We are live on ! Find out more

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
DBT
601
Dubuque Bank & Trust
Iowa
$22K
CAM
602
Cresset Asset Management
Illinois
$20K +$13.1K +180 +228%
TIM
603
Tortoise Investment Management
New York
$19K
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$19K +$15.9K +218 +872%
FPFS
605
First Personal Financial Services
North Carolina
$18K
GAM
606
Gemmer Asset Management
California
$18K
MFT
607
Moisand Fitzgerald Tamayo
Florida
$18K
SIAS
608
Shine Investment Advisory Services
Colorado
$18K +$2.77K +38 +20%
AIM
609
Advantage Investment Management
Iowa
$16K -$4.16K -57 -22%
NL
610
NVWM LLC
Pennsylvania
$16K
WF
611
WealthTrust Fairport
Ohio
$16K
Parallax Volatility Advisers
612
Parallax Volatility Advisers
California
$16K +$11.3K +155 +292%
RCAG
613
Rehmann Capital Advisory Group
Michigan
$15.8K
KFS
614
Kelly Financial Services
Massachusetts
$15K +$13.9K +190 New
CCM
615
Cribstone Capital Management
Maine
$15K -$228K -3,125 -94%
OAJ
616
Ogorek Anthony Joseph
New York
$15K
WB
617
Webster Bank
Connecticut
$15K
IBOK
618
Independence Bank of Kentucky
Kentucky
$14K
SIC
619
Salem Investment Counselors
North Carolina
$14K +$13.2K +181 New
BAM
620
Bruderman Asset Management
New York
$13K
CHC
621
City Holding Co
West Virginia
$13K
TCA
622
Tortoise Capital Advisors
Kansas
$13K
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$511 +7 +4%
CAW
624
Cornerstone Advisors (Washington)
Washington
$13K +$1.75K +24 +18%
PGWM
625
Parisi Gray Wealth Management
New Jersey
$12K -$14.6K -200 -57%

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.