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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
BHC
326
Bowen Hanes & Co
Florida
$619K -$16.1M -329,600 -96%
SAM
327
Shell Asset Management
Netherlands
$609K
Simplex Trading
328
Simplex Trading
Illinois
$594K +$337K +6,911 +140%
SIM
329
Sentry Investment Management
Wisconsin
$588K -$25.5K -524 -4%
NB
330
Norinchukin Bank
Japan
$586K +$38.1K +781 +7%
BSAM
331
Blue Sky Asset Management
Colorado
$586K +$569K +11,676 New
PP
332
Patten & Patten
Tennessee
$580K +$563K +11,550 New
KRS
333
Kentucky Retirement Systems
Kentucky
$578K -$73.7K -1,512 -12%
WBC
334
Westpac Banking Corp
Australia
$574K
LJHT
335
Laurie J. Hall Trustee
$559K
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$552K -$14.6K -300 -3%
American Century Companies
337
American Century Companies
Missouri
$548K -$46.8M -961,221 -99%
GIA
338
Gateway Investment Advisers
Ohio
$546K -$52.6K -1,079 -9%
SB
339
Suntrust Banks
Georgia
$543K +$528K +10,823 New
CB
340
Commerce Bank
Missouri
$531K +$9.75K +200 +2%
LTFS
341
Ladenburg Thalmann Financial Services
Florida
$529K -$19.6K -403 -4%
BCM
342
BlueCrest Capital Management
Jersey
$525K +$509K +10,446 New
FWCM
343
Ferguson Wellman Capital Management
Oregon
$519K
MC
344
Menta Capital
California
$517K +$502K +10,300 New
MCIM
345
Meadow Creek Investment Management
Georgia
$516K -$148K -3,040 -23%
NA
346
NewEdge Advisors
Louisiana
$511K -$33.6K -690 -6%
Envestnet Asset Management
347
Envestnet Asset Management
Illinois
$503K -$40.5K -831 -8%
RHBC
348
R.H. Bluestein & Co
Michigan
$502K -$98.2K -2,014 -17%
WF
349
Welch & Forbes
Massachusetts
$487K +$439 +9 +0.1%
APFBOT
350
Amica Pension Fund Board of Trustees
Rhode Island
$482K

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.