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759 hedge funds and large institutions have $13.6B invested in Xylem in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 315 increasing their positions, 252 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.4M

25% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 252

3.54% more ownership

Funds ownership: 85.15%88.69% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 827759 (-68)

26% less capital invested

Capital invested by funds: $18.3B → $13.6B (-$4.74B)

50% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 118

Holders
759
Holders Change
-68
Holders Change %
-8.22%
% of All Funds
11.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
59
Increased
315
Reduced
252
Closed
118
Calls
$16.6M
Puts
$12.4M
Net Calls
+$4.14M
Net Calls Change
+$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
501
Yorktown Management & Research Company
Virginia
$371K
Cerity Partners
502
Cerity Partners
New York
$361K +$55.5K +579 +16%
JSW
503
Journey Strategic Wealth
New Jersey
$359K +$5.27K +55 +1%
DTL
504
Dynamic Technology Lab
Singapore
$354K -$843K -8,803 -68%
BL
505
Balentine LLC
Georgia
$354K +$398K +4,152 New
PFS
506
Prospera Financial Services
Texas
$353K -$1.25K -13 -0.3%
CWM
507
Circle Wealth Management
New Jersey
$353K
MCM
508
McRae Capital Management
New Jersey
$342K +$479 +5 +0.1%
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K -$3.45K -36 -0.9%
MIM
510
Merrion Investment Management
New Jersey
$341K
PP
511
Prudential plc
United Kingdom
$333K +$374K +3,903 New
AWS
512
Atria Wealth Solutions
New York
$333K +$375K +3,911 New
HCMG
513
Howard Capital Management Group
California
$330K -$19.1K -199 -5%
CF
514
Centaurus Financial
California
$330K
MCCP
515
Mission Creek Capital Partners
California
$330K
BPCE
516
Bank Pictet & Cie (Europe)
Germany
$328K -$215K -2,249 -37%
AF
517
Allworth Financial
California
$326K +$43.8K +457 +14%
DGAM
518
Desjardins Global Asset Management
Quebec, Canada
$325K -$16.3K -170 -4%
WG
519
Welch Group
Alabama
$324K
FTDI
520
First Trust Direct Indexing
Massachusetts
$324K +$49.6K +518 +16%
XT
521
XTX Topco
Cayman Islands
$320K +$360K +3,759 New
MBT
522
Montecito Bank & Trust
California
$315K -$1.24M -12,932 -78%
WP
523
WealthPLAN Partners
Nebraska
$309K
WIM
524
WealthPlan Investment Management
Nebraska
$309K +$368K +3,838 New
TCM
525
Telos Capital Management
California
$307K +$47K +491 +16%

XYL Hedge Fund Activity: Q1 2022 in Review

759 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2022, worth a combined $13.6B — down 26% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of XYL and 59 opened new positions — a net loss of 59 holders — while 252 trimmed existing stakes and 315 added.

The largest buyer was First Trust Advisors, adding an estimated $226M. The largest seller was Impax Asset Management Group, cutting an estimated $258M.

  • 759 institutional investors held Xylem (XYL) as of Q1 2022, down from 827 in Q4 2021.
  • Funds reported $13.6B of Xylem stock for Q1 2022, down 26% quarter-over-quarter.
  • 59 funds opened new Xylem positions in Q1 2022 and 118 closed out, a net change of -59 holders.
  • The largest Xylem buyer in Q1 2022 was First Trust Advisors, an estimated $226M added.
  • The largest Xylem seller in Q1 2022 was Impax Asset Management Group, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.