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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
526
NBT Bank
New York
$443K +$17.3K +166 +4%
CFG
527
Carr Financial Group
Massachusetts
$434K
O
528
Ossiam
France
$431K -$1.5M -14,354 -78%
FMAEN1
529
Fund Management at Engine No 1
California
$425K +$216K +2,072 +104%
SS
530
Simplicity Solutions
Minnesota
$420K +$419K +4,009 New
BFG
531
Bleakley Financial Group
New Jersey
$419K -$30.2K -289 -7%
AIM
532
Aquila Investment Management
New York
$419K -$1.25M -12,000 -75%
AP
533
AtonRa Partners
Switzerland
$416K -$50.7K -485 -11%
JCM
534
Jacobi Capital Management
Pennsylvania
$415K +$418 +4 +0.1%
AF
535
Allworth Financial
California
$414K +$3.97K +38 +1%
SP
536
Symmetry Partners
Connecticut
$414K
IIM
537
InTrack Investment Management
Vermont
$412K +$425K +4,070 New
LWCFA
538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$409K
AIMCA
539
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$408K +$407K +3,900 New
VF
540
Virtu Financial
New York
$407K +$406K +3,884 New
SWP
541
Stratos Wealth Partners
Ohio
$406K +$104K +997 +35%
CF
542
Centaurus Financial
California
$406K
IAA
543
Independent Advisor Alliance
North Carolina
$404K +$403K +3,863 New
BPA
544
Beacon Pointe Advisors
California
$404K +$87.8K +841 +28%
CFB
545
Cullen/Frost Bankers
Texas
$402K -$179K -1,713 -31%
WG
546
Welch Group
Alabama
$398K
QCM
547
Qsemble Capital Management
New York
$398K +$397K +3,800 New
BSW
548
Buckingham Strategic Wealth
Missouri
$396K
TMAM
549
Tokio Marine Asset Management
Japan
$393K
LGF
550
LGT Group Foundation
Liechtenstein
$390K +$91.2K +873 +31%

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.