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
MWAC
451
Mariner Wealth Advisors (Cincinnati)
Ohio
$313K +$16.6K +225 +6%
Neuberger Berman Group
452
Neuberger Berman Group
New York
$312K -$182K -2,455 -38%
CI
453
Conning Inc
Connecticut
$310K +$7.39K +100 +3%
CAM
454
Close Asset Management
United Kingdom
$308K +$81K +1,096 +36%
IRF
455
IBM Retirement Fund
New York
$304K +$292K +3,951 New
FMT
456
First Mercantile Trust
Tennessee
$303K -$4.44K -60 -2%
HSA
457
HBK Sorce Advisory
Pennsylvania
$302K -$1.11K -15 -0.4%
TCM
458
Telos Capital Management
California
$294K -$6.21K -84 -2%
WP
459
WealthPLAN Partners
Nebraska
$294K
AIP
460
Ameritas Investment Partners
Nebraska
$286K -$18.4K -249 -6%
QSS
461
Quantitative Systematic Strategies
Florida
$285K -$133K -1,797 -33%
CWA
462
Clarus Wealth Advisors
Arizona
$284K +$12.6K +170 +5%
GCP
463
GSA Capital Partners
United Kingdom
$282K +$271K +3,665 New
Bessemer Group
464
Bessemer Group
New Jersey
$280K -$103K -1,392 -28%
MCIM
465
Meadow Creek Investment Management
Georgia
$273K -$53.2K -720 -17%
AIA
466
Avalon Investment & Advisory
Texas
$273K +$262K +3,550 New
RIM
467
Redpoint Investment Management
Australia
$271K
GT
468
Glenmede Trust
Pennsylvania
$269K
LIM
469
Leavell Investment Management
Alabama
$268K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$267K
ZCA
471
Zeke Capital Advisors
Pennsylvania
$263K
KIA
472
KCM Investment Advisors
California
$258K
NP
473
Ninepoint Partners
Ontario, Canada
$255K -$88.7K -1,200 -27%
CCM
474
Cribstone Capital Management
Maine
$255K -$4.58K -62 -2%
DWA
475
Douglass Winthrop Advisors
New York
$255K +$245K +3,317 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.