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668 hedge funds and large institutions have $12.5B invested in Xylem in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 246 increasing their positions, 223 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

78% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $13.3M

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

24% more capital invested

Capital invested by funds: $10.1B → $12.5B (+$2.45B)

10% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 223

4% more funds holding

Funds holding: 644668 (+24)

0.66% more ownership

Funds ownership: 87.39%88.04% (+0.66%)

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
14.46%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.28%
New
70
Increased
246
Reduced
223
Closed
42
Calls
$23.6M
Puts
$13.3M
Net Calls
+$10.3M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
426
Conestoga Capital Advisors
Pennsylvania
$408K +$25.5K +350 +7%
N
427
Nuveen
North Carolina
$407K
Mercer Global Advisors
428
Mercer Global Advisors
Colorado
$406K +$375K +5,139 New
CNBT
429
Canandaigua National Bank & Trust
New York
$402K -$39.9K -547 -10%
NBG
430
Nancy B. Gardiner
$398K +$3.65K +50 +1%
NA
431
Neuburgh Advisers
California
$395K -$22.5K -308 -6%
PFA
432
Paradigm Financial Advisors
Missouri
$395K
MCM
433
McRae Capital Management
New Jersey
$395K +$365 +5 +0.1%
AIM
434
Assured Investment Management
New York
$390K -$865K -11,850 -71%
GLA
435
Great Lakes Advisors
Illinois
$382K +$96.8K +1,326 +38%
DWA
436
Douglass Winthrop Advisors
New York
$380K -$3.94K -54 -1%
DAS
437
Dynamic Advisor Solutions
Arizona
$378K +$349K +4,780 New
CG
438
Caprock Group
Idaho
$376K -$272K -3,724 -44%
EMB
439
Elefante Mark B
$374K -$70.7K -969 -17%
ECM
440
Evergreen Capital Management
Washington
$363K +$1.39K +19 +0.4%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$363K +$31.6K +433 +10%
UB
442
UMB Bank
Missouri
$361K +$5.11K +70 +2%
B
443
Barings
North Carolina
$360K -$80.3K -1,100 -19%
DSC
444
Duncker Streett & Co
Missouri
$360K +$146 +2 +0%
MBT
445
Montecito Bank & Trust
California
$357K -$66.8K -916 -17%
LC
446
Lincoln Capital
Nebraska
$355K
HSA
447
HBK Sorce Advisory
Pennsylvania
$348K
HCM
448
Howland Capital Management
Massachusetts
$345K
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$343K +$36.1K +495 +13%
VanEck Associates
450
VanEck Associates
New York
$342K +$316K +4,325 New

XYL Hedge Fund Activity: Q1 2019 in Review

668 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2019, worth a combined $12.5B — up 24% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XYL positions and 42 closed out — a net gain of 28 holders — while 246 added to existing stakes and 223 trimmed.

The largest buyer was BlackRock, adding an estimated $37.7M. The largest seller was Ameriprise, cutting an estimated $80.4M.

  • 668 institutional investors held Xylem (XYL) as of Q1 2019, up from 644 in Q4 2018.
  • Funds reported $12.5B of Xylem stock for Q1 2019, up 24% quarter-over-quarter.
  • 70 funds opened new Xylem positions in Q1 2019 and 42 closed out, a net change of +28 holders.
  • The largest Xylem buyer in Q1 2019 was BlackRock, an estimated $37.7M added.
  • The largest Xylem seller in Q1 2019 was Ameriprise, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2019.