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908 hedge funds and large institutions have $23.9B invested in Xylem in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 441 increasing their positions, 198 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 61

123% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 198

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $18B → $23.9B (+$5.93B)

8% more funds holding

Funds holding: 837908 (+71)

6.65% less ownership

Funds ownership: 94.74%88.09% (-6.7%)

41% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $51.9M

Holders
908
Holders Change
+71
Holders Change %
+8.48%
% of All Funds
14.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
136
Increased
441
Reduced
198
Closed
61
Calls
$30.8M
Puts
$51.9M
Net Calls
-$21.1M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
501
Goelzer Investment Management
Indiana
$695K -$43.3K -409 -6%
TIM
502
Thompson Investment Management
Wisconsin
$692K +$650K +6,144 New
EAM
503
Empirical Asset Management
Massachusetts
$691K +$649K +6,138 New
PFSC
504
Peoples Financial Services Corp
Pennsylvania
$676K
NIM
505
NXG Investment Management
Texas
$676K -$275K -2,600 -30%
VIA
506
Vident Investment Advisory
Georgia
$674K +$369K +3,487 +140%
TIMH
507
Tilt Investment Management Holdings
New York
$657K
DFCM
508
Dark Forest Capital Management
Puerto Rico
$650K +$500K +4,730 +456%
GCM
509
Graham Capital Management
Connecticut
$644K +$604K +5,715 New
OTL
510
Oak Thistle LLC
New York
$643K +$604K +5,712 New
EF
511
Empirical Finance
Pennsylvania
$641K +$75.2K +711 +14%
EM
512
ELCO Management
New York
$638K +$100K +950 +20%
ECM
513
Evergreen Capital Management
Washington
$628K +$28.9K +273 +5%
VI
514
Vestcor Inc
New Brunswick, Canada
$622K +$132K +1,250 +29%
PFPT
515
Pinnacle Financial Partners (Tennessee)
Tennessee
$617K -$2.33K -22 -0.4%
TWM
516
Thrive Wealth Management
Pennsylvania
$610K -$18.1K -171 -3%
MC
517
Martin Currie
United Kingdom
$606K +$569K +5,380 New
BC
518
Burney Company
Virginia
$603K
GC
519
Guggenheim Capital
Illinois
$598K -$48.4K -458 -8%
IAN
520
Integrated Advisors Network
Texas
$598K +$15.5K +147 +3%
IIM
521
InTrack Investment Management
Vermont
$594K +$127K +1,200 +29%
IC
522
IEQ Capital
California
$587K -$88.7K -839 -14%
DADC
523
D.A. Davidson & Co
Montana
$586K +$192K +1,820 +54%
CL
524
CSS LLC
Illinois
$586K +$550K +5,200 New
TA
525
TFG Advisers
Michigan
$577K -$6.87K -65 -1%

XYL Hedge Fund Activity: Q2 2023 in Review

908 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2023, worth a combined $23.9B — up 33% from $18B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XYL positions and 61 closed out — a net gain of 75 holders — while 441 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $708M. The largest seller was OFI Invest Asset Management, cutting an estimated $221M.

  • 908 institutional investors held Xylem (XYL) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $23.9B of Xylem stock for Q2 2023, up 33% quarter-over-quarter.
  • 136 funds opened new Xylem positions in Q2 2023 and 61 closed out, a net change of +75 holders.
  • The largest Xylem buyer in Q2 2023 was Vanguard Group, an estimated $708M added.
  • The largest Xylem seller in Q2 2023 was OFI Invest Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2023.