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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
LWA
651
Lenox Wealth Advisors
New York
$4K -$18K -241 -81%
SWP
652
Strategic Wealth Partners
Ohio
$4K
MUAMU
653
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.67K -$821K -11,000 -19%
SWA
654
Sutton Wealth Advisors
Florida
$3.19K
RFC
655
Regions Financial Corp
Alabama
$3K -$6.35K -85 -69%
EWM
656
Edge Wealth Management
New York
$3K
TCM
657
Tradewinds Capital Management
Washington
$3K
SCA
658
Stuart Chaussee & Associates
California
$2K
TFO
659
Tarbox Family Office
California
$2K
VCM
660
Versant Capital Management
Arizona
$2K
WAP
661
Wealthcare Advisory Partners
Pennsylvania
$2K
PFBT
662
Parkside Financial Bank & Trust
Missouri
$2K +$224 +3 +11%
Fidelity International
663
Fidelity International
Bermuda
$2K +$1.64K +22 New
MAM
664
Meeder Asset Management
Ohio
$1K
AC
665
Avestar Capital
New York
$1K +$672 +9 +180%
DWM
666
Destination Wealth Management
California
$1K +$672 +9 New
FRA
667
Front Row Advisors
California
$3
Arrowstreet Capital
668
Arrowstreet Capital
Massachusetts
-$53.1M -788,772 Closed
Renaissance Technologies
669
Renaissance Technologies
New York
-$29.8M -442,800 Closed
AC
670
Ascend Capital
California
-$20.2M -300,525 Closed
N
671
Natixis
France
-$7.88M -116,889 Closed
ZIM
672
Zacks Investment Management
Illinois
-$7.82M -116,014 Closed
Squarepoint
673
Squarepoint
New York
-$6.2M -92,073 Closed
DWA
674
Dorsey Wright & Associates
California
-$5.15M -76,452 Closed
UFF
675
USA Financial Formulas
Michigan
-$3.83M -49,747 Closed

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.