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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
GC
476
Guggenheim Capital
Illinois
$604K +$262K +2,509 +77%
API
477
Advisor Partners II
California
$604K -$24.9K -238 -4%
FAM
478
Fred Alger Management
New York
$604K +$18.8K +180 +3%
NMIMC
479
Northwestern Mutual Investment Management Company
Wisconsin
$593K +$1.88K +18 +0.3%
PCM
480
Prelude Capital Management
New York
$586K +$392K +3,750 +203%
TWM
481
Thrive Wealth Management
Pennsylvania
$585K +$47.6K +456 +9%
BA
482
Bellwether Advisors
Nebraska
$584K +$583K +5,580 New
TIMH
483
Tilt Investment Management Holdings
New York
$580K +$12.7K +122 +2%
KI
484
Kula Investments
Illinois
$578K +$576K +5,520 New
PFPT
485
Pinnacle Financial Partners (Tennessee)
Tennessee
$576K +$2.3K +22 +0.4%
MFS
486
Monetta Financial Services
Illinois
$576K
OR
487
Olympiad Research
Connecticut
$572K +$571K +5,463 New
BC
488
Burney Company
Virginia
$561K
ECM
489
Evergreen Capital Management
Washington
$555K -$1.67K -16 -0.3%
TA
490
TFG Advisers
Michigan
$543K +$7.21K +69 +1%
LP
491
LMR Partners
United Kingdom
$542K +$59.8K +573 +12%
IAN
492
Integrated Advisors Network
Texas
$540K -$12.1K -116 -2%
MCM
493
MAI Capital Management
Ohio
$534K -$14.6K -140 -3%
CAAS
494
Capital Asset Advisory Services
Michigan
$534K -$72.9K -698 -12%
BTWM
495
Baker Tilly Wealth Management
Wisconsin
$531K -$6.37K -61 -1%
DGAM
496
Desjardins Global Asset Management
Quebec, Canada
$529K -$2.81M -26,924 -84%
EF
497
Empirical Finance
Pennsylvania
$521K +$23.7K +227 +5%
NA
498
NewEdge Advisors
Louisiana
$521K -$959K -9,181 -65%
HH
499
Hilltop Holdings
Texas
$519K -$21.2K -203 -4%
FWM
500
Forza Wealth Management
Florida
$509K -$27.7K -265 -5%

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.