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668 hedge funds and large institutions have $12.5B invested in Xylem in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 246 increasing their positions, 223 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

78% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $13.3M

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

24% more capital invested

Capital invested by funds: $10.1B → $12.5B (+$2.45B)

10% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 223

4% more funds holding

Funds holding: 644668 (+24)

0.66% more ownership

Funds ownership: 87.39%88.04% (+0.66%)

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
14.46%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.28%
New
70
Increased
246
Reduced
223
Closed
42
Calls
$23.6M
Puts
$13.3M
Net Calls
+$10.3M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
BerganKDV Wealth Management
Minnesota
$79K
MCA
552
Mercer Capital Advisers
New Jersey
$79K
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76K
OIA
554
OneDigital Investment Advisors
Kansas
$67K
NC
555
NewSquare Capital
Pennsylvania
$66K
ESB
556
Essex Savings Bank
Connecticut
$63K
AssetMark Inc
557
AssetMark Inc
California
$62K -$292 -4 -0.5%
FHA
558
First Horizon Advisors
Tennessee
$60K
SFG
559
SevenBridge Financial Group
Pennsylvania
$60K
MA
560
MCF Advisors
Kentucky
$59K
RIA
561
Realta Investment Advisors
Delaware
$59K +$54.1K +741 New
AF
562
Advisornet Financial
Minnesota
$58K
ECM
563
Estabrook Capital Management
New York
$55.3K
ASN
564
Advisory Services Network
Georgia
$54K -$3.72K -51 -7%
SBL
565
Sargent Bickham Lagudis
Colorado
$54K +$73 +1 +0.1%
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K
CGT
567
Capital Guardian Trust
California
$52K +$47.8K +655 New
CB
568
Community Bank
New York
$51K
HWA
569
Heritage Wealth Advisors
Virginia
$50.6K
PWMG
570
Prestige Wealth Management Group
New Jersey
$47K -$803 -11 -2%
PA
571
Parallel Advisors
California
$47K
HGWM
572
Harvest Group Wealth Management
Massachusetts
$46K +$42.4K +581 New
BWP
573
BSW Wealth Partners
Colorado
$45K +$41.4K +568 New
ST
574
Sageworth Trust
Pennsylvania
$43K -$139K -1,900 -78%
LWM
575
Liberty Wealth Management
California
$43K +$1.39K +19 +4%

XYL Hedge Fund Activity: Q1 2019 in Review

668 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2019, worth a combined $12.5B — up 24% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XYL positions and 42 closed out — a net gain of 28 holders — while 246 added to existing stakes and 223 trimmed.

The largest buyer was BlackRock, adding an estimated $37.7M. The largest seller was Ameriprise, cutting an estimated $80.4M.

  • 668 institutional investors held Xylem (XYL) as of Q1 2019, up from 644 in Q4 2018.
  • Funds reported $12.5B of Xylem stock for Q1 2019, up 24% quarter-over-quarter.
  • 70 funds opened new Xylem positions in Q1 2019 and 42 closed out, a net change of +28 holders.
  • The largest Xylem buyer in Q1 2019 was BlackRock, an estimated $37.7M added.
  • The largest Xylem seller in Q1 2019 was Ameriprise, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2019.