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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
WI
601
Wahed Invest
New York
$384K +$112K +1,060 +45%
VanEck Associates
602
VanEck Associates
New York
$382K -$520K -4,920 -59%
ICG
603
InterOcean Capital Group
Tennessee
$381K +$130K +1,227 +57%
V
604
Veritable
Delaware
$377K -$317 -3 -0.1%
FBT
605
First Bankers Trust
Kentucky
$376K -$31.7K -300 -8%
BTW
606
Boston Trust Walden
Massachusetts
$373K
RFC
607
Regions Financial Corp
Alabama
$373K +$9.41K +89 +3%
MSR
608
Main Street Research
Connecticut
$366K -$18.5K -175 -5%
ACP
609
Aveo Capital Partners
Colorado
$366K +$344K +3,249 New
QCG
610
Quadrant Capital Group
Ohio
$364K +$6.98K +66 +2%
PTC
611
Philadelphia Trust Company
Pennsylvania
$364K
DWA
612
Douglass Winthrop Advisors
New York
$359K
Group One Trading
613
Group One Trading
Illinois
$358K +$336K +3,181 New
KWM
614
Kingsview Wealth Management
Oregon
$358K +$79K +747 +31%
SIA
615
Schechter Investment Advisors
Michigan
$356K +$334K +3,158 New
HCM
616
Howland Capital Management
Massachusetts
$351K
BWP
617
BSW Wealth Partners
Colorado
$350K -$525K -4,969 -61%
CFG
618
Carr Financial Group
Massachusetts
$350K -$110K -1,039 -25%
WIM
619
WealthPlan Investment Management
Nebraska
$349K -$52.9K -500 -14%
AAM
620
Aureus Asset Management
Massachusetts
$349K
EFSCE
621
Enterprise Financial Services Corp (EFSC)
Missouri
$340K
Lido Advisors
622
Lido Advisors
California
$337K -$337K -3,188 -52%
SWM
623
SeaCrest Wealth Management
New York
$335K +$17.2K +163 +6%
ATPW
624
Ashton Thomas Private Wealth
Arizona
$333K +$313K +2,959 New
DSC
625
Duncker Streett & Co
Missouri
$331K +$5.5K +52 +2%

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.