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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
TWA
676
TCI Wealth Advisors
Arizona
$6K
TL
677
TrueWealth LLC
Georgia
$6K
SL
678
Savior LLC
Massachusetts
$6K +$6.07K +78 New
AA
679
Advisory Alpha
Michigan
$5.45K -$311 -4 -6%
TRCT
680
Tower Research Capital (TRC)
New York
$5K -$344K -4,420 -99%
ZB
681
Zions Bancorporation
Utah
$5K
EW
682
Evoke Wealth
California
$4.73K +$934 +12 +25%
BBHC
683
Brown Brothers Harriman & Co
New York
$4K -$10.4K -134 -73%
CI
684
CX Institutional
Indiana
$4K -$3.81K -49 -50%
SFS
685
Sowell Financial Services
Arkansas
$4K -$2.8K -36 -42%
FRA
686
Front Row Advisors
California
$4K
MA
687
MUFG Americas
New York
$4K
FPS
688
Fieldpoint Private Securities
Connecticut
$4K +$4.13K +53 New
SWA
689
Sutton Wealth Advisors
Florida
$3.15K
TFO
690
Tarbox Family Office
California
$3K -$1.01K -13 -25%
MRCM
691
M&R Capital Management
New Jersey
$3K
TCM
692
Tradewinds Capital Management
Washington
$3K
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$3K +$2.72K +35 New
BCA
694
Berman Capital Advisors
Georgia
$2K
LC
695
Lindbrook Capital
California
$2K
SCA
696
Stuart Chaussee & Associates
California
$2K
EWA
697
Evolution Wealth Advisors
Florida
$2K +$78 +1 +4%
IWP
698
IAG Wealth Partners
Wisconsin
$2K +$1.01K +13 New
SCA
699
Stonebridge Capital Advisors
Minnesota
$2K +$1.56K +20 New
SQA
700
Simon Quick Advisors
New Jersey
$2K +$2.1K +27 New

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.