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1,016 hedge funds and large institutions have $29.3B invested in Xylem in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 420 increasing their positions, 324 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $95.1M | Put options by funds: $30.5M

30% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 324

0.34% less ownership

Funds ownership: 89.72%89.38% (-0.34%)

1% less capital invested

Capital invested by funds: $29.5B → $29.3B (-$215M)

8% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 80

2% less funds holding

Funds holding: 1,0331,016 (-17)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,016
Holders Change
-17
Holders Change %
-1.65%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
74
Increased
420
Reduced
324
Closed
80
Calls
$95.1M
Puts
$30.5M
Net Calls
+$64.6M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SEEDPG
576
S.E.E.D. Planning Group
New York
$657K -$643K -4,807 -50%
NWMG
577
Nicholson Wealth Management Group
South Carolina
$656K +$650K +4,855 New
VI
578
Vestcor Inc
New Brunswick, Canada
$655K
CSI
579
Cross Staff Investments
New York
$648K
CCA
580
Conestoga Capital Advisors
Pennsylvania
$645K -$15.4K -115 -2%
IAN
581
Integrated Advisors Network
Texas
$645K -$27.4K -205 -4%
HSA
582
HBK Sorce Advisory
Pennsylvania
$638K +$401 +3 +0.1%
GC
583
Guggenheim Capital
Illinois
$636K +$104K +777 +20%
MCM
584
MAI Capital Management
Ohio
$635K -$11.9K -89 -2%
IAA
585
Independent Advisor Alliance
North Carolina
$625K -$2.01K -15 -0.3%
SAM
586
S.A. Mason
Michigan
$621K
PFSC
587
Peoples Financial Services Corp
Pennsylvania
$620K -$1.2K -9 -0.2%
FWM
588
Forza Wealth Management
Florida
$619K -$13.4K -100 -2%
MM
589
MQS Management
New York
$617K +$611K +4,566 New
TA
590
TFG Advisers
Michigan
$615K +$937 +7 +0.2%
JSW
591
Journey Strategic Wealth
New Jersey
$611K +$11.4K +85 +2%
RRA
592
Round Rock Advisors
Connecticut
$611K +$1.2K +9 +0.2%
TIM
593
Thompson Investment Management
Wisconsin
$608K
LC
594
Lincoln Capital
Nebraska
$606K
BB
595
Berkshire Bank
Massachusetts
$599K -$401 -3 -0.1%
RBC
596
Romano Brothers & Co
Illinois
$598K
AWM
597
Axxcess Wealth Management
California
$597K -$11.9K -89 -2%
KF
598
KKM Financial
Illinois
$585K
SYBT
599
Stock Yards Bank & Trust
Kentucky
$585K -$13.4K -100 -2%
NB
600
NBT Bank
New York
$585K -$9.37K -70 -2%

XYL Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2024, worth a combined $29.3B — down 0.73% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of XYL and 74 opened new positions — a net loss of 6 holders — while 324 trimmed existing stakes and 420 added.

The largest buyer was Amundi, adding an estimated $129M. The largest seller was Citadel Advisors, cutting an estimated $130M.

  • 1,016 institutional investors held Xylem (XYL) as of Q3 2024, down from 1,033 in Q2 2024.
  • Funds reported $29.3B of Xylem stock for Q3 2024, down 0.73% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2024 and 80 closed out, a net change of -6 holders.
  • The largest Xylem buyer in Q3 2024 was Amundi, an estimated $129M added.
  • The largest Xylem seller in Q3 2024 was Citadel Advisors, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.