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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
BIP
576
Blueprint Investment Partners
North Carolina
$455K +$211K +1,998 +98%
JCM
577
Jacobi Capital Management
Pennsylvania
$453K +$6.03K +57 +1%
UH
578
Unigestion Holding
Switzerland
$450K -$418K -3,949 -49%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$447K +$6.77K +64 +2%
AIMCA
580
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$439K
CF
581
Centaurus Financial
California
$436K
KC
582
Kepos Capital
New York
$434K +$407K +3,852 New
WG
583
Welch Group
Alabama
$428K
PCM
584
Penserra Capital Management
California
$422K +$383K +3,623 +2,664%
BB
585
Berkshire Bank
Massachusetts
$419K +$116K +1,094 +42%
JCM
586
Jag Capital Management
Missouri
$414K +$388K +3,672 New
USB
587
Union Savings Bank
Connecticut
$411K +$385K +3,644 New
CIS
588
Continental Investors Services
Washington
$410K +$385K +3,636 New
ONB
589
Old National Bancorp
Indiana
$409K +$384K +3,635 New
FPCG
590
Fort Pitt Capital Group
Pennsylvania
$407K -$3.07K -29 -0.8%
PWMAG
591
Pinnacle Wealth Management Advisory Group
New Jersey
$406K +$382K +3,608 New
BPA
592
Beacon Pointe Advisors
California
$395K -$37.5K -355 -9%
MIM
593
Merrion Investment Management
New Jersey
$394K
HWA
594
Heartwood Wealth Advisors
Virginia
$392K +$368K +3,483 New
MCM
595
McRae Capital Management
New Jersey
$390K +$423 +4 +0.1%
MIP
596
Marietta Investment Partners
Wisconsin
$388K
DC
597
DeDora Capital
California
$388K +$34.8K +329 +11%
FP
598
Foundry Partners
Minnesota
$387K
MWM
599
Moran Wealth Management
Florida
$386K +$362K +3,427 New
GPA
600
Garrison Point Advisors
California
$386K +$362K +3,425 New

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.