We are live on ! Find out more

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
TAM
401
Tyers Asset Management
Texas
$478K -$93.2K -1,260 -17%
CMBA
402
C.M. Bidwell & Associates
Hawaii
$471K +$15.5K +210 +4%
VIA
403
Vident Investment Advisory
Georgia
$471K +$447K +6,042 New
RIG
404
Renaissance Investment Group
Massachusetts
$470K +$151K +2,040 +50%
PCG
405
Private Capital Group
Connecticut
$467K -$62.8K -849 -12%
ECM
406
Everence Capital Management
Indiana
$466K
PTC
407
Philadelphia Trust Company
Pennsylvania
$463K
WAM
408
Westport Asset Management
Connecticut
$462K
EMB
409
Elefante Mark B
$456K -$16.6K -225 -4%
NBG
410
Nancy B. Gardiner
$453K -$8.5K -115 -2%
BC
411
Burney Company
Virginia
$452K
SW
412
SVB Wealth
Massachusetts
$452K
CIM
413
Contravisory Investment Management
Massachusetts
$451K +$28.7K +388 +7%
Voloridge Investment Management
414
Voloridge Investment Management
Florida
$446K +$429K +5,801 New
PA
415
Profund Advisors
Maryland
$442K -$32.3K -437 -7%
B
416
Barings
North Carolina
$435K
MCM
417
McRae Capital Management
New Jersey
$434K -$37K -500 -8%
PFPT
418
Pinnacle Financial Partners (Tennessee)
Tennessee
$434K
Capital Fund Management (CFM)
419
Capital Fund Management (CFM)
France
$423K +$407K +5,500 New
II
420
Inspire Investing
Idaho
$416K +$189K +2,553 +89%
AWP
421
Ascent Wealth Partners
New York
$409K
WEC
422
Winslow Evans & Crocker
Massachusetts
$406K +$11.1K +150 +3%
HH
423
Hilltop Holdings
Texas
$406K +$390K +5,278 New
PP
424
Paloma Partners
Connecticut
$404K +$389K +5,257 New
N
425
Nuveen
North Carolina
$391K -$592 -8 -0.2%

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.