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873 hedge funds and large institutions have $19.6B invested in Xylem in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 326 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $21.7M

4% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 314

0.21% less ownership

Funds ownership: 88.09%87.88% (-0.21%)

4% less funds holding

Funds holding: 908873 (-35)

18% less capital invested

Capital invested by funds: $23.9B → $19.6B (-$4.31B)

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
873
Holders Change
-35
Holders Change %
-3.85%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
73
Increased
326
Reduced
314
Closed
96
Calls
$45.4M
Puts
$21.7M
Net Calls
+$23.6M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$732K +$23.3K +226 +3%
NL
477
NVWM LLC
Pennsylvania
$725K +$764K +7,406 +1,315%
Koshinski Asset Management
478
Koshinski Asset Management
Illinois
$715K +$3.82K +37 +0.5%
PI
479
PFG Investments
New York
$707K +$5.78K +56 +0.7%
DFCM
480
Dark Forest Capital Management
Puerto Rico
$705K +$204K +1,977 +34%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$700K +$537K +5,206 +210%
BBVA
482
Banco Bilbao Vizcaya Argentaria
Spain
$693K -$78.3K -759 -9%
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$692K +$5.57K +54 +0.7%
MIM
484
Meridiem Investment Management
United Kingdom
$686K
KAS
485
Kestra Advisory Services
Texas
$685K +$97.9K +949 +14%
GT
486
Greenleaf Trust
Michigan
$683K -$52.9K -513 -6%
MC
487
Moors & Cabot
Massachusetts
$676K +$25.9K +251 +3%
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$675K +$765K +7,416 New
HL
489
HeadInvest LLC
Maine
$672K -$10.3K -100 -1%
BP
490
Ballentine Partners
Massachusetts
$670K -$39.8K -386 -5%
FPF
491
First Pacific Financial
Washington
$668K -$19.6K -190 -3%
Walleye Capital
492
Walleye Capital
New York
$668K -$12.2M -118,693 -94%
GAA
493
Green Alpha Advisors
Colorado
$661K -$31.5K -305 -4%
JIC
494
Johnson Investment Counsel
Ohio
$658K +$268K +2,600 +56%
HDIM
495
Hanson & Doremus Investment Management
Vermont
$642K +$236K +2,284 +48%
DADC
496
D.A. Davidson & Co
Montana
$640K +$188K +1,825 +35%
EF
497
Empirical Finance
Pennsylvania
$632K +$129K +1,251 +22%
AWM
498
Axxcess Wealth Management
California
$626K +$484K +4,692 +214%
SPA
499
Sherbrooke Park Advisers
New York
$623K +$706K +6,842 New
TCOV
500
Trust Company of Vermont
Vermont
$617K -$9.08K -88 -1%

XYL Hedge Fund Activity: Q3 2023 in Review

873 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2023, worth a combined $19.6B — down 18% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of XYL and 73 opened new positions — a net loss of 23 holders — while 314 trimmed existing stakes and 326 added.

The largest buyer was UBS AM, adding an estimated $125M. The largest seller was AllianceBernstein, cutting an estimated $190M.

  • 873 institutional investors held Xylem (XYL) as of Q3 2023, down from 908 in Q2 2023.
  • Funds reported $19.6B of Xylem stock for Q3 2023, down 18% quarter-over-quarter.
  • 73 funds opened new Xylem positions in Q3 2023 and 96 closed out, a net change of -23 holders.
  • The largest Xylem buyer in Q3 2023 was UBS AM, an estimated $125M added.
  • The largest Xylem seller in Q3 2023 was AllianceBernstein, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2023.