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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
QI
501
QS Investors
New York
$185K
HDIM
502
Hanson & Doremus Investment Management
Vermont
$181K +$37K +500 +27%
SWP
503
Stratos Wealth Partners
Ohio
$161K -$13.2K -178 -8%
TCOV
504
Trust Company of Vermont
Vermont
$152K
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$144K -$17.3K -234 -11%
ASN
506
Advisory Services Network
Georgia
$141K +$12.6K +171 +10%
ED
507
Exane Derivatives
France
$137K -$1.68M -22,672 -93%
CBOA
508
Commonwealth Bank of Australia
Australia
$131K -$18.9K -256 -13%
KPCM
509
Kings Point Capital Management
New York
$116K +$37.6K +508 +51%
GT
510
Greenleaf Trust
Michigan
$115K
Envestnet Asset Management
511
Envestnet Asset Management
Illinois
$110K -$121K -1,642 -53%
EMG
512
ETF Managers Group
New Jersey
$105K +$12.9K +174 +14%
OFW
513
Omnia Family Wealth
Florida
$94K
AIM
514
Anchor Investment Management
South Carolina
$92.3K
OGC
515
Oak Grove Capital
New Hampshire
$92K +$88.7K +1,200 New
Simplex Trading
516
Simplex Trading
Illinois
$82K +$79.6K +1,077 New
ARMT
517
Amica Retiree Medical Trust
Rhode Island
$78K
RWA
518
Ropes Wealth Advisors
Massachusetts
$78K
APP
519
Avantax Planning Partners
Iowa
$78K +$75.6K +1,022 New
WTC
520
WhitTier Trust Company
Nevada
$77K +$73.9K +1,000 New
FPFS
521
First Personal Financial Services
North Carolina
$74K -$14.8K -200 -17%
AIL
522
AGF Investments LLC
Ontario, Canada
$69K +$32.1K +434 +79%
TRCT
523
Tower Research Capital (TRC)
New York
$69K +$66.5K +900 New
QAM
524
QCI Asset Management
New York
$67K
SFSIG
525
San Francisco Sentry Investment Group
California
$66K -$5.69K -77 -8%

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.