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435 hedge funds and large institutions have $6.11B invested in Xylem in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $2.3M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $5.68B → $6.11B (+$437M)

1.29% more ownership

Funds ownership: 87.21%88.5% (+1.3%)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

1% less funds holding

Funds holding: 439435 (-4)

13% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 159

Holders
435
Holders Change
-4
Holders Change %
-0.91%
% of All Funds
11.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
40
Increased
139
Reduced
159
Closed
39
Calls
$8.13M
Puts
$2.3M
Net Calls
+$5.83M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$1.31M -$4.57K -125 -0.4%
US Bancorp
202
US Bancorp
Minnesota
$1.29M -$103K -2,807 -8%
SCM
203
Stellar Capital Management
Arizona
$1.29M +$12.3K +335 +1%
P
204
Pitcairn
Pennsylvania
$1.27M +$542K +14,808 +79%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M -$11.6K -318 -0.9%
AAM
206
Aberdeen Asset Management
United Kingdom
$1.22M -$781K -21,357 -40%
URS
207
Utah Retirement Systems
Utah
$1.21M
PAM
208
Panagora Asset Management
Massachusetts
$1.15M +$71.5K +1,955 +7%
OTPPB
209
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$197K -5,383 -15%
CAM
210
Carret Asset Management
New York
$1.13M
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$1.1M -$9.33K -255 -0.9%
HPC
213
HM Payson & Co
Maine
$1.09M -$64.1K -1,753 -6%
SRC
214
Shufro Rose & Co
New York
$1.05M -$4.94K -135 -0.5%
AII
215
AGF Investments Inc
Ontario, Canada
$1.05M -$812K -22,200 -45%
SKK
216
Shepherd Kaplan Krochuk
Massachusetts
$1.04M
JMPWA
217
JP Morgan Private Wealth Advisors
California
$1.03M -$20.6K -563 -2%
SRC
218
Stone Run Capital
New York
$1.02M
LS
219
Livforsakringsbolaget Skandia
Sweden
$1.01M
ST
220
Spot Trading
Illinois
$1M +$622K +16,998 +183%
KeyBank National Association
221
KeyBank National Association
Ohio
$1M +$3.15K +86 +0.3%
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$990K -$112K -3,059 -11%
SCCM
223
Schafer Cullen Capital Management
New York
$986K -$21.9K -600 -2%
FAM
224
Fred Alger Management
New York
$980K
NAM
225
North American Management
Massachusetts
$957K

XYL Hedge Fund Activity: Q4 2014 in Review

435 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2014, worth a combined $6.11B — up 7.7% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new XYL positions and 39 closed out — a net gain of 1 holder — while 139 added to existing stakes and 159 trimmed.

The largest buyer was Manning & Napier Advisors, adding an estimated $51.2M. The largest seller was Prudential plc, cutting an estimated $48.9M.

  • 435 institutional investors held Xylem (XYL) as of Q4 2014, down from 439 in Q3 2014.
  • Funds reported $6.11B of Xylem stock for Q4 2014, up 7.7% quarter-over-quarter.
  • 40 funds opened new Xylem positions in Q4 2014 and 39 closed out, a net change of +1 holder.
  • The largest Xylem buyer in Q4 2014 was Manning & Napier Advisors, an estimated $51.2M added.
  • The largest Xylem seller in Q4 2014 was Prudential plc, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2014.