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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
Twin Tree Management
626
Twin Tree Management
Texas
$36K -$517K -6,642 -94%
HCM
627
Highlander Capital Management
New Jersey
$34K
VFA
628
Valeo Financial Advisors
Indiana
$33K
FWM
629
Filbrandt Wealth Management
Wisconsin
$33K +$33.1K +425 New
FHA
630
First Horizon Advisors
Tennessee
$32K -$28.3K -364 -48%
GWM
631
Geneos Wealth Management
Colorado
$32K
WAP
632
Wealthcare Advisory Partners
Pennsylvania
$31K +$11.7K +150 +62%
BWA
633
Burt Wealth Advisors
Maryland
$29K
S
634
SignatureFD
Georgia
$28K +$4.67K +60 +21%
CFFP
635
Center for Financial Planning
Michigan
$28K +$27.4K +352 New
CHAM
636
Clear Harbor Asset Management
Connecticut
$27.6K +$27.2K +350 New
SIAS
637
Shine Investment Advisory Services
Colorado
$26K +$5.68K +73 +29%
CFB
638
Cullen/Frost Bankers
Texas
$24K +$23.4K +300 New
KPW
639
Kore Private Wealth
New York
$24K +$23.4K +301 New
Capstone Investment Advisors
640
Capstone Investment Advisors
New York
$24K +$24.1K +309 New
RE
641
RBC Europe
United Kingdom
$22.9K +$7.08K +91 +46%
BL
642
Balentine LLC
Georgia
$22K
FIB
643
First Interstate Bank
Montana
$21K +$12.8K +165 +157%
PA
644
Procyon Advisors
Connecticut
$21K +$20.4K +262 New
TIM
645
Tortoise Investment Management
New York
$19K
FPFS
646
First Personal Financial Services
North Carolina
$18K -$778 -10 -4%
GAM
647
Gemmer Asset Management
California
$18K
MFT
648
Moisand Fitzgerald Tamayo
Florida
$18K
NL
649
NVWM LLC
Pennsylvania
$16K -$735K -9,449 -98%
CAL
650
Capital Analysts LLC
Pennsylvania
$16K

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.