904 hedge funds and large institutions have $23.8B invested in Xylem in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 438 increasing their positions, 197 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+71
Holders Change %
+8.52%
% 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
438
Reduced
197
Closed
61
Calls
$30.8M
Puts
$51.9M
Net Calls
-$21.1M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
526
First Trust Direct Indexing
Massachusetts
$564K +$232K +2,059 +70%
CSI
527
Cross Staff Investments
New York
$563K +$563K +5,000 New
DWM
528
Dakota Wealth Management
Florida
$561K +$84K +746 +18%
CIM
529
Contravisory Investment Management
Massachusetts
$560K +$560K +4,974 New
HH
530
Hilltop Holdings
Texas
$557K -$676 -6 -0.1%
CG
531
Caprock Group
Idaho
$555K +$8.56K +76 +2%
CAAS
532
Capital Asset Advisory Services
Michigan
$552K -$5.69K -52 -1%
PFS
533
Prospera Financial Services
Texas
$550K +$23K +204 +4%
WPW
534
Waldron Private Wealth
Pennsylvania
$550K +$245K +2,177 +80%
FWM
535
Forza Wealth Management
Florida
$548K
BTWM
536
Baker Tilly Wealth Management
Wisconsin
$547K -$24.3K -216 -4%
SYBT
537
Stock Yards Bank & Trust
Kentucky
$547K +$3.72K +33 +0.7%
FMAEN1
538
Fund Management at Engine No 1
California
$547K +$102K +928 +23%
MCM
539
MAI Capital Management
Ohio
$539K -$35.9K -319 -6%
IAA
540
Independent Advisor Alliance
North Carolina
$537K +$102K +906 +23%
HDIM
541
Hanson & Doremus Investment Management
Vermont
$537K +$60.3K +535 +13%
S
542
SignatureFD
Georgia
$529K +$15.4K +137 +3%
TMAM
543
Tokio Marine Asset Management
Japan
$528K +$105K +936 +25%
RJT
544
Raymond James Trust
Florida
$522K +$522K +4,635 New
ESCM
545
Echo Street Capital Management
New York
$521K +$203K +1,802 +64%
JIC
546
Johnson Investment Counsel
Ohio
$521K -$10.9K -97 -2%
HSA
547
HBK Sorce Advisory
Pennsylvania
$519K +$27.9K +248 +6%
FAM
548
Fred Alger Management
New York
$518K -$131K -1,165 -20%
BSW
549
Buckingham Strategic Wealth
Missouri
$514K +$110K +980 +27%
NA
550
NewEdge Advisors
Louisiana
$508K -$52K -462 -9%