Xylem
397 hedge funds and large institutions have $4.63B invested in Xylem in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 158 reducing their positions, and 49 closing their positions.
6% more capital invested
Capital invested by funds: $4.37B → $4.63B (+$259M)
1.93% more ownership
Funds ownership: 87.39% → 89.32% (+1.9%)
9% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 158
3% less funds holding
Funds holding: 409 → 397 (-12)
12% less call options, than puts
Call options by funds: $2.14M | Put options by funds: $2.43M
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$180M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$166M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$123M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$61.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$188M |
| 2 |
GCM
Gates Capital Management
New York
|
-$158M |
| 3 |
Goldman Sachs
New York
|
-$123M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$32.4M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$28.1M |
XYL Hedge Fund Activity: Q3 2013 in Review
397 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2013, worth a combined $4.63B — up 5.9% from $4.37B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of XYL and 41 opened new positions — a net loss of 8 holders — while 158 trimmed existing stakes and 144 added.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $180M. The largest seller was Bank of New York Mellon, cutting an estimated $188M.
- 397 institutional investors held Xylem (XYL) as of Q3 2013, down from 409 in Q2 2013.
- Funds reported $4.63B of Xylem stock for Q3 2013, up 5.9% quarter-over-quarter.
- 41 funds opened new Xylem positions in Q3 2013 and 49 closed out, a net change of -8 holders.
- The largest Xylem buyer in Q3 2013 was Parnassus Investments, an estimated $180M added.
- The largest Xylem seller in Q3 2013 was Bank of New York Mellon, an estimated $188M sold.
Based on aggregated 13F filings for Q3 2013.