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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
SOADOR
201
State of Alaska Department of Revenue
Alaska
$3.56M +$36.3K +486 +1%
MME
202
Meag Munich Ergo
Germany
$3.4M +$2.92M +39,123 +1,118%
WB
203
WesBanco Bank
West Virginia
$3.29M +$3.08M +41,201 New
TPSF
204
Texas Permanent School Fund
Texas
$3.22M -$268K -3,584 -8%
JMPWA
205
JP Morgan Private Wealth Advisors
California
$3.19M +$125K +1,679 +4%
NAM
206
Nissay Asset Management
Japan
$3.06M -$332K -4,451 -10%
SCM
207
Stellar Capital Management
Arizona
$3.05M -$121K -1,625 -4%
BHC
208
Bowen Hanes & Co
Florida
$3.03M +$3.21K +43 +0.1%
EWA
209
Exencial Wealth Advisors
Oklahoma
$3.02M +$2.83M +37,855 New
MJP
210
Michael J. Puzo
$3.02M -$9.33K -125 -0.3%
XK
211
Xact Kapitalforvaltning
Sweden
$2.99M -$206K -2,762 -7%
SAM
212
Shikiar Asset Management
New York
$2.92M +$2.73M +36,520 New
HI
213
Harrington Investments
California
$2.89M
DnB Asset Management
214
DnB Asset Management
Norway
$2.86M -$22.4K -300 -0.8%
PA
215
Perennial Advisors
New York
$2.84M -$45.5K -610 -2%
Robeco Institutional Asset Management
216
Robeco Institutional Asset Management
Netherlands
$2.79M -$228K -3,051 -8%
LPL Financial
217
LPL Financial
California
$2.79M -$16.4K -220 -0.6%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$2.77M +$77.5K +1,038 +3%
RHJA
219
Rice Hall James & Associates
California
$2.7M -$9.71K -130 -0.4%
Brown Advisory
220
Brown Advisory
Maryland
$2.66M +$809K +10,840 +48%
URS
221
Utah Retirement Systems
Utah
$2.66M +$7.47K +100 +0.3%
UAS
222
United Asset Strategies
New York
$2.65M +$65.1K +872 +3%
Korea Investment Corp
223
Korea Investment Corp
South Korea
$2.64M +$1.6M +21,491 +185%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$2.62M -$2.54K -34 -0.1%
KeyBank National Association
225
KeyBank National Association
Ohio
$2.61M +$136K +1,823 +6%

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.