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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
PFA
426
Paradigm Financial Advisors
Missouri
$384K
SWM
427
SeaCrest Wealth Management
New York
$380K -$53.8K -728 -13%
NA
428
Neuburgh Advisers
California
$376K -$73.2K -990 -17%
BL
429
BFSG LLC
California
$376K +$9.54K +129 +3%
WIA
430
Westbourne Investment Advisors
Maryland
$363K -$75.4K -1,020 -18%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$363K +$348K +4,713 New
EB
432
Eastern Bank
Massachusetts
$358K +$73.9K +1,000 +27%
MERSOM
433
Municipal Employees' Retirement System of Michigan
Michigan
$357K
CC
434
ClearArc Capital
Ohio
$354K +$3.55K +48 +1%
DSC
435
Duncker Streett & Co
Missouri
$349K +$148 +2 +0%
ECM
436
Element Capital Management
New York
$348K +$334K +4,520 New
LC
437
Lincoln Capital
Nebraska
$345K
BFEC
438
Benjamin F. Edwards & Company
Missouri
$336K +$15.5K +209 +5%
AG
439
Advisor Group
Arizona
$334K -$148 -2 -0%
SC
440
Scotia Capital
Ontario, Canada
$331K +$13.8K +186 +5%
LCM
441
Laurion Capital Management
New York
$331K +$318K +4,301 New
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$329K +$3.18K +43 +1%
BCM
443
Bayesian Capital Management
New York
$325K -$804K -10,873 -72%
GIA
444
Granite Investment Advisors
New Hampshire
$323K
PM
445
Parametrica Management
Hong Kong
$323K +$311K +4,205 New
HCM
446
Howland Capital Management
Massachusetts
$322K +$2K +27 +0.6%
PCAP
447
Pratt Collard Advisory Partners
New York
$322K +$4.07K +55 +1%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$317K -$48.2K -652 -14%
WG
449
Winton Group
United Kingdom
$317K +$47.4K +641 +18%
DIM
450
DC Investments Management
Virginia
$314K +$302K +4,079 New

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.