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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
MSR
476
Main Street Research
Connecticut
$250K
EDRH
477
Edmond de Rothschild Holding
Switzerland
$250K +$240K +3,244 New
KS
478
Karpas Strategies
Connecticut
$240K
BTW
479
Boston Trust Walden
Massachusetts
$232K
SFA
480
Sequoia Financial Advisors
Ohio
$232K
DAM
481
Delta Asset Management
Tennessee
$231K
UB
482
UMB Bank
Missouri
$231K
PNC
483
Park National Corp
Ohio
$225K +$216K +2,926 New
Macquarie Group
484
Macquarie Group
Australia
$223K -$377K -5,100 -64%
NA
485
NewEdge Advisors
Louisiana
$222K -$25.9K -350 -11%
BA
486
Boston Advisors
Massachusetts
$217K +$208K +2,815 New
HL
487
HeadInvest LLC
Maine
$215K +$207K +2,795 New
HTC
488
Haverford Trust Company
Pennsylvania
$215K +$207K +2,799 New
DILIC
489
Dai-ichi Life Insurance Company
Japan
$215K +$207K +2,801 New
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$213K +$204K +2,760 New
CTC
491
Central Trust Company
Missouri
$212K -$37.8K -511 -16%
FP
492
Foundry Partners
Minnesota
$212K +$203K +2,751 New
LS
493
Livforsakringsbolaget Skandia
Sweden
$211K
Susquehanna International Group
494
Susquehanna International Group
Pennsylvania
$211K +$203K +2,747 New
CAN
495
Cetera Advisor Networks
California
$210K +$201K +2,718 New
FM
496
Family Management
New York
$205K +$197K +2,660 New
GG
497
Gofen & Glossberg
Illinois
$203K -$186K -2,515 -49%
QT
498
Quantbot Technologies
New York
$201K -$1.02M -13,847 -84%
NSIM
499
North Star Investment Management
Illinois
$194K -$15.9K -215 -8%
UFG
500
United Fire Group
Iowa
$192K

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.