Xylem
XYL
439 hedge funds and large institutions have $5.83B invested in Xylem in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 196 reducing their positions, and 23 closing their positions.
88% more call options, than puts
Call options by funds: $5.25M | Put options by funds: $2.8M
74% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 23
3% more funds holding
Funds holding: 426 → 439 (+13)
4% more capital invested
Capital invested by funds: $5.59B → $5.83B (+$244M)
0.99% less ownership
Funds ownership: 87.36% → 86.37% (-0.99%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
38% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$139M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$65.5M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$36.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.9M |
| 5 |
JP Morgan Chase
New York
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$85.2M |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$57.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$43.8M |
| 4 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$36.9M |
| 5 |
SC
Sasco Capital
Fairfield,
Connecticut
|
-$29.8M |
XYL Hedge Fund Activity: Q1 2014 in Review
439 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2014, worth a combined $5.83B — up 4.4% from $5.59B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new XYL positions and 23 closed out — a net gain of 17 holders — while 122 added to existing stakes and 196 trimmed.
The largest buyer was Sculptor Capital, opening a new position worth an estimated $139M. The largest seller was Shapiro Capital Management, cutting an estimated $85.2M.
- 439 institutional investors held Xylem (XYL) as of Q1 2014, up from 426 in Q4 2013.
- Funds reported $5.83B of Xylem stock for Q1 2014, up 4.4% quarter-over-quarter.
- 40 funds opened new Xylem positions in Q1 2014 and 23 closed out, a net change of +17 holders.
- The largest Xylem buyer in Q1 2014 was Sculptor Capital, an estimated $139M added.
- The largest Xylem seller in Q1 2014 was Shapiro Capital Management, an estimated $85.2M sold.
Based on aggregated 13F filings for Q1 2014.