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873 hedge funds and large institutions have $19.6B invested in Xylem in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 326 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $21.7M

4% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 314

0.21% less ownership

Funds ownership: 88.09%87.88% (-0.21%)

4% less funds holding

Funds holding: 908873 (-35)

18% less capital invested

Capital invested by funds: $23.9B → $19.6B (-$4.31B)

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
873
Holders Change
-35
Holders Change %
-3.85%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
73
Increased
326
Reduced
314
Closed
96
Calls
$45.4M
Puts
$21.7M
Net Calls
+$23.6M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$317K -$75.5K -732 -17%
MCM
602
McRae Capital Management
New Jersey
$316K +$516 +5 +0.1%
FMAEN1
603
Fund Management at Engine No 1
California
$314K -$159K -1,541 -31%
ICG
604
InterOcean Capital Group
Tennessee
$305K -$3.09K -30 -0.9%
BTW
605
Boston Trust Walden
Massachusetts
$301K
CFG
606
Carr Financial Group
Massachusetts
$301K
HI
607
Horizon Investments
North Carolina
$301K +$82.8K +803 +32%
SAM
608
Strategy Asset Managers
California
$298K +$59K +572 +21%
MSR
609
Main Street Research
Connecticut
$296K
ACP
610
Aveo Capital Partners
Colorado
$296K
PTC
611
Philadelphia Trust Company
Pennsylvania
$294K
CCM
612
Cullen Capital Management
New York
$294K +$333K +3,226 New
Lido Advisors
613
Lido Advisors
California
$291K +$21.2K +206 +7%
DWA
614
Douglass Winthrop Advisors
New York
$290K
QCG
615
Quadrant Capital Group
Ohio
$288K -$7.63K -74 -2%
SAM
616
Sompo Asset Management
Japan
$288K +$79.4K +770 +32%
MWM
617
Moran Wealth Management
Florida
$286K -$29.5K -286 -8%
CHP
618
Cable Hill Partners
Oregon
$284K +$26.5K +257 +9%
HCM
619
Howland Capital Management
Massachusetts
$284K
SWP
620
Stratos Wealth Partners
Ohio
$282K -$134K -1,303 -30%
AAM
621
Aureus Asset Management
Massachusetts
$282K
HCMG
622
Howard Capital Management Group
California
$281K +$20.8K +202 +7%
SIA
623
Schechter Investment Advisors
Michigan
$278K -$11K -107 -3%
WJWM
624
Williams Jones Wealth Management
New York
$276K -$16.5M -159,726 -98%
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
$273K -$2.06K -20 -0.7%

XYL Hedge Fund Activity: Q3 2023 in Review

873 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2023, worth a combined $19.6B — down 18% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of XYL and 73 opened new positions — a net loss of 23 holders — while 314 trimmed existing stakes and 326 added.

The largest buyer was UBS AM, adding an estimated $125M. The largest seller was AllianceBernstein, cutting an estimated $190M.

  • 873 institutional investors held Xylem (XYL) as of Q3 2023, down from 908 in Q2 2023.
  • Funds reported $19.6B of Xylem stock for Q3 2023, down 18% quarter-over-quarter.
  • 73 funds opened new Xylem positions in Q3 2023 and 96 closed out, a net change of -23 holders.
  • The largest Xylem buyer in Q3 2023 was UBS AM, an estimated $125M added.
  • The largest Xylem seller in Q3 2023 was AllianceBernstein, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2023.