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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
JMFC
151
J.M. Forbes & Co
Massachusetts
$7.12M +$735K +9,449 +12%
ASRS
152
Arizona State Retirement System
Arizona
$7.07M -$418K -5,375 -6%
Aviva
153
Aviva
United Kingdom
$6.88M +$1.89M +24,273 +38%
SC
154
Scotia Capital
Ontario, Canada
$6.83M +$587K +7,545 +10%
Calamos Advisors
155
Calamos Advisors
Illinois
$6.82M -$111K -1,426 -2%
EAM
156
Erste Asset Management
Austria
$6.73M +$1.15M +14,782 +21%
Truist Financial
157
Truist Financial
North Carolina
$6.68M +$2.9M +37,236 +78%
CIC
158
Chilton Investment Company
Connecticut
$6.67M -$2.48M -31,835 -27%
NI
159
Nuance Investments
Missouri
$6.66M +$6.57M +84,414 New
UCFA
160
United Capital Financial Advisors
Texas
$6.51M -$789K -10,134 -11%
NWM
161
Nicola Wealth Management
British Columbia, Canada
$6.38M +$156K +2,000 +3%
Retirement Systems of Alabama
162
Retirement Systems of Alabama
Alabama
$6.24M +$23.8K +306 +0.4%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$6.18M +$56.5K +726 +0.9%
MBI
164
Montrusco Bolton Investments
Quebec, Canada
$6.14M +$6.07M +77,971 New
ZIM
165
Zacks Investment Management
Illinois
$6.11M -$29.7K -381 -0.5%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$6.01M -$87.7K -1,127 -1%
HTHT
167
Hemenway Trust Hemenway Trust
New Hampshire
$5.9M +$323K +4,155 +6%
Man Group
168
Man Group
United Kingdom
$5.84M -$1.12M -14,449 -16%
FC
169
Fulcrum Capital
Washington
$5.68M +$342K +4,388 +6%
BWP
170
Baldwin Wealth Partners
Massachusetts
$5.63M +$66.2K +850 +1%
AP
171
Appleton Partners
Massachusetts
$5.55M +$374K +4,806 +7%
TPCM
172
Three Peaks Capital Management
Colorado
$5.5M +$457K +5,874 +9%
BF
173
BOK Financial
Oklahoma
$5.47M +$1.09K +14 +0%
Aberdeen Group
174
Aberdeen Group
United Kingdom
$5.43M -$101K -1,300 -2%
BRM
175
Boston Research & Management
Massachusetts
$5.31M +$22.9K +294 +0.4%

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.