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740 hedge funds and large institutions have $13.6B invested in Xylem in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 263 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $9.43M | Put options by funds: $4.78M

42% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 57

13% more capital invested

Capital invested by funds: $12B → $13.6B (+$1.52B)

2% more funds holding

Funds holding: 724740 (+16)

3% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 255

0.76% more ownership

Funds ownership: 85.44%86.2% (+0.76%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
740
Holders Change
+16
Holders Change %
+2.21%
% of All Funds
12.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
81
Increased
263
Reduced
255
Closed
57
Calls
$9.43M
Puts
$4.78M
Net Calls
+$4.65M
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
576
Ashfield Capital Partners
California
$221K +$229K +2,525 New
GIA
577
Gateway Investment Advisers
Ohio
$220K -$40K -440 -15%
HIM
578
Hotaling Investment Management
Pennsylvania
$220K +$229K +2,519 New
UFG
579
United Fire Group
Iowa
$218K
GIA
580
Guyasuta Investment Advisors
Pennsylvania
$218K +$227K +2,500 New
DAM
581
Delta Asset Management
Tennessee
$217K -$10.5K -115 -4%
RP
582
Riverwater Partners
Wisconsin
$213K +$222K +2,443 New
EIP
583
Ellis Investment Partners
Pennsylvania
$210K +$727 +8 +0.3%
LIM
584
Leavell Investment Management
Alabama
$209K +$217K +2,393 New
EWA
585
Exencial Wealth Advisors
Oklahoma
$208K -$24.6K -271 -10%
WWP
586
WR Wealth Planners
Missouri
$205K +$15.1K +166 +8%
BWM
587
BlackDiamond Wealth Management
New York
$205K -$33.9K -373 -15%
HDIM
588
Hanson & Doremus Investment Management
Vermont
$205K +$47.8K +526 +29%
KPWS
589
Kestra Private Wealth Services
Texas
$205K +$213K +2,348 New
NFGCM
590
Norman Fields Gottscho Capital Management
New York
$204K +$212K +2,330 New
WFA
591
Wipfli Financial Advisors
Wisconsin
$203K +$211K +2,326 New
BAM
592
Beaumont Asset Management
Texas
$203K +$212K +2,333 New
MBT
593
Montecito Bank & Trust
California
$202K -$54.5K -600 -21%
AIP
594
Ameritas Investment Partners
Nebraska
$200K
NIM
595
NuWave Investment Management
New Jersey
$200K +$46.6K +513 +29%
National Bank of Canada
596
National Bank of Canada
Quebec, Canada
$194K -$18.2K -200 -8%
WI
597
Wahed Invest
New York
$179K +$12.7K +140 +7%
WTC
598
WhitTier Trust Company
Nevada
$170K +$6.73K +74 +4%
TPCW
599
TD Private Client Wealth
New York
$166K +$2.36K +26 +1%
SIM
600
Sentry Investment Management
Wisconsin
$155K +$44.5K +490 +38%

XYL Hedge Fund Activity: Q3 2022 in Review

740 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2022, worth a combined $13.6B — up 13% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XYL positions and 57 closed out — a net gain of 24 holders — while 263 added to existing stakes and 255 trimmed.

The largest buyer was Amundi, adding an estimated $185M. The largest seller was Invesco, cutting an estimated $91.9M.

  • 740 institutional investors held Xylem (XYL) as of Q3 2022, up from 724 in Q2 2022.
  • Funds reported $13.6B of Xylem stock for Q3 2022, up 13% quarter-over-quarter.
  • 81 funds opened new Xylem positions in Q3 2022 and 57 closed out, a net change of +24 holders.
  • The largest Xylem buyer in Q3 2022 was Amundi, an estimated $185M added.
  • The largest Xylem seller in Q3 2022 was Invesco, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2022.