We are live on ! Find out more

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
S
576
SignatureFD
Georgia
$17K +$16.3K +220 New
RE
577
RBC Europe
United Kingdom
$15.4K
EWM
578
Endurance Wealth Management
Rhode Island
$15K
HI
579
Hudock Inc
Pennsylvania
$15K
NL
580
NVWM LLC
Pennsylvania
$15K
QCG
581
Quadrant Capital Group
Ohio
$15K +$665 +9 +4%
RCAG
582
Rehmann Capital Advisory Group
Michigan
$15K +$14.8K +200 New
WF
583
WealthTrust Fairport
Ohio
$15K +$14.8K +200 New
Carson Wealth (CWM LLC)
584
Carson Wealth (CWM LLC)
Nebraska
$14K -$5.03K -68 -27%
SIC
585
Salem Investment Counselors
North Carolina
$14K
WB
586
Webster Bank
Connecticut
$14K
KA
587
Kaizen Advisory
Illinois
$13K
SSB
588
Sandy Spring Bank
Maryland
$13K
TCA
589
Tortoise Capital Advisors
Kansas
$13K
SPIA
590
Steward Partners Investment Advisory
New York
$13K +$74 +1 +0.6%
TIS
591
Tortoise Index Solutions
Kansas
$13K +$71.8K +971 +30%
ZB
592
Zions Bancorporation
Utah
$12K -$1.92K -26 -14%
CHP
593
Cable Hill Partners
Oregon
$12K
CHC
594
City Holding Co
West Virginia
$12K
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$12K
AWM
596
Aevitas Wealth Management
Massachusetts
$11K
GRP
597
Global Retirement Partners
California
$10K
WIM
598
Westside Investment Management
California
$9.99K
APA
599
American Portfolios Advisors
New York
$8.77K -$81.3K -1,100 -91%
CAL
600
Capital Advisors Ltd
Ohio
$8K

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.