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987 hedge funds and large institutions have $27.9B invested in Xylem in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 359 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $24.1M

159% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 49

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.51B)

7% more funds holding

Funds holding: 922987 (+65)

6% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 359

2.77% less ownership

Funds ownership: 92.14%89.37% (-2.8%)

Holders
987
Holders Change
+65
Holders Change %
+7.05%
% of All Funds
14.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
127
Increased
336
Reduced
359
Closed
49
Calls
$78.9M
Puts
$24.1M
Net Calls
+$54.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
551
Peoples Financial Services Corp
Pennsylvania
$631K -$84.7K -701 -13%
SIA
552
Sit Investment Associates
Minnesota
$629K +$463K +3,828 +368%
VI
553
Vestcor Inc
New Brunswick, Canada
$627K -$4.95K -41 -0.8%
HSA
554
HBK Sorce Advisory
Pennsylvania
$625K +$15.7K +130 +3%
DADC
555
D.A. Davidson & Co
Montana
$623K -$464K -3,838 -44%
WIM
556
Waycross Investment Management
Washington
$621K +$581K +4,808 New
OAM
557
Ostrum Asset Management
France
$621K -$12.8K -106 -2%
CSI
558
Cross Staff Investments
New York
$620K
CC
559
Cipher Capital
New York
$620K -$1.16M -9,564 -67%
MCM
560
MAI Capital Management
Ohio
$620K +$26.2K +217 +5%
AWM
561
Axxcess Wealth Management
California
$618K -$152K -1,259 -21%
CA
562
Cetera Advisors
Colorado
$616K +$335K +2,770 +139%
Lido Advisors
563
Lido Advisors
California
$607K +$86.5K +716 +18%
FWM
564
Forza Wealth Management
Florida
$606K
BB
565
Berkshire Bank
Massachusetts
$602K +$92.9K +769 +20%
WI
566
Wahed Invest
New York
$599K +$71.3K +590 +15%
SCM
567
Stevens Capital Management
Pennsylvania
$597K -$395K -3,270 -41%
IAN
568
Integrated Advisors Network
Texas
$597K +$4.71K +39 +0.9%
WG
569
Welch Group
Alabama
$595K
SAM
570
S.A. Mason
Michigan
$594K -$6.04K -50 -1%
Qube Research & Technologies (QRT)
571
Qube Research & Technologies (QRT)
United Kingdom
$587K +$316K +2,619 +136%
KF
572
KKM Financial
Illinois
$587K -$1.45M -12,018 -73%
SYBT
573
Stock Yards Bank & Trust
Kentucky
$586K -$35K -290 -6%
IAA
574
Independent Advisor Alliance
North Carolina
$585K
NB
575
NBT Bank
New York
$584K -$9.18K -76 -2%

XYL Hedge Fund Activity: Q1 2024 in Review

987 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2024, worth a combined $27.9B — up 9.9% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new XYL positions and 49 closed out — a net gain of 78 holders — while 336 added to existing stakes and 359 trimmed.

The largest buyer was Artisan Partners, adding an estimated $303M. The largest seller was Morgan Stanley, cutting an estimated $556M.

  • 987 institutional investors held Xylem (XYL) as of Q1 2024, up from 922 in Q4 2023.
  • Funds reported $27.9B of Xylem stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 127 funds opened new Xylem positions in Q1 2024 and 49 closed out, a net change of +78 holders.
  • The largest Xylem buyer in Q1 2024 was Artisan Partners, an estimated $303M added.
  • The largest Xylem seller in Q1 2024 was Morgan Stanley, an estimated $556M sold.

Based on aggregated 13F filings for Q1 2024.