We are live on ! Find out more

546 hedge funds and large institutions have $7.8B invested in Xylem in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 176 increasing their positions, 213 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $5.21M | Put options by funds: $3.15M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $7.97B → $7.8B (-$169M)

5% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 73

2% less funds holding

Funds holding: 559546 (-13)

3.14% less ownership

Funds ownership: 89.56%86.41% (-3.1%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 213

Holders
546
Holders Change
-13
Holders Change %
-2.33%
% of All Funds
13.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
69
Increased
176
Reduced
213
Closed
73
Calls
$5.21M
Puts
$3.15M
Net Calls
+$2.06M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
301
Baker Avenue Asset Management
California
$757K +$32.3K +663 +5%
NI
302
Numeric Investors
Massachusetts
$753K +$214K +4,400 +42%
PFO
303
Pathstone Family Office
New Jersey
$747K +$920K +18,867 New
Nordea Investment Management
304
Nordea Investment Management
Sweden
$746K +$256K +5,262 +55%
M&T Bank
305
M&T Bank
New York
$742K -$90.9K -1,866 -11%
EVM
306
Eaton Vance Management
Massachusetts
$741K +$3.31K +68 +0.5%
BCP
307
Berkeley Capital Partners
Georgia
$735K +$714K +14,640 New
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$734K +$95.1K +1,951 +15%
RFCA
309
R&F Capital Advisors
New York
$720K -$542K -11,111 -44%
ABP
310
Arthur B. Page
$720K +$2.92K +60 +0.4%
Creative Planning
311
Creative Planning
Kansas
$719K -$585 -12 -0.1%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$717K +$9.21K +189 +1%
NA
313
Neuburgh Advisers
California
$709K -$204K -4,180 -23%
MCM
314
Manchester Capital Management
Vermont
$709K
DIA
315
Dean Investment Associates
Ohio
$705K +$31.7K +650 +5%
SCM
316
Stevens Capital Management
Pennsylvania
$697K -$3.11M -63,894 -82%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$691K -$63.3K -1,298 -9%
QIM
318
Quantitative Investment Management
Virginia
$688K -$4.36M -89,500 -87%
OI
319
Oakbrook Investments
Illinois
$677K -$99.9K -2,050 -13%
FBT
320
First Bankers Trust
Kentucky
$677K +$9.75K +200 +2%
Macquarie Group
321
Macquarie Group
Australia
$673K -$34.1K -700 -5%
PWM
322
Perigon Wealth Management
California
$673K +$68.6K +1,407 +12%
COPPSERS
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$669K +$148K +3,029 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
324
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$636K -$972K -19,940 -61%
B
325
Barings
North Carolina
$628K +$305K +6,256 +100%

XYL Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2017, worth a combined $7.8B — down 2.1% from $7.97B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of XYL and 69 opened new positions — a net loss of 4 holders — while 213 trimmed existing stakes and 176 added.

The largest buyer was BlackRock, adding an estimated $564M. The largest seller was Parnassus Investments, cutting an estimated $137M.

  • 546 institutional investors held Xylem (XYL) as of Q1 2017, down from 559 in Q4 2016.
  • Funds reported $7.8B of Xylem stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 69 funds opened new Xylem positions in Q1 2017 and 73 closed out, a net change of -4 holders.
  • The largest Xylem buyer in Q1 2017 was BlackRock, an estimated $564M added.
  • The largest Xylem seller in Q1 2017 was Parnassus Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2017.