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419 hedge funds and large institutions have $5.2B invested in Xylem in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 169 increasing their positions, 131 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.38M

29% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 131

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

1.69% less ownership

Funds ownership: 89.28%87.6% (-1.7%)

4% less funds holding

Funds holding: 438419 (-19)

13% less capital invested

Capital invested by funds: $5.98B → $5.2B (-$779M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
419
Holders Change
-19
Holders Change %
-4.34%
% of All Funds
11.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.28%
New
34
Increased
169
Reduced
131
Closed
49
Calls
$5.42M
Puts
$1.38M
Net Calls
+$4.04M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Carret Asset Management
New York
$944K -$8.41K -250 -0.9%
AAM
202
Aberdeen Asset Management
United Kingdom
$930K -$8.24K -245 -0.9%
MJP
203
Michael J. Puzo
$915K +$22.4K +665 +2%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$914K +$3.73K +111 +0.4%
State of Tennessee, Department of Treasury
205
State of Tennessee, Department of Treasury
Tennessee
$910K -$33.6K -1,000 -3%
TRSOTSOK
206
Teachers Retirement System of the State of Kentucky
Kentucky
$874K
NAM
207
North American Management
Massachusetts
$871K
SRC
208
Shufro Rose & Co
New York
$856K -$23.7K -705 -3%
FAM
209
Fred Alger Management
New York
$846K
HPC
210
HM Payson & Co
Maine
$828K
AII
211
AGF Investments Inc
Ontario, Canada
$807K
SCCM
212
Schafer Cullen Capital Management
New York
$787K -$28.9K -860 -3%
OI
213
Oakbrook Investments
Illinois
$783K -$6.73K -200 -0.8%
KeyBank National Association
214
KeyBank National Association
Ohio
$779K -$89.2K -2,651 -10%
PA
215
Pinnacle Associates
New York
$778K -$45.9K -1,364 -5%
SWK
216
Stephen W. Kidder
$773K -$140K -4,175 -15%
MSA
217
Mason Street Advisors
Wisconsin
$771K +$4.34K +129 +0.6%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$741K -$11.3K -337 -1%
MHC
219
Meyer Handelman Company
New York
$733K
PP
220
Palladium Partners
Virginia
$730K -$13.5K -402 -2%
KCPG
221
Kavar Capital Partners Group
Kansas
$724K -$15.1K -450 -2%
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
$717K -$2.29M -68,182 -76%
AB
223
Amalgamated Bank
New York
$715K +$10.6K +315 +1%
RFS
224
Rockefeller Financial Services
New York
$709K
ABP
225
Arthur B. Page
$685K -$212K -6,310 -23%

XYL Hedge Fund Activity: Q3 2015 in Review

419 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2015, worth a combined $5.2B — down 13% from $5.98B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of XYL and 34 opened new positions — a net loss of 15 holders — while 131 trimmed existing stakes and 169 added.

The largest buyer was Millennium Management, adding an estimated $40.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $154M.

  • 419 institutional investors held Xylem (XYL) as of Q3 2015, down from 438 in Q2 2015.
  • Funds reported $5.2B of Xylem stock for Q3 2015, down 13% quarter-over-quarter.
  • 34 funds opened new Xylem positions in Q3 2015 and 49 closed out, a net change of -15 holders.
  • The largest Xylem buyer in Q3 2015 was Millennium Management, an estimated $40.4M added.
  • The largest Xylem seller in Q3 2015 was T. Rowe Price Associates, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2015.