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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
IP
551
Intellectus Partners
California
$38K
KTC
552
Kistler-Tiffany Companies
Pennsylvania
$38K
BWA
553
BDO Wealth Advisors
Florida
$38K +$37K +500 New
NIT
554
NumerixS Investment Technologies
British Columbia, Canada
$38K +$37K +500 New
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
GWM
556
Geneos Wealth Management
Colorado
$37K +$14.8K +200 +69%
HCM
557
Highlander Capital Management
New Jersey
$34K
GLI
558
Guardian Life Insurance
New York
$32K -$12.6K -170 -29%
SIAS
559
Shine Investment Advisory Services
Colorado
$30K
PCP
560
Proficio Capital Partners
Massachusetts
$29K -$444 -6 -2%
CJA
561
C-J Advisory
California
$29K
AIS
562
AlphaOne Investment Services
Pennsylvania
$29K +$27.5K +372 New
FHA
563
First Horizon Advisors
Tennessee
$28K -$370 -5 -1%
PGWM
564
Parisi Gray Wealth Management
New Jersey
$27K +$8.13K +110 +25%
MA
565
MUFG Americas
New York
$27K +$26K +352 New
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$26K +$5.18K +70 +27%
RFA
568
Reilly Financial Advisors
California
$25K +$4.58K +62 +24%
CBT
569
Capital Bank & Trust
California
$24K
MYIA
570
Mount Yale Investment Advisors
Colorado
$23K +$22K +298 New
DBT
571
Dubuque Bank & Trust
Iowa
$21K
MWM
572
MinichMacGregor Wealth Management
New York
$20K -$813 -11 -4%
GAM
573
Gemmer Asset Management
California
$18K
MFT
574
Moisand Fitzgerald Tamayo
Florida
$18K
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$17.1K +$16.4K +222 New

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.