC
Georgia
$6K
FC
646
Ferris Capital
Massachusetts
$5K
LFA
647
Legacy Financial Advisors
Kentucky
$5K
RFA
648
Reilly Financial Advisors
California
$5K
AAM
649
Advisors Asset Management
Colorado
$5K +$4.85K +65 New
EWM
650
Elmwood Wealth Management
California
$4.34K -$4.03K -54 -50%

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.