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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
FCAG
601
First Capital Advisors Group
New Jersey
$8K +$7.47K +101 New
GFP
602
Gryphon Financial Partners
Ohio
$7K -$444 -6 -6%
EARNEST Partners
603
EARNEST Partners
Georgia
$7K
ST
604
Smithfield Trust
Pennsylvania
$7K
GWS
605
Glassman Wealth Services
Virginia
$7K +$6.43K +87 +2,900%
M
606
MOTCO
Texas
$7K +$6.88K +93 New
LFA
607
Legacy Financial Advisors
Kentucky
$6K
MOS
608
MGO One Seven
Ohio
$6K
TWA
609
TCI Wealth Advisors
Arizona
$6K
TL
610
TrueWealth LLC
Georgia
$6K
CAW
611
Cornerstone Advisors (Washington)
Washington
$5K
VFA
612
Valeo Financial Advisors
Indiana
$5K
EWM
613
Elmwood Wealth Management
California
$4.16K +$3.99K +54 New
JA
614
JOYN Advisors
Georgia
$4K -$218K -2,953 -98%
LWA
615
Lenox Wealth Advisors
New York
$4K
SWP
616
Strategic Wealth Partners
Ohio
$4K
SF
617
Synovus Financial
Georgia
$4K +$3.48K +47 New
FC
618
Ferris Capital
Massachusetts
$4K +$4.21K +57 New
GEA
619
Glen Eagle Advisors
New Jersey
$3.08K
SWA
620
Sutton Wealth Advisors
Florida
$3.08K
RFC
621
Regions Financial Corp
Alabama
$3K -$518 -7 -16%
EWM
622
Edge Wealth Management
New York
$3K
FRA
623
Front Row Advisors
California
$3K
AAP
624
Arax Advisory Partners
Colorado
$3K +$739 +10 +27%
FPS
625
Fieldpoint Private Securities
Connecticut
$2K

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.