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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NERM
601
New England Research & Management
Illinois
$272K
KS
602
Karpas Strategies
Connecticut
$271K +$418 +4 +0.2%
CHC
603
City Holding Co
West Virginia
$270K -$5.22K -50 -2%
MG
604
Meritage Group
California
$268K +$267K +2,558 New
DWP
605
Daymark Wealth Partners
Ohio
$268K +$27.6K +264 +12%
LF
606
Lantz Financial
Illinois
$266K -$14.7K -141 -5%
SFA
607
Seneca Financial Advisors
New York
$266K
GIA
608
Guyasuta Investment Advisors
Pennsylvania
$263K
VIA
609
Vident Investment Advisory
Georgia
$261K +$261K +2,496 New
DAM
610
Delta Asset Management
Tennessee
$260K -$522 -5 -0.2%
CAM
611
Cresset Asset Management
Illinois
$256K -$342K -3,272 -57%
KWM
612
Kingsview Wealth Management
Oregon
$255K -$73.2K -701 -22%
EIP
613
Ellis Investment Partners
Pennsylvania
$253K +$835 +8 +0.3%
LIM
614
Leavell Investment Management
Alabama
$251K
WI
615
Wahed Invest
New York
$246K +$6.16K +59 +3%
CCC
616
Chelsea Counsel Company
California
$246K
BWM
617
Blossom Wealth Management
California
$245K +$245K +2,342 New
FWM
618
FFT Wealth Management
Pennsylvania
$244K +$4.59K +44 +2%
NFGCM
619
Norman Fields Gottscho Capital Management
New York
$244K
AWM
620
Angeles Wealth Management
California
$243K -$51.2K -490 -17%
CC
621
Courier Capital
New York
$242K +$241K +2,311 New
AIP
622
Ameritas Investment Partners
Nebraska
$241K
HI
623
Horizon Investments
North Carolina
$240K -$80.7K -773 -25%
CCM
624
Coldstream Capital Management
Washington
$238K -$6.79K -65 -3%
QPBE
625
Quintet Private Bank (Europe)
Luxembourg
$237K +$237K +2,266 New

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.