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908 hedge funds and large institutions have $23.9B invested in Xylem in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 441 increasing their positions, 198 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 61

123% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 198

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $18B → $23.9B (+$5.93B)

8% more funds holding

Funds holding: 837908 (+71)

6.65% less ownership

Funds ownership: 94.74%88.09% (-6.7%)

41% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $51.9M

Holders
908
Holders Change
+71
Holders Change %
+8.48%
% of All Funds
14.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
136
Increased
441
Reduced
198
Closed
61
Calls
$30.8M
Puts
$51.9M
Net Calls
-$21.1M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$5.47M +$7.93K +75 +0.2%
ProShare Advisors
252
ProShare Advisors
Maryland
$5.39M +$768K +7,258 +18%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$5.28M +$942K +8,909 +23%
GAM
254
Gotham Asset Management
New York
$5.19M -$2.76M -26,074 -36%
PCA
255
Providence Capital Advisors
North Carolina
$5.15M -$36.1K -341 -0.7%
UIM
256
USS Investment Management
United Kingdom
$5.14M
PA
257
Perennial Advisors
New York
$5.13M +$160K +1,517 +3%
BFS
258
Bradley Foster & Sargent
Connecticut
$5.09M +$4.78M +45,184 New
II
259
IFM Investors
Australia
$5.08M +$1.59M +15,037 +50%
KCM
260
Kanawha Capital Management
Virginia
$5.05M +$846 +8 +0%
PAA
261
Peregrine Asset Advisers
Oregon
$5.01M +$4.25M +40,210 +935%
OAM
262
Oppenheimer Asset Management
New York
$4.89M +$688K +6,504 +18%
TAF
263
Tredje AP-fonden
Sweden
$4.87M -$1.03M -9,748 -18%
XI
264
XXEC Inc
Oklahoma
$4.81M -$114K -1,075 -2%
First Manhattan
265
First Manhattan
New York
$4.79M -$323K -3,058 -7%
GIBU
266
Gulf International Bank (UK)
United Kingdom
$4.77M +$220K +2,076 +5%
Mackenzie Financial
267
Mackenzie Financial
Ontario, Canada
$4.75M +$341K +3,226 +8%
NAM
268
Nissay Asset Management
Japan
$4.71M +$598K +5,654 +16%
COPPSERS
269
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.7M +$2.24M +21,171 +103%
MKA
270
M. Kulyk & Associates
Georgia
$4.66M -$112K -1,063 -3%
URS
271
Utah Retirement Systems
Utah
$4.59M +$941K +8,900 +28%
PGA
272
Portland Global Advisors
Maine
$4.47M +$10.9K +103 +0.3%
NYLIM
273
New York Life Investment Management
New York
$4.41M +$822K +7,774 +25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.35M +$4.08M +38,608 New
Corient Private Wealth
275
Corient Private Wealth
Florida
$4.3M +$524K +4,959 +15%

XYL Hedge Fund Activity: Q2 2023 in Review

908 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2023, worth a combined $23.9B — up 33% from $18B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XYL positions and 61 closed out — a net gain of 75 holders — while 441 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $708M. The largest seller was OFI Invest Asset Management, cutting an estimated $221M.

  • 908 institutional investors held Xylem (XYL) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $23.9B of Xylem stock for Q2 2023, up 33% quarter-over-quarter.
  • 136 funds opened new Xylem positions in Q2 2023 and 61 closed out, a net change of +75 holders.
  • The largest Xylem buyer in Q2 2023 was Vanguard Group, an estimated $708M added.
  • The largest Xylem seller in Q2 2023 was OFI Invest Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2023.