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523 hedge funds and large institutions have $6.96B invested in Xylem in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 178 increasing their positions, 185 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 36

40% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $8.29M

9% more capital invested

Capital invested by funds: $6.36B → $6.96B (+$595M)

5% more funds holding

Funds holding: 497523 (+26)

4% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 185

2.11% less ownership

Funds ownership: 89.23%87.12% (-2.1%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
523
Holders Change
+26
Holders Change %
+5.23%
% of All Funds
13.95%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
67
Increased
178
Reduced
185
Closed
36
Calls
$11.6M
Puts
$8.29M
Net Calls
+$3.33M
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$701M +$17.7M +406,831 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$437M +$679K +15,620 +0.2%
Parnassus Investments
3
Parnassus Investments
California
$389M -$113M -2,600,210 -23%
State Street
4
State Street
Massachusetts
$308M -$5.31M -122,207 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$266M +$110M +2,534,911 +74%
Goldman Sachs
6
Goldman Sachs
New York
$265M -$11.5M -264,423 -4%
BIT
7
BlackRock Institutional Trust
California
$221M -$15M -345,715 -7%
GI
8
GAMCO Investors
Connecticut
$177M -$3.86M -88,821 -2%
Norges Bank
9
Norges Bank
Norway
$175M -$3.93M -90,358 -2%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$169M -$28.2M -648,286 -15%
Invesco
11
Invesco
Georgia
$137M -$25.7M -591,574 -16%
BFA
12
BlackRock Fund Advisors
California
$132M +$6.39M +147,067 +5%
GF
13
Gabelli Funds
New York
$114M -$130K -3,000 -0.1%
IAMU
14
Impax Asset Management (UK)
United Kingdom
$103M +$2.3M +52,972 +2%
Bank of America
15
Bank of America
North Carolina
$92.3M +$12M +275,261 +15%
Victory Capital Management
16
Victory Capital Management
Texas
$91.5M -$3.24M -74,460 -4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$89.6M +$195K +4,496 +0.2%
Northern Trust
18
Northern Trust
Illinois
$89M +$1.41M +32,442 +2%
Ameriprise
19
Ameriprise
Minnesota
$88.8M +$527K +12,129 +0.6%
BG
20
BlackRock Group
United Kingdom
$81.1M +$733K +16,859 +0.9%
NSCM
21
New South Capital Management
Tennessee
$72.2M -$1.7M -39,145 -2%
Bessemer Group
22
Bessemer Group
New Jersey
$71.2M +$69.1M +1,590,327 +43,571%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$69.6M -$72.3M -1,663,680 -52%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.6M -$534K -12,300 -0.8%
O
25
OppenheimerFunds
New York
$66.9M -$3.67M -84,368 -5%

XYL Hedge Fund Activity: Q2 2016 in Review

523 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2016, worth a combined $6.96B — up 9.4% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XYL positions and 36 closed out — a net gain of 31 holders — while 178 added to existing stakes and 185 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $110M. The largest seller was Parnassus Investments, cutting an estimated $113M.

  • 523 institutional investors held Xylem (XYL) as of Q2 2016, up from 497 in Q1 2016.
  • Funds reported $6.96B of Xylem stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 67 funds opened new Xylem positions in Q2 2016 and 36 closed out, a net change of +31 holders.
  • The largest Xylem buyer in Q2 2016 was Fidelity Investments, an estimated $110M added.
  • The largest Xylem seller in Q2 2016 was Parnassus Investments, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2016.