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784 hedge funds and large institutions have $19B invested in Xylem in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

2% more funds holding

Funds holding: 772784 (+12)

3% more capital invested

Capital invested by funds: $18.5B → $19B (+$489M)

0.1% less ownership

Funds ownership: 86.15%86.05% (-0.1%)

29% less call options, than puts

Call options by funds: $20M | Put options by funds: $28.1M

Holders
784
Holders Change
+12
Holders Change %
+1.55%
% of All Funds
13.72%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
65
Increased
310
Reduced
237
Closed
44
Calls
$20M
Puts
$28.1M
Net Calls
-$8.1M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
476
StrongBox Wealth
Missouri
$582K +$43K +334 +8%
SAM
477
S.A. Mason
Michigan
$581K
N
478
Natixis
France
$575K +$599K +4,653 New
CHP
479
Cable Hill Partners
Oregon
$570K +$2.19K +17 +0.4%
BFS
480
Bradley Foster & Sargent
Connecticut
$568K
BSG
481
Black Swift Group
Colorado
$557K +$579K +4,500 New
Cetera Investment Advisers
482
Cetera Investment Advisers
Illinois
$555K -$68.3K -531 -11%
LC
483
Lincoln Capital
Nebraska
$555K
HCMG
484
Howard Capital Management Group
California
$553K +$129 +1 +0%
RRA
485
Round Rock Advisors
Connecticut
$551K
IAN
486
Integrated Advisors Network
Texas
$548K -$2.83K -22 -0.5%
BBVA
487
Banco Bilbao Vizcaya Argentaria
Spain
$546K +$11.1K +86 +2%
HSA
488
HBK Sorce Advisory
Pennsylvania
$541K -$26.3K -204 -4%
YMRC
489
Yorktown Management & Research Company
Virginia
$538K
PFS
490
Prospera Financial Services
Texas
$538K +$2.19K +17 +0.4%
FL
491
Fort LP
Maryland
$537K +$312K +2,421 +126%
Neuberger Berman Group
492
Neuberger Berman Group
New York
$535K -$73.4K -570 -11%
CFB
493
Cullen/Frost Bankers
Texas
$517K +$309K +2,400 +135%
MME
494
Meag Munich Ergo
Germany
$512K -$641K -4,981 -55%
TA
495
TFG Advisers
Michigan
$510K +$37.4K +291 +8%
MCCP
496
Mission Creek Capital Partners
California
$509K -$19.3K -150 -4%
JCM
497
Jacobi Capital Management
Pennsylvania
$504K +$12.6K +98 +2%
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$499K +$18.3K +142 +4%
MCM
499
McRae Capital Management
New Jersey
$496K -$12.5K -97 -2%
MIM
500
Merrion Investment Management
New Jersey
$494K

XYL Hedge Fund Activity: Q3 2021 in Review

784 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2021, worth a combined $19B — up 2.6% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new XYL positions and 44 closed out — a net gain of 21 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $51.5M. The largest seller was Impax Asset Management Group, cutting an estimated $146M.

  • 784 institutional investors held Xylem (XYL) as of Q3 2021, up from 772 in Q2 2021.
  • Funds reported $19B of Xylem stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 65 funds opened new Xylem positions in Q3 2021 and 44 closed out, a net change of +21 holders.
  • The largest Xylem buyer in Q3 2021 was Baillie Gifford & Co, an estimated $51.5M added.
  • The largest Xylem seller in Q3 2021 was Impax Asset Management Group, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.