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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
TG
26
TCW Group
California
$92.1M +$4.49M +61,568 +6%
CAM
27
Congress Asset Management
Massachusetts
$87.8M +$4.88M +66,905 +6%
Charles Schwab
28
Charles Schwab
California
$86M +$4.59M +62,889 +6%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$84.1M -$13M -177,660 -14%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$81.3M -$379K -5,198 -0.5%
Wells Fargo
31
Wells Fargo
California
$75.6M +$17.5M +239,822 +33%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$75M +$12.3M +169,087 +22%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$74M +$4.25M +58,180 +7%
Deutsche Bank
34
Deutsche Bank
Germany
$71.7M -$502K -6,880 -0.8%
ACM
35
Atlanta Capital Management
Georgia
$68.8M +$1.01M +13,784 +2%
CIC
36
Chilton Investment Company
Connecticut
$66.8M -$3.51M -48,112 -5%
UBS AM
37
UBS AM
Illinois
$64.8M +$1.5M +20,497 +3%
NSCM
38
New South Capital Management
Tennessee
$63.5M -$1.9M -26,018 -3%
EVM
39
Eaton Vance Management
Massachusetts
$60.6M -$6.37M -87,335 -10%
CVA
40
Ceredex Value Advisors
Florida
$59.5M +$11.5M +157,700 +26%
VIM
41
Veritas Investment Management
United Kingdom
$57.6M +$2.16M +29,590 +4%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$54.8M +$2.23M +30,500 +5%
Handelsbanken Fonder
43
Handelsbanken Fonder
Sweden
$53.9M -$1.4M -19,121 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$53.8M -$573K -7,854 -1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$47.4M +$1.19M +16,300 +3%
SI
46
Scout Investments
Missouri
$47.1M +$17.2M +236,136 +66%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$46.4M +$12.3M +168,280 +40%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$44.6M +$456K +6,255 +1%
CRM
49
Cramer Rosenthal McGlynn
Connecticut
$40.7M -$4.62M -63,274 -11%
Morgan Stanley
50
Morgan Stanley
New York
$40.3M -$8.4M -115,143 -18%

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.