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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
FAM
551
Fred Alger Management
New York
$518K -$123K -1,165 -20%
BSW
552
Buckingham Strategic Wealth
Missouri
$514K +$104K +980 +27%
NA
553
NewEdge Advisors
Louisiana
$508K -$48.9K -462 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
554
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$507K +$476K +4,504 New
RBC
555
Romano Brothers & Co
Illinois
$507K +$7.93K +75 +2%
LC
556
Lincoln Capital
Nebraska
$505K
RRA
557
Round Rock Advisors
Connecticut
$504K +$1.06K +10 +0.2%
JSW
558
Journey Strategic Wealth
New Jersey
$503K -$20.3K -192 -4%
MM
559
MQS Management
New York
$500K +$168K +1,591 +56%
SWP
560
Stratos Wealth Partners
Ohio
$496K +$55.2K +522 +13%
TCM
561
Telos Capital Management
California
$495K -$4.87K -46 -1%
TCM
562
Teza Capital Management
Illinois
$494K -$338K -3,197 -42%
BC
563
Barrett & Company
Rhode Island
$494K +$740 +7 +0.2%
SAM
564
S.A. Mason
Michigan
$492K
AG
565
AIA Group
Hong Kong
$491K +$461K +4,359 New
AWS
566
Atria Wealth Solutions
New York
$485K -$28.4K -269 -6%
AP
567
AtonRa Partners
Switzerland
$484K +$34.5K +326 +8%
CCA
568
Conestoga Capital Advisors
Pennsylvania
$482K -$47.4K -448 -9%
CTC
569
Central Trust Company
Missouri
$479K -$1.27K -12 -0.3%
NB
570
NBT Bank
New York
$476K -$317 -3 -0.1%
AU
571
Algebris (UK)
United Kingdom
$476K +$449K +4,242 New
GRP
572
Global Retirement Partners
California
$474K +$221K +2,090 +99%
PGAM
573
Princeton Global Asset Management
New Jersey
$470K -$180K -1,699 -29%
PAM
574
Private Asset Management
California
$458K -$72.5K -686 -14%
TRCT
575
Tower Research Capital (TRC)
New York
$455K -$34.6K -327 -7%

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.