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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
WEC
501
Winslow Evans & Crocker
Massachusetts
$17.6K +$5.07K +104 +42%
FDCDDQ
502
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K +$15.7K +322 New
VWM
503
Valley Wealth Managers
New Jersey
$16K -$19.5K -400 -56%
MWM
504
MinichMacGregor Wealth Management
New York
$16K -$536 -11 -3%
CGT
505
Capital Guardian Trust
California
$16K
IUHSA
506
Itau Unibanco Holding S.A.
Brazil
$15K +$14.6K +300 New
BIG
507
Bellwether Investment Group
Tennessee
$15K +$14.7K +301 New
GEA
508
Glen Eagle Advisors
New Jersey
$14.5K +$1.95K +40 +16%
GWM
509
Geneos Wealth Management
Colorado
$14K
GRP
510
Global Retirement Partners
California
$14K +$5.75K +118 +72%
DBT
511
Dubuque Bank & Trust
Iowa
$14K +$13.5K +277 New
FANJ
512
Financial Architects (New Jersey)
New Jersey
$13K
PHK
513
Point72 Hong Kong
Hong Kong
$12K -$110K -2,251 -91%
GAM
514
Gemmer Asset Management
California
$12K +$731 +15 +7%
FPS
515
Fieldpoint Private Securities
Connecticut
$12K +$11.4K +234 New
FFC
516
First Financial Corp
Indiana
$11K +$10.3K +212 New
CFA
517
CT Financial Advisors
Pennsylvania
$10K
HI
518
Hudock Inc
Pennsylvania
$10K
WT
519
Whittier Trust
California
$10K
CHP
520
Cable Hill Partners
Oregon
$10K +$2.92K +60 +41%
CFG
521
Citizens Financial Group
Rhode Island
$9K -$6.53K -134 -42%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$9K -$4.24K -87 -32%
QCG
523
Quadrant Capital Group
Ohio
$9K
SSB
524
Sandy Spring Bank
Maryland
$9K
TCA
525
Tortoise Capital Advisors
Kansas
$8K -$731 -15 -8%

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.