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653 hedge funds and large institutions have $12.9B invested in Xylem in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 199 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

107% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $14.5M

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

28% more capital invested

Capital invested by funds: $10.1B → $12.9B (+$2.79B)

2% more funds holding

Funds holding: 643653 (+10)

1.29% less ownership

Funds ownership: 86.61%85.33% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 264

Holders
653
Holders Change
+10
Holders Change %
+1.56%
% of All Funds
13.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
74
Increased
199
Reduced
264
Closed
57
Calls
$29.9M
Puts
$14.5M
Net Calls
+$15.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$9.79M -$65.2K -838 -0.7%
CNB
127
Camden National Bank
Maine
$9.44M -$100K -1,288 -1%
KFS
128
Kurt F. Somerville
$9.15M +$715K +9,183 +9%
DZ Bank
129
DZ Bank
Germany
$8.99M +$624K +8,015 +8%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$8.96M -$3.17M -40,669 -28%
Axa
131
Axa
France
$8.77M -$1.87M -24,056 -19%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$8.71M -$2.64M -33,867 -25%
SSWM
133
Smith Salley Wealth Management
North Carolina
$8.64M +$3.11M +39,904 +64%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$8.48M -$172K -2,215 -2%
William Blair & Company
135
William Blair & Company
Illinois
$8.39M -$5.13M -65,880 -40%
HTHT
136
Hemenway Trust Hemenway Trust
New Hampshire
$8.35M +$859K +11,031 +13%
PA
137
Pinnacle Associates
New York
$8.2M -$254K -3,265 -3%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$8.09M -$343K -4,410 -4%
CRB
139
Chad R. Baker
$7.87M
JMFC
140
J.M. Forbes & Co
Massachusetts
$7.65M +$77.2K +992 +1%
OC
141
Oppenheimer & Co
New York
$7.21M -$356K -4,573 -5%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$6.83M -$150K -1,925 -2%
BWP
143
Baldwin Wealth Partners
Massachusetts
$6.67M -$17.9K -230 -0.3%
AP
144
Appleton Partners
Massachusetts
$6.58M +$133K +1,707 +2%
UCFA
145
United Capital Financial Advisors
Texas
$6.56M -$140K -1,798 -2%
CU
146
CQS (US)
New York
$6.5M -$4.23M -54,402 Closed
SFI
147
Susquehanna Fundamental Investments
Pennsylvania
$6.41M +$210K +2,700 +4%
AIA
148
AGF Investments America
Ontario, Canada
$6.38M
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.36M -$12.7M -162,987 -68%
PI
150
Putnam Investments
Massachusetts
$6.31M -$9.26K -119 -0.2%

XYL Hedge Fund Activity: Q3 2020 in Review

653 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2020, worth a combined $12.9B — up 28% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XYL positions and 57 closed out — a net gain of 17 holders — while 199 added to existing stakes and 264 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $80.6M. The largest seller was Vanguard Group, cutting an estimated $44.7M.

  • 653 institutional investors held Xylem (XYL) as of Q3 2020, up from 643 in Q2 2020.
  • Funds reported $12.9B of Xylem stock for Q3 2020, up 28% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2020 and 57 closed out, a net change of +17 holders.
  • The largest Xylem buyer in Q3 2020 was Schroder Investment Management Group, an estimated $80.6M added.
  • The largest Xylem seller in Q3 2020 was Vanguard Group, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2020.