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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.

New
Increased
Maintained
Reduced
Closed

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: 397426 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1111 (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

Holders
426
Holders Change
+29
Holders Change %
+7.3%
% of All Funds
12.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
68
Increased
111
Reduced
182
Closed
37
Calls
$4.45M
Puts
$2.49M
Net Calls
+$1.96M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$484M +$65.3M +2,030,626 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M +$6.98M +217,019 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$378M +$60.9M +1,892,001 +21%
State Street
4
State Street
Massachusetts
$273M +$11M +340,939 +5%
Parnassus Investments
5
Parnassus Investments
California
$269M +$33M +1,025,150 +15%
FC
6
Fairpointe Capital
Illinois
$204M -$10.3M -321,746 -5%
SC
7
Sasco Capital
Connecticut
$199M +$1.11M +34,360 +0.6%
BIT
8
BlackRock Institutional Trust
California
$170M -$457K -14,203 -0.3%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$143M +$421K +13,094 +0.3%
GI
10
GAMCO Investors
Connecticut
$140M -$1.26M -39,165 -1%
SCM
11
Shapiro Capital Management
Georgia
$121M -$10.1M -315,472 -8%
Invesco
12
Invesco
Georgia
$96.6M -$18.4M -572,047 -17%
GF
13
Gabelli Funds
New York
$92.3M +$2.03M +63,074 +2%
BFA
14
BlackRock Fund Advisors
California
$83.2M +$2.77M +86,048 +4%
Northern Trust
15
Northern Trust
Illinois
$83M +$52.3K +1,626 +0.1%
BCPEM
16
Bain Capital Public Equity Management
Massachusetts
$77.7M +$72.3M +2,246,300 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$67.8M -$5.04M -156,535 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$66.6M +$1.15M +35,648 +2%
GC
19
Guggenheim Capital
Illinois
$60.3M +$14.1M +437,775 +34%
PP
20
Prudential plc
United Kingdom
$58.4M +$3.16M +98,295 +6%
SP
21
Stockbridge Partners
Massachusetts
$57.9M -$40.4M -1,255,572 -43%
MNA
22
Manning & Napier Advisors
New York
$56.9M -$39M -1,212,287 -42%
IAMU
23
Impax Asset Management (UK)
United Kingdom
$51.6M -$15.1M -470,500 -24%
BG
24
BlackRock Group
United Kingdom
$51.3M -$968K -30,081 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$47.4M +$2.16M +67,047 +5%

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.