We are live on ! Find out more

818 hedge funds and large institutions have $17.2B invested in Xylem in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 276 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 43

27% more capital invested

Capital invested by funds: $13.6B → $17.2B (+$3.61B)

11% more funds holding

Funds holding: 740818 (+78)

0.65% more ownership

Funds ownership: 86.2%86.85% (+0.65%)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 276

33% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $20.6M

Holders
818
Holders Change
+78
Holders Change %
+10.54%
% of All Funds
13.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
139
Increased
268
Reduced
276
Closed
43
Calls
$13.9M
Puts
$20.6M
Net Calls
-$6.76M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
476
Round Rock Advisors
Connecticut
$493K
AP
477
AtonRa Partners
Switzerland
$493K -$320K -3,052 -41%
RBC
478
Romano Brothers & Co
Illinois
$489K
BPCE
479
Bank Pictet & Cie (Europe)
Germany
$489K +$81K +773 +21%
BC
480
Barrett & Company
Rhode Island
$483K
FC
481
FORA Capital
Florida
$477K +$453K +4,318 New
HDIM
482
Hanson & Doremus Investment Management
Vermont
$475K +$205K +1,956 +83%
BFG
483
Bleakley Financial Group
New Jersey
$474K +$450K +4,291 New
VI
484
Vestcor Inc
New Brunswick, Canada
$472K +$3.25K +31 +0.7%
CTC
485
Central Trust Company
Missouri
$467K +$21.4K +204 +5%
CM
486
Capula Management
Cayman Islands
$467K +$442K +4,220 New
DT
487
Diversified Trust
Tennessee
$464K +$10.1K +96 +2%
CFG
488
Carr Financial Group
Massachusetts
$458K +$435K +4,146 New
DADC
489
D.A. Davidson & Co
Montana
$458K +$23.6K +225 +6%
VI
490
Versor Investments
New York
$453K +$430K +4,100 New
NB
491
NBT Bank
New York
$449K -$73.4K -700 -15%
DWM
492
Dakota Wealth Management
Florida
$448K +$49.4K +471 +13%
CIP
493
Capital Insight Partners
Arizona
$444K -$425K -4,056 -50%
JCM
494
Jacobi Capital Management
Pennsylvania
$438K +$415K +3,958 New
SP
495
Symmetry Partners
Connecticut
$437K
AF
496
Allworth Financial
California
$433K +$1.26K +12 +0.3%
BL
497
BFSG LLC
California
$433K +$45M +428,967 +10,957%
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$431K
BIP
499
Blueprint Investment Partners
North Carolina
$431K +$408K +3,895 New
CF
500
Centaurus Financial
California
$428K

XYL Hedge Fund Activity: Q4 2022 in Review

818 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2022, worth a combined $17.2B — up 27% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new XYL positions and 43 closed out — a net gain of 96 holders — while 268 added to existing stakes and 276 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Janus Henderson Group, cutting an estimated $71.2M.

  • 818 institutional investors held Xylem (XYL) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $17.2B of Xylem stock for Q4 2022, up 27% quarter-over-quarter.
  • 139 funds opened new Xylem positions in Q4 2022 and 43 closed out, a net change of +96 holders.
  • The largest Xylem buyer in Q4 2022 was Morgan Stanley, an estimated $232M added.
  • The largest Xylem seller in Q4 2022 was Janus Henderson Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q4 2022.