Xylem
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.
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: 397 → 426 (+29)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
+$72.3M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$65.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$60.9M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$33M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$122M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$49.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$41.2M |
| 4 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$40.4M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$39.8M |
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.