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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
MJP
201
Michael J. Puzo
$3.09M -$115K -1,560 -4%
XK
202
Xact Kapitalforvaltning
Sweden
$3.09M +$131K +1,770 +5%
CA
203
Commerzbank Aktiengesellschaft
Germany
$3.06M +$194K +2,621 +7%
LOAMS
204
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.02M +$629K +8,512 +28%
FAM
205
Fred Alger Management
New York
$3.01M +$2.38M +32,221 +467%
AB
206
Amalgamated Bank
New York
$3.01M +$81.8K +1,106 +3%
SCM
207
Stellar Capital Management
Arizona
$3M -$139K -1,880 -5%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$2.98M +$319K +4,310 +12%
TPCM
209
Three Peaks Capital Management
Colorado
$2.91M +$2.79M +37,794 New
HI
210
Harrington Investments
California
$2.88M +$40.3K +545 +1%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$2.78M +$629K +8,512 +31%
PAM
212
Panagora Asset Management
Massachusetts
$2.77M +$1.78M +24,078 +203%
PA
213
Perennial Advisors
New York
$2.73M -$153K -2,066 -6%
RHJA
214
Rice Hall James & Associates
California
$2.67M -$521K -7,053 -17%
CPIM
215
Columbia Partners Investment Management
Virginia
$2.65M -$10.6K -143 -0.4%
MSL
216
Mackay Shields LLC
New York
$2.65M +$2.55M +34,510 New
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$2.65M -$203K -2,749 -7%
CCM
218
Catawba Capital Management
Virginia
$2.62M -$99.8K -1,350 -4%
ProShare Advisors
219
ProShare Advisors
Maryland
$2.59M +$628K +8,489 +34%
URS
220
Utah Retirement Systems
Utah
$2.57M +$7.39K +100 +0.3%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$2.54M -$124K -1,671 -5%
NMIMC
222
Northwestern Mutual Investment Management Company
Wisconsin
$2.52M -$579K -7,824 -19%
MLM
223
Mount Lucas Management
Pennsylvania
$2.48M +$2.39M +32,301 New
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$2.46M +$14.9K +202 +0.6%
PG
225
Patten Group
Tennessee
$2.45M -$10.9K -148 -0.5%

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.