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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
NC
526
NewSquare Capital
Pennsylvania
$64K
OIA
527
OneDigital Investment Advisors
Kansas
$63K -$14.8K -200 -20%
LNB
528
Ledyard National Bank
$62K -$11.1K -150 -16%
AssetMark Inc
529
AssetMark Inc
California
$62K -$5.03K -68 -8%
CIA
530
Cascade Investment Advisors
Oregon
$61.5K
SBL
531
Sargent Bickham Lagudis
Colorado
$60K +$74 +1 +0.1%
MA
532
MCF Advisors
Kentucky
$58K
MCA
533
Mercer Capital Advisers
New Jersey
$58K
SFG
534
SevenBridge Financial Group
Pennsylvania
$58K
IFAM
535
Institutional & Family Asset Management
Colorado
$58K +$55.5K +750 New
AF
536
Advisornet Financial
Minnesota
$56K +$16.8K +227 +45%
HFM
537
Harvest Fund Management
China
$56K +$53.9K +729 New
ECM
538
Estabrook Capital Management
New York
$53.8K
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$370 -5 -0.7%
PA
540
Parallel Advisors
California
$50K -$5.62K -76 -10%
CB
541
Community Bank
New York
$50K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$50K
VCM
543
Vigilant Capital Management
Maine
$50K +$10.8K +146 +29%
CAPTRUST Financial Advisors
544
CAPTRUST Financial Advisors
North Carolina
$47K +$16K +216 +53%
AWA
545
Acorn Wealth Advisors
Michigan
$44K
TC
546
Trilogy Capital
California
$44K +$42.1K +570 New
BWA
547
Burt Wealth Advisors
Maryland
$43K
PHK
548
Point72 Hong Kong
Hong Kong
$42K +$33.2K +449 +493%
WPW
549
Winthrop Partners - WNY
New York
$41.6K +$40.7K +550 New
FFW
550
Fusion Family Wealth
New York
$38K

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.