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987 hedge funds and large institutions have $27.9B invested in Xylem in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 359 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $24.1M

159% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 49

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.51B)

7% more funds holding

Funds holding: 922987 (+65)

6% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 359

2.77% less ownership

Funds ownership: 92.14%89.37% (-2.8%)

Holders
987
Holders Change
+65
Holders Change %
+7.05%
% of All Funds
14.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
127
Increased
336
Reduced
359
Closed
49
Calls
$78.9M
Puts
$24.1M
Net Calls
+$54.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
326
Nicola Wealth Management
British Columbia, Canada
$3.49M -$1.81M -15,000 -36%
ANBTV
327
American National Bank & Trust (Virginia)
Virginia
$3.45M +$3.22M +26,672 New
Wealthfront Advisers
328
Wealthfront Advisers
California
$3.42M +$177K +1,463 +6%
Public Employees Retirement Association of Colorado
329
Public Employees Retirement Association of Colorado
Colorado
$3.37M -$96.7K -800 -3%
LOAME
330
Lombard Odier Asset Management (Europe)
United Kingdom
$3.32M +$239K +1,980 +8%
Creative Planning
331
Creative Planning
Kansas
$3.24M +$13.3K +110 +0.4%
EP
332
Edgestream Partners
New Jersey
$3.24M +$1.37M +11,344 +83%
RJFSA
333
Raymond James Financial Services Advisors
Florida
$3.24M +$75.9K +628 +3%
HI
334
Harrington Investments
California
$3.18M +$2.17K +18 +0.1%
CWM
335
CIBC World Markets
New York
$3.13M -$826K -6,835 -22%
MUAMU
336
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.1M
Osaic Holdings
337
Osaic Holdings
Arizona
$3.09M -$1.84M -15,259 -39%
PCM
338
Prelude Capital Management
New York
$3.05M -$279K -2,311 -9%
PRC
339
Pearl River Capital
Michigan
$3.03M -$1.74M -14,382 -38%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$3.03M +$18.6K +154 +0.7%
NED
341
Nancy E. Dempze
$3M +$103K +855 +4%
Nordea Investment Management
342
Nordea Investment Management
Sweden
$2.96M +$262K +2,170 +11%
LNWWM
343
Laird Norton Wetherby Wealth Management
California
$2.96M -$1.09K -9 -0%
XI
344
XXEC Inc
Oklahoma
$2.92M
B
345
Bailard
California
$2.92M -$13.5K -112 -0.5%
HPC
346
HM Payson & Co
Maine
$2.91M -$70.3K -582 -3%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$2.89M +$456K +3,776 +20%
ANTB
348
AMG National Trust Bank
Colorado
$2.89M -$10.6K -88 -0.4%
RVPG
349
Relative Value Partners Group
$2.88M
SAM
350
Sycomore Asset Management
France
$2.88M +$375K +3,100 +16%

XYL Hedge Fund Activity: Q1 2024 in Review

987 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2024, worth a combined $27.9B — up 9.9% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new XYL positions and 49 closed out — a net gain of 78 holders — while 336 added to existing stakes and 359 trimmed.

The largest buyer was Artisan Partners, adding an estimated $303M. The largest seller was Morgan Stanley, cutting an estimated $556M.

  • 987 institutional investors held Xylem (XYL) as of Q1 2024, up from 922 in Q4 2023.
  • Funds reported $27.9B of Xylem stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 127 funds opened new Xylem positions in Q1 2024 and 49 closed out, a net change of +78 holders.
  • The largest Xylem buyer in Q1 2024 was Artisan Partners, an estimated $303M added.
  • The largest Xylem seller in Q1 2024 was Morgan Stanley, an estimated $556M sold.

Based on aggregated 13F filings for Q1 2024.