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639 hedge funds and large institutions have $11.8B invested in Xylem in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 199 increasing their positions, 237 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $18M

47% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

12% more capital invested

Capital invested by funds: $10.6B → $11.8B (+$1.25B)

2% more funds holding

Funds holding: 625639 (+14)

0.83% less ownership

Funds ownership: 86.54%85.71% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 237

Holders
639
Holders Change
+14
Holders Change %
+2.24%
% of All Funds
14.65%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
75
Increased
199
Reduced
237
Closed
51
Calls
$35.6M
Puts
$18M
Net Calls
+$17.6M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
376
Arjuna Capital
North Carolina
$617K +$593K +8,022 New
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$611K +$38K +514 +7%
VIM
378
Veritas Investment Management
United Kingdom
$591K
PFSC
379
Peoples Financial Services Corp
Pennsylvania
$589K
UR
380
USCA RIA
Texas
$585K +$37K +500 +7%
RCM
381
Riverhead Capital Management
Delaware
$583K -$27.3K -369 -5%
FCM
382
Flinton Capital Management
Pennsylvania
$580K -$113K -1,530 -17%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$577K +$13.5K +182 +2%
HNB
384
Huntington National Bank
Ohio
$575K -$11.4K -154 -2%
SLAM
385
Swiss Life Asset Management
$565K -$783K -10,596 -59%
BEAM
386
Baker Ellis Asset Management
Washington
$554K -$7.39K -100 -1%
LMGAM
387
Liberty Mutual Group Asset Management
Massachusetts
$551K
BF
388
BOK Financial
Oklahoma
$542K -$18.6K -251 -3%
AAM
389
Aureus Asset Management
Massachusetts
$531K
Pacer Advisors
390
Pacer Advisors
Pennsylvania
$527K +$80.5K +1,089 +19%
PCM
391
Penserra Capital Management
California
$526K +$39.9K +540 +9%
SCM
392
Stevens Capital Management
Pennsylvania
$517K -$8.21M -111,014 -94%
Cambridge Investment Research Advisors
393
Cambridge Investment Research Advisors
Iowa
$516K +$8.65K +117 +2%
APFBOT
394
Amica Pension Fund Board of Trustees
Rhode Island
$513K
CI
395
Cigna Investments
Connecticut
$509K -$739 -10 -0.2%
WIC
396
Water Island Capital
New York
$499K -$26.8K -363 -5%
GXMC
397
Global X Management Company
New York
$496K +$11.2K +151 +2%
MBT
398
Montecito Bank & Trust
California
$484K +$466K +6,296 New
GH
399
GAM Holding
Switzerland
$483K -$122K -1,652 -21%
DADC
400
D.A. Davidson & Co
Montana
$479K -$67.7K -915 -13%

XYL Hedge Fund Activity: Q1 2018 in Review

639 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2018, worth a combined $11.8B — up 12% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new XYL positions and 51 closed out — a net gain of 24 holders — while 199 added to existing stakes and 237 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $76M. The largest seller was State Street, cutting an estimated $82.7M.

  • 639 institutional investors held Xylem (XYL) as of Q1 2018, up from 625 in Q4 2017.
  • Funds reported $11.8B of Xylem stock for Q1 2018, up 12% quarter-over-quarter.
  • 75 funds opened new Xylem positions in Q1 2018 and 51 closed out, a net change of +24 holders.
  • The largest Xylem buyer in Q1 2018 was Eaton Vance Management, an estimated $76M added.
  • The largest Xylem seller in Q1 2018 was State Street, an estimated $82.7M sold.

Based on aggregated 13F filings for Q1 2018.