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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
451
Quantitative Investment Management
Virginia
$765K +$764K +7,312 New
MC
452
Moors & Cabot
Massachusetts
$751K -$17.3K -166 -2%
SC
453
Shay Capital
New York
$737K +$735K +7,040 New
DT
454
Diversified Trust
Tennessee
$736K +$296K +2,836 +68%
QT
455
Quantamental Technologies
New York
$735K +$733K +7,023 New
TCOV
456
Trust Company of Vermont
Vermont
$729K -$15.4K -147 -2%
FLPIM
457
F.L. Putnam Investment Management
Massachusetts
$721K -$7.94K -76 -1%
KAS
458
Kestra Advisory Services
Texas
$720K -$163K -1,559 -18%
HNB
459
Huntington National Bank
Ohio
$707K +$33K +316 +5%
CFG
460
Citizens Financial Group
Rhode Island
$702K -$41.1K -394 -6%
RCM
461
Radnor Capital Management
Pennsylvania
$701K
GIM
462
Goelzer Investment Management
Indiana
$689K +$4.18K +40 +0.6%
BP
463
Ballentine Partners
Massachusetts
$678K -$33.1K -317 -5%
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$672K -$4.49K -43 -0.7%
CW
465
Connectus Wealth
Ohio
$665K
GCL
466
Gouws Capital LLC
North Carolina
$662K -$41.8K -400 -6%
Lido Advisors
467
Lido Advisors
California
$647K +$646K +6,183 New
PCS
468
Personal CFO Solutions
New Jersey
$641K +$5.33K +51 +0.8%
ASN
469
Advisory Services Network
Georgia
$641K -$210K -2,009 -25%
IC
470
IEQ Capital
California
$633K +$142K +1,359 +29%
PFSC
471
Peoples Financial Services Corp
Pennsylvania
$629K
DAS
472
Dynamic Advisor Solutions
Arizona
$627K +$626K +5,992 New
PGAM
473
Princeton Global Asset Management
New Jersey
$615K -$57.2K -548 -9%
SIM
474
Sentry Investment Management
Wisconsin
$607K +$481K +4,605 +386%
VIM
475
Vinva Investment Management
Australia
$605K +$617K +5,908 New

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.