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818 hedge funds and large institutions have $17.2B invested in Xylem in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 276 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 43

27% more capital invested

Capital invested by funds: $13.6B → $17.2B (+$3.61B)

11% more funds holding

Funds holding: 740818 (+78)

0.65% more ownership

Funds ownership: 86.2%86.85% (+0.65%)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 276

33% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $20.6M

Holders
818
Holders Change
+78
Holders Change %
+10.54%
% of All Funds
13.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
139
Increased
268
Reduced
276
Closed
43
Calls
$13.9M
Puts
$20.6M
Net Calls
-$6.76M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
601
United Bank (Virginia)
Virginia
$243K +$231K +2,200 New
ICG
602
InterOcean Capital Group
Tennessee
$242K +$230K +2,190 New
CI
603
Cigna Investments
Connecticut
$242K +$230K +2,191 New
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$241K -$36.1K -344 -14%
OSAM
605
O'Shaughnessy Asset Management
Connecticut
$238K +$226K +2,156 New
EWA
606
Exencial Wealth Advisors
Oklahoma
$236K -$25.1K -239 -10%
AIP
607
Ameritas Investment Partners
Nebraska
$233K
KPWS
608
Kestra Private Wealth Services
Texas
$232K -$26K -248 -11%
LAM
609
Lakewood Asset Management
Illinois
$232K +$220K +2,095 New
BWM
610
BlackDiamond Wealth Management
New York
$231K -$5.24K -50 -2%
TPWA
611
TRUE Private Wealth Advisors
Oregon
$230K +$218K +2,084 New
MA
612
MONECO Advisors
Connecticut
$230K +$218K +2,082 New
DCM
613
Donaldson Capital Management
Indiana
$228K +$217K +2,067 New
EH
614
Equitable Holdings
New York
$228K +$217K +2,066 New
SC
615
Searle & Co
Connecticut
$228K +$216K +2,058 New
RMDI
616
R.M. Davis Inc
Maine
$227K +$215K +2,050 New
AOWM
617
Alpha Omega Wealth Management
Virginia
$225K +$213K +2,031 New
ESCM
618
Echo Street Capital Management
New York
$223K +$212K +2,018 New
PA
619
Profund Advisors
Maryland
$222K +$210K +2,007 New
DILIC
620
Dai-ichi Life Insurance Company
Japan
$222K -$1.36M -13,000 -87%
PSC
621
Prentiss Smith & Co
Vermont
$221K +$210K +2,001 New
PAIM
622
Punch & Associates Investment Management
Minnesota
$221K +$210K +2,000 New
FMAEN1
623
Fund Management at Engine No 1
California
$220K +$208K +1,986 New
WTC
624
WhitTier Trust Company
Nevada
$217K +$1.89K +18 +0.9%
IG
625
ING Group
Netherlands
$215K +$204K +1,942 New

XYL Hedge Fund Activity: Q4 2022 in Review

818 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2022, worth a combined $17.2B — up 27% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new XYL positions and 43 closed out — a net gain of 96 holders — while 268 added to existing stakes and 276 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Janus Henderson Group, cutting an estimated $71.2M.

  • 818 institutional investors held Xylem (XYL) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $17.2B of Xylem stock for Q4 2022, up 27% quarter-over-quarter.
  • 139 funds opened new Xylem positions in Q4 2022 and 43 closed out, a net change of +96 holders.
  • The largest Xylem buyer in Q4 2022 was Morgan Stanley, an estimated $232M added.
  • The largest Xylem seller in Q4 2022 was Janus Henderson Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q4 2022.