We are live on ! Find out more

827 hedge funds and large institutions have $18.3B invested in Xylem in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 258 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 258

6% more funds holding

Funds holding: 783827 (+44)

0.89% less ownership

Funds ownership: 86.05%85.15% (-0.89%)

4% less capital invested

Capital invested by funds: $19B → $18.3B (-$668M)

21% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $22.7M

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
827
Holders Change
+44
Holders Change %
+5.62%
% of All Funds
12.73%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
109
Increased
301
Reduced
258
Closed
56
Calls
$17.9M
Puts
$22.7M
Net Calls
-$4.74M
Net Calls Change
+$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
501
Lincoln Capital
Nebraska
$538K
BBVA
502
Banco Bilbao Vizcaya Argentaria
Spain
$538K +$12.2K +98 +2%
TA
503
TFG Advisers
Michigan
$538K +$45.2K +364 +9%
GWMI
504
Guardian Wealth Management (Illinois)
Illinois
$538K +$557K +4,490 New
RRA
505
Round Rock Advisors
Connecticut
$535K
IA
506
IndexIQ Advisors
New York
$532K +$81.8K +659 +17%
HSA
507
HBK Sorce Advisory
Pennsylvania
$525K
KWM
508
Kingsview Wealth Management
Oregon
$523K +$61.8K +498 +13%
YMRC
509
Yorktown Management & Research Company
Virginia
$522K
Macquarie Group
510
Macquarie Group
Australia
$520K -$5.37M -43,245 -91%
Wealthfront Advisers
511
Wealthfront Advisers
California
$516K -$1.03M -8,281 -66%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$504K +$429K +3,457 +461%
JCM
513
Jacobi Capital Management
Pennsylvania
$499K +$10.3K +83 +2%
AP
514
Advisor Partners
California
$499K +$26.1K +210 +5%
PFS
515
Prospera Financial Services
Texas
$498K -$25.3K -204 -5%
JSW
516
Journey Strategic Wealth
New Jersey
$498K +$516K +4,154 New
MME
517
Meag Munich Ergo
Germany
$495K
CI
518
Cigna Investments
Connecticut
$488K -$179K -1,440 -26%
HCMG
519
Howard Capital Management Group
California
$488K -$49.4K -398 -9%
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$484K
MCM
521
McRae Capital Management
New Jersey
$481K +$372 +3 +0.1%
CA
522
CoreCap Advisors
Michigan
$481K +$497K +4,008 New
MIM
523
Merrion Investment Management
New Jersey
$479K
DGAM
524
Desjardins Global Asset Management
Quebec, Canada
$478K +$495K +3,992 New
CFB
525
Cullen/Frost Bankers
Texas
$474K -$28.3K -228 -5%

XYL Hedge Fund Activity: Q4 2021 in Review

827 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2021, worth a combined $18.3B — down 3.5% from $19B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new XYL positions and 56 closed out — a net gain of 53 holders — while 301 added to existing stakes and 258 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Parnassus Investments, cutting an estimated $626M.

  • 827 institutional investors held Xylem (XYL) as of Q4 2021, up from 783 in Q3 2021.
  • Funds reported $18.3B of Xylem stock for Q4 2021, down 3.5% quarter-over-quarter.
  • 109 funds opened new Xylem positions in Q4 2021 and 56 closed out, a net change of +53 holders.
  • The largest Xylem buyer in Q4 2021 was Ameriprise, an estimated $189M added.
  • The largest Xylem seller in Q4 2021 was Parnassus Investments, an estimated $626M sold.

Based on aggregated 13F filings for Q4 2021.