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546 hedge funds and large institutions have $7.8B invested in Xylem in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 176 increasing their positions, 213 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $5.21M | Put options by funds: $3.15M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less capital invested

Capital invested by funds: $7.97B → $7.8B (-$169M)

5% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 73

2% less funds holding

Funds holding: 559546 (-13)

3.14% less ownership

Funds ownership: 89.56%86.41% (-3.1%)

17% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 213

Holders
546
Holders Change
-13
Holders Change %
-2.33%
% of All Funds
13.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
69
Increased
176
Reduced
213
Closed
73
Calls
$5.21M
Puts
$3.15M
Net Calls
+$2.06M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
601
Invictus RG
Bermuda
-$125K -2,534 Closed
WOC
602
West Oak Capital
California
-$74.3K -1,500 Closed
MBT
603
Montecito Bank & Trust
California
-$65K -1,304 Closed
FNBT
604
FineMark National Bank & Trust
Florida
-$47K -954 Closed
AAM
605
Advisors Asset Management
Colorado
-$40K -800 Closed
HR
606
Howe & Rusling
New York
-$26K -530 Closed
PIA
607
Piedmont Investment Advisors
North Carolina
-$25.6K -517 Closed
PRS
608
Pinkerton Retirement Specialists
Idaho
-$25K -505 Closed
AA
609
Ancora Advisors
Ohio
-$15K -300 Closed
PFS
610
Physicians Financial Services
North Carolina
-$14K -300 Closed
AIL
611
AGF Investments LLC
Ontario, Canada
-$11K -208 Closed
EARNEST Partners
612
EARNEST Partners
Georgia
-$4K -86 Closed
EF
613
Empirical Finance
Pennsylvania
-$5K -81 Closed
BGIM
614
Brandywine Global Investment Management
Pennsylvania
-$4K -79 Closed
VNA
615
Valley National Advisers
Pennsylvania
-$3K -51 Closed
CFA
616
Camarda Financial Advisors
Florida
-$2K -47 Closed
WPA
617
West Paces Advisors
Georgia
-$2.23K -45 Closed
Acadian Asset Management
618
Acadian Asset Management
Massachusetts
-$1K -24 Closed
WTB
619
Washington Trust Bank
Washington
-$1K -21 Closed
GWS
620
Glassman Wealth Services
Virginia
+$146 +3 New

XYL Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2017, worth a combined $7.8B — down 2.1% from $7.97B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of XYL and 69 opened new positions — a net loss of 4 holders — while 213 trimmed existing stakes and 176 added.

The largest buyer was BlackRock, adding an estimated $564M. The largest seller was Parnassus Investments, cutting an estimated $137M.

  • 546 institutional investors held Xylem (XYL) as of Q1 2017, down from 559 in Q4 2016.
  • Funds reported $7.8B of Xylem stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 69 funds opened new Xylem positions in Q1 2017 and 73 closed out, a net change of -4 holders.
  • The largest Xylem buyer in Q1 2017 was BlackRock, an estimated $564M added.
  • The largest Xylem seller in Q1 2017 was Parnassus Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2017.