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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
WAM
501
World Asset Management
Michigan
$488K -$45.9K -357 -8%
AP
502
Advisor Partners
California
$488K -$27.3K -212 -5%
CAAS
503
Capital Asset Advisory Services
Michigan
$487K +$506K +3,935 New
BP
504
Ballentine Partners
Massachusetts
$483K +$91.8K +713 +22%
CF
505
Centaurus Financial
California
$479K
KWM
506
Kingsview Wealth Management
Oregon
$478K -$1.77M -13,790 -78%
WP
507
WealthPLAN Partners
Nebraska
$477K
CG
508
Caprock Group
Idaho
$475K +$66.3K +515 +15%
WG
509
Welch Group
Alabama
$470K
IA
510
IndexIQ Advisors
New York
$468K -$123K -956 -20%
MFS
511
Mirabella Financial Services
United Kingdom
$460K +$4.5K +35 +1%
PFA
512
Paradigm Financial Advisors
Missouri
$458K
SEEDPG
513
S.E.E.D. Planning Group
New York
$442K -$130K -1,014 -22%
ED
514
Exane Derivatives
France
$438K -$2.32K -18 -0.5%
BP
515
BBR Partners
New York
$438K +$456K +3,540 New
NIM
516
NuWave Investment Management
New Jersey
$437K +$455K +3,536 New
RIM
517
Redpoint Investment Management
Australia
$436K
Fidelity International
518
Fidelity International
Bermuda
$435K -$25.2K -196 -5%
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$434K +$74K +575 +20%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$413K
MIP
521
Marietta Investment Partners
Wisconsin
$413K +$2.57K +20 +0.6%
PDN
522
Pensionfund DSM Netherlands
Netherlands
$408K +$425K +3,300 New
MSR
523
Main Street Research
Connecticut
$407K -$12.9K -100 -3%
EM
524
ELCO Management
New York
$406K
BS
525
Boenning & Scattergood
Pennsylvania
$405K

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.