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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
DA
301
Duality Advisers
Florida
$3.49M +$3.27M +30,955 New
NME
302
Notis-McConarty Edward
$3.4M +$168K +1,590 +6%
SCM
303
Stevens Capital Management
Pennsylvania
$3.39M +$2.01M +18,989 +171%
Hudson Bay Capital Management
304
Hudson Bay Capital Management
Connecticut
$3.38M +$3.17M +30,000 New
PG
305
Patten Group
Tennessee
$3.38M +$38K +359 +1%
LTI
306
Laffer Tengler Investments
Tennessee
$3.38M +$502K +4,749 +19%
NIA
307
NIA Impact Advisors
California
$3.38M -$80.9K -765 -2%
ABC
308
Associated Banc-Corp
Wisconsin
$3.37M +$3.16M +29,888 New
Bank Julius Baer & Co
309
Bank Julius Baer & Co
Switzerland
$3.29M +$2.2M +20,835 +250%
Public Employees Retirement Association of Colorado
310
Public Employees Retirement Association of Colorado
Colorado
$3.28M +$576K +5,443 +23%
MGP
311
Metis Global Partners
California
$3.26M +$916K +8,663 +43%
RVPG
312
Relative Value Partners Group
$3.26M
Creative Planning
313
Creative Planning
Kansas
$3.23M +$252K +2,381 +9%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$3.23M +$237K +2,243 +8%
BF
315
BOK Financial
Oklahoma
$3.22M +$2.83M +26,719 +1,399%
CNB
316
Czech National Bank
Czech Republic
$3.19M +$750K +7,095 +33%
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$3.17M +$868K +8,203 +41%
CWM
318
CIBC World Markets
New York
$3.16M +$2M +18,932 +208%
KA
319
Kintegral Advisory
New York
$3.15M
RAM
320
Redmond Asset Management
Virginia
$3.12M +$1.81M +17,146 +163%
BFPW
321
BOK Financial Private Wealth
Colorado
$3.06M
SAM
322
Shell Asset Management
Netherlands
$3M +$1.42M +13,411 +101%
SG Americas Securities
323
SG Americas Securities
New York
$2.98M +$2.64M +24,919 +1,629%
IEFM
324
IQ EQ Fund Management
Ireland
$2.96M +$431K +4,077 +18%
SAM
325
Stansberry Asset Management
Texas
$2.95M +$122K +1,157 +5%

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.