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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
CIM
451
Contravisory Investment Management
Massachusetts
$118K +$56K +1,149 +96%
TCOV
452
Trust Company of Vermont
Vermont
$106K -$16.8K -345 -14%
APSP
453
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K +$341 +7 +0.3%
HA
454
Harfst & Associates
Wyoming
$96K +$94.1K +1,930 New
HDIM
455
Hanson & Doremus Investment Management
Vermont
$93K
ASN
456
Advisory Services Network
Georgia
$82K +$79.8K +1,638 New
CFA
457
Carroll Financial Associates
North Carolina
$71K
AIM
458
Assured Investment Management
New York
$66K +$64.3K +1,319 New
OFW
459
Omnia Family Wealth
Florida
$62K
ARMT
460
Amica Retiree Medical Trust
Rhode Island
$61K
AIM
461
Anchor Investment Management
South Carolina
$60.3K
FPFS
462
First Personal Financial Services
North Carolina
$59K
AssetMark Inc
463
AssetMark Inc
California
$57K +$11.8K +242 +27%
CSS
464
Cubist Systematic Strategies
Connecticut
$55K -$2.12M -43,598 -98%
RWA
465
Ropes Wealth Advisors
Massachusetts
$52K +$585 +12 +1%
CTC
466
Central Trust Company
Missouri
$51K +$7.55K +155 +18%
KPCM
467
Kings Point Capital Management
New York
$50K
BL
468
Balentine LLC
Georgia
$49K
TF
469
Tompkins Financial
New York
$45K
PCM
470
Prelude Capital Management
New York
$45K +$11.2K +229 +35%
FHA
471
First Horizon Advisors
Tennessee
$41K -$829 -17 -2%
VCM
472
Vigilant Capital Management
Maine
$41K +$39.7K +815 New
BBHC
473
Brown Brothers Harriman & Co
New York
$41K +$40.2K +825 New
ECM
474
Estabrook Capital Management
New York
$39.2K
MA
475
MCF Advisors
Kentucky
$38K

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.