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740 hedge funds and large institutions have $13.6B invested in Xylem in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 263 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $9.43M | Put options by funds: $4.78M

42% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 57

13% more capital invested

Capital invested by funds: $12B → $13.6B (+$1.52B)

2% more funds holding

Funds holding: 724740 (+16)

3% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 255

0.76% more ownership

Funds ownership: 85.44%86.2% (+0.76%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
12.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
81
Increased
263
Reduced
255
Closed
57
Calls
$9.43M
Puts
$4.78M
Net Calls
+$4.65M
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
526
Howard Capital Management Group
California
$288K -$33.9K -373 -10%
MSR
527
Main Street Research
Connecticut
$284K
PTC
528
Philadelphia Trust Company
Pennsylvania
$282K +$24.8K +273 +9%
CIBC World Market
529
CIBC World Market
Ontario, Canada
$281K +$1.73K +19 +0.6%
PFS
530
Prospera Financial Services
Texas
$278K -$88.3K -971 -23%
LSA
531
Leonteq Securities AG
Switzerland
$275K -$197K -2,163 -41%
FTDI
532
First Trust Direct Indexing
Massachusetts
$274K -$44.6K -491 -14%
KWM
533
Kingsview Wealth Management
Oregon
$273K -$11.2K -123 -4%
HCM
534
Howland Capital Management
Massachusetts
$273K +$545 +6 +0.2%
SW
535
SteelPeak Wealth
California
$272K
AAM
536
Aureus Asset Management
Massachusetts
$271K
QCG
537
Quadrant Capital Group
Ohio
$271K +$2.54K +28 +0.9%
NA
538
NewEdge Advisors
Louisiana
$271K +$282K +3,103 New
MCCP
539
Mission Creek Capital Partners
California
$270K
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$268K +$2.27K +25 +0.8%
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$267K +$4.36K +48 +2%
BS
542
Boenning & Scattergood
Pennsylvania
$266K
PA
543
Parallel Advisors
California
$266K +$33.4K +367 +14%
MCA
544
Magnolia Capital Advisors
Mississippi
$266K +$277K +3,050 New
SAM
545
Strategy Asset Managers
California
$265K +$276K +3,032 New
DSC
546
Duncker Streett & Co
Missouri
$262K
BFEC
547
Benjamin F. Edwards & Company
Missouri
$261K +$183K +2,009 +204%
SWP
548
Stratos Wealth Partners
Ohio
$256K +$5K +55 +2%
CHP
549
Cable Hill Partners
Oregon
$253K -$10.1K -111 -4%
Members Trust
550
Members Trust
Florida
$253K

XYL Hedge Fund Activity: Q3 2022 in Review

740 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2022, worth a combined $13.6B — up 13% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XYL positions and 57 closed out — a net gain of 24 holders — while 263 added to existing stakes and 255 trimmed.

The largest buyer was Amundi, adding an estimated $185M. The largest seller was Invesco, cutting an estimated $91.9M.

  • 740 institutional investors held Xylem (XYL) as of Q3 2022, up from 724 in Q2 2022.
  • Funds reported $13.6B of Xylem stock for Q3 2022, up 13% quarter-over-quarter.
  • 81 funds opened new Xylem positions in Q3 2022 and 57 closed out, a net change of +24 holders.
  • The largest Xylem buyer in Q3 2022 was Amundi, an estimated $185M added.
  • The largest Xylem seller in Q3 2022 was Invesco, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.