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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
FPCG
551
Fort Pitt Capital Group
Pennsylvania
$382K -$13.3K -127 -3%
FBT
552
First Bankers Trust
Kentucky
$381K -$157K -1,500 -29%
WIM
553
WealthPlan Investment Management
Nebraska
$377K -$20.2K -193 -5%
MIM
554
Merrion Investment Management
New Jersey
$366K
MCM
555
McRae Capital Management
New Jersey
$362K +$522 +5 +0.1%
MIP
556
Marietta Investment Partners
Wisconsin
$361K +$20.7K +198 +6%
FP
557
Foundry Partners
Minnesota
$360K -$5.54K -53 -2%
B
558
Bailard
California
$359K +$359K +3,433 New
MSR
559
Main Street Research
Connecticut
$359K +$18.3K +175 +5%
SPA
560
Sherbrooke Park Advisers
New York
$356K -$261K -2,500 -42%
DADC
561
D.A. Davidson & Co
Montana
$353K -$78.4K -751 -18%
V
562
Veritable
Delaware
$351K -$1.04K -10 -0.3%
BTW
563
Boston Trust Walden
Massachusetts
$347K
HCMG
564
Howard Capital Management Group
California
$346K +$104 +1 +0%
PTC
565
Philadelphia Trust Company
Pennsylvania
$338K
RFC
566
Regions Financial Corp
Alabama
$338K +$21.7K +208 +7%
DWA
567
Douglass Winthrop Advisors
New York
$334K -$522 -5 -0.2%
QCG
568
Quadrant Capital Group
Ohio
$332K +$7.21K +69 +2%
HCM
569
Howland Capital Management
Massachusetts
$327K
DC
570
DeDora Capital
California
$326K +$41.4K +396 +15%
AAM
571
Aureus Asset Management
Massachusetts
$325K
MCA
572
Magnolia Capital Advisors
Mississippi
$319K
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$316K
MCCP
574
Mission Creek Capital Partners
California
$311K -$4.49K -43 -1%
Balyasny Asset Management
575
Balyasny Asset Management
Illinois
$311K +$310K +2,971 New

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.