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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
ZB
626
Zions Bancorporation
Utah
$11K -$730 -10 -7%
WAS
627
WESPAC Advisors SoCal
California
$11K
VFA
628
Valeo Financial Advisors
Indiana
$10K
CAL
629
Capital Advisors Ltd
Ohio
$9K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$9K
WCM
631
WealthBridge Capital Management
Ohio
$9K
AIA
632
Alera Investment Advisors
Illinois
$9K +$5.25K +72 +171%
VNA
633
Valley National Advisers
Pennsylvania
$9K +$8.1K +111 New
FIB
634
First Interstate Bank
Montana
$8K +$730 +10 +11%
OSAM
635
O'Shaughnessy Asset Management
Connecticut
$7K -$319K -4,378 -98%
EARNEST Partners
636
EARNEST Partners
Georgia
$7K
LFA
637
Legacy Financial Advisors
Kentucky
$7K +$438 +6 +7%
QAM
638
QCI Asset Management
New York
$6K
TWA
639
TCI Wealth Advisors
Arizona
$6K
TL
640
TrueWealth LLC
Georgia
$6K
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
$6K +$5.84K +80 New
GWS
642
Glassman Wealth Services
Virginia
$5K -$146 -2 -3%
CFGS
643
Concourse Financial Group Securities
Alabama
$5K
FC
644
Ferris Capital
Massachusetts
$5K
RFA
645
Reilly Financial Advisors
California
$5K
MNBTD
646
Moody National Bank Trust Division
Texas
$5K +$4.52K +62 New
EWM
647
Elmwood Wealth Management
California
$4K -$73 -1 -2%
FRA
648
Front Row Advisors
California
$4K
LWA
649
Lenox Wealth Advisors
New York
$4K
MA
650
MUFG Americas
New York
$4K

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.