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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
SAM
326
Sycomore Asset Management
France
$2.92M +$1.98M +18,700 +242%
PI
327
PGGM Investments
Netherlands
$2.91M -$86.3K -816 -3%
MRWM
328
ML&R Wealth Management
Texas
$2.9M +$2.72M +25,720 New
LNWWM
329
Laird Norton Wetherby Wealth Management
California
$2.85M +$62.8K +594 +2%
HI
330
Handelsinvest Investeringsforvaltning
Denmark
$2.84M +$463K +4,376 +21%
MHC
331
Meyer Handelman Company
New York
$2.83M
HI
332
Harrington Investments
California
$2.8M +$32.8K +310 +1%
BA
333
Bridgewater Associates
Connecticut
$2.74M -$543K -5,139 -17%
MF
334
Magnetar Financial
Illinois
$2.7M +$2.53M +23,938 New
O
335
Ossiam
France
$2.69M +$2.09M +19,786 +480%
DRD
336
Dennis R. Delaney
$2.65M +$230K +2,175 +10%
JFG
337
Jefferies Financial Group
New York
$2.64M +$206K +1,950 +9%
HPC
338
HM Payson & Co
Maine
$2.63M -$6.03K -57 -0.2%
NCM
339
Nelson Capital Management
California
$2.59M -$93.5K -884 -4%
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.57M +$327K +3,094 +16%
ANTB
341
AMG National Trust Bank
Colorado
$2.54M
NED
342
Nancy E. Dempze
$2.51M +$106 +1 +0%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$2.5M +$424K +4,010 +22%
UOC
344
UBS O'Connor
Illinois
$2.49M +$2.34M +22,100 New
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$2.48M +$247K +2,332 +12%
MCM
346
Manchester Capital Management
Vermont
$2.46M +$1.32M +12,511 +134%
PCM
347
Parsons Capital Management
Rhode Island
$2.46M -$52.8K -499 -2%
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$2.46M +$637K +6,020 +38%
PP
349
Patten & Patten
Tennessee
$2.44M -$193K -1,825 -8%
BCIM
350
British Columbia Investment Management
British Columbia, Canada
$2.42M +$583K +5,512 +34%

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.