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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
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$4.56M +$24.9K +333 +0.6%
CWM
177
CIBC World Markets
New York
$4.49M +$773K +10,357 +23%
BRM
178
Boston Research & Management
Massachusetts
$4.48M +$10.5K +140 +0.3%
BCB
179
Brian C. Broderick
$4.4M -$5.97K -80 -0.1%
DCM
180
Daruma Capital Management
New York
$4.36M -$104K -1,389 -2%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$4.32M -$1.57M -20,992 -28%
SOMRS
182
State of Michigan Retirement System
Michigan
$4.27M +$14.9K +200 +0.4%
US Bancorp
183
US Bancorp
Minnesota
$4.21M +$548K +7,336 +16%
WAM
184
Water Asset Management
New York
$4.2M -$1.78M -23,811 -31%
MIM
185
MetLife Investment Management
New Jersey
$4.17M -$53.2K -713 -1%
BWP
186
Baldwin Wealth Partners
Massachusetts
$4.14M -$48.9K -655 -1%
Citadel Advisors
187
Citadel Advisors
Florida
$4.11M +$3.84M +51,391 New
Aberdeen Group
188
Aberdeen Group
United Kingdom
$3.93M +$541K +7,252 +17%
SCM
189
Stevens Capital Management
Pennsylvania
$3.92M +$3.66M +49,048 New
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$3.8M -$430K -5,758 -11%
NIP
191
Nicholas Investment Partners
California
$3.75M -$239K -3,208 -6%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$3.74M +$504K +6,755 +17%
Millennium Management
193
Millennium Management
New York
$3.71M +$2.88M +38,561 +488%
AP
194
Appleton Partners
Massachusetts
$3.66M -$11.9K -160 -0.3%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$3.66M +$19.4K +260 +0.6%
Truist Financial
196
Truist Financial
North Carolina
$3.65M -$17.5K -235 -0.5%
GAM
197
Garrison Asset Management
Arkansas
$3.64M -$186K -2,490 -5%
NWM
198
Nicola Wealth Management
British Columbia, Canada
$3.59M
Assenagon Asset Management
199
Assenagon Asset Management
Luxembourg
$3.58M +$3.34M +44,768 New
HighTower Advisors
200
HighTower Advisors
Illinois
$3.57M +$51.8K +694 +2%

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.