We are live on ! Find out more

426 hedge funds and large institutions have $5.58B invested in Xylem in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

79% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $2.49M

18% more capital invested

Capital invested by funds: $4.73B → $5.58B (+$846M)

7% more funds holding

Funds holding: 397426 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1.96% less ownership

Funds ownership: 89.32%87.36% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 182

Holders
426
Holders Change
+29
Holders Change %
+7.3%
% of All Funds
12.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
68
Increased
111
Reduced
182
Closed
37
Calls
$4.45M
Puts
$2.49M
Net Calls
+$1.96M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$11.6M +$74K +2,300 +0.7%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$10.4M
TCIM
78
TIAA CREF Investment Management
New York
$9.96M -$377K -11,735 -4%
U
79
UBS
Switzerland
$9.86M +$136K +4,239 +2%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$9.71M +$9.03M +280,750 New
MCM
81
McKinley Capital Management
Alaska
$9.65M +$8.97M +278,881 New
CBOA
82
Commonwealth Bank of Australia
Australia
$9.58M -$2.23M -69,405 -20%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$9.38M -$737K -22,906 -8%
SCM
84
Suffolk Capital Management
New York
$9.27M -$2.19M -68,000 -20%
JAM
85
Jupiter Asset Management
United Kingdom
$9.2M -$47.6K -1,480 -0.6%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$8.97M -$774K -24,052 -8%
AIA
87
AGF Investments America
Ontario, Canada
$8.96M +$5.68M +176,600 +214%
AT
88
Acadia Trust
Maine
$8.87M +$6.88K +214 +0.1%
MWR
89
McAdams Wright Ragen
Washington
$8.79M +$10.6K +330 +0.1%
ICAP
90
Independence Capital Asset Partners
Colorado
$8.75M +$8.14M +252,982 New
KBC Group
91
KBC Group
Belgium
$8.57M -$13M -405,118 -62%
TCMG
92
TSP Capital Management Group
New Jersey
$8.14M
SCA
93
SAC Capital Advisors
Connecticut
$8.08M +$7.51M +233,593 New
Principal Financial Group
94
Principal Financial Group
Iowa
$8.07M +$484K +15,040 +7%
Prudential Financial
95
Prudential Financial
New Jersey
$8.01M -$96.5K -3,000 -1%
SFM
96
Soros Fund Management
New York
$7.83M -$5.63M -175,000 -44%
ANTB
97
AMG National Trust Bank
Colorado
$7.76M
HCMNY
98
Howard Capital Management (New York)
New York
$7.71M +$269K +8,375 +4%
Barclays
99
Barclays
United Kingdom
$7.5M -$2.22M -68,894 -24%
BJ
100
BlackRock Japan
Japan
$7.47M -$265K -8,235 -4%

XYL Hedge Fund Activity: Q4 2013 in Review

426 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2013, worth a combined $5.58B — up 18% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XYL positions and 37 closed out — a net gain of 31 holders — while 111 added to existing stakes and 182 trimmed.

The largest buyer was Bain Capital Public Equity Management, opening a new position worth an estimated $72.3M. The largest seller was BB&T Securities, exiting entirely with an estimated $122M sold.

  • 426 institutional investors held Xylem (XYL) as of Q4 2013, up from 397 in Q3 2013.
  • Funds reported $5.58B of Xylem stock for Q4 2013, up 18% quarter-over-quarter.
  • 68 funds opened new Xylem positions in Q4 2013 and 37 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q4 2013 was Bain Capital Public Equity Management, an estimated $72.3M added.
  • The largest Xylem seller in Q4 2013 was BB&T Securities, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.