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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
LSA
526
Leonteq Securities AG
Switzerland
$571K +$438K +4,139 +444%
BFG
527
Bleakley Financial Group
New Jersey
$570K +$112K +1,060 +26%
SS
528
Simplicity Solutions
Minnesota
$570K +$111K +1,050 +26%
FTDI
529
First Trust Direct Indexing
Massachusetts
$564K +$218K +2,059 +70%
CSI
530
Cross Staff Investments
New York
$563K +$529K +5,000 New
DWM
531
Dakota Wealth Management
Florida
$561K +$78.9K +746 +18%
CIM
532
Contravisory Investment Management
Massachusetts
$560K +$526K +4,974 New
HH
533
Hilltop Holdings
Texas
$557K -$635 -6 -0.1%
CG
534
Caprock Group
Idaho
$555K +$8.04K +76 +2%
CAAS
535
Capital Asset Advisory Services
Michigan
$552K -$5.5K -52 -1%
PFS
536
Prospera Financial Services
Texas
$550K +$21.6K +204 +4%
WPW
537
Waldron Private Wealth
Pennsylvania
$550K +$230K +2,177 +80%
FWM
538
Forza Wealth Management
Florida
$548K
BTWM
539
Baker Tilly Wealth Management
Wisconsin
$547K -$22.8K -216 -4%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$547K +$3.49K +33 +0.7%
FMAEN1
541
Fund Management at Engine No 1
California
$547K +$98.1K +928 +23%
MCM
542
MAI Capital Management
Ohio
$539K -$33.7K -319 -6%
IAA
543
Independent Advisor Alliance
North Carolina
$537K +$95.8K +906 +23%
HDIM
544
Hanson & Doremus Investment Management
Vermont
$537K +$56.6K +535 +13%
S
545
SignatureFD
Georgia
$529K +$14.5K +137 +3%
TMAM
546
Tokio Marine Asset Management
Japan
$528K +$99K +936 +25%
RJT
547
Raymond James Trust
Florida
$522K +$490K +4,635 New
ESCM
548
Echo Street Capital Management
New York
$521K +$191K +1,802 +64%
JIC
549
Johnson Investment Counsel
Ohio
$521K -$10.3K -97 -2%
HSA
550
HBK Sorce Advisory
Pennsylvania
$519K +$26.2K +248 +6%

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.