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1,001 hedge funds and large institutions have $26.9B invested in Xylem in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 373 increasing their positions, 374 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $8.95M

2.83% more ownership

Funds ownership: 89.38%92.21% (+2.8%)

3% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 111

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 374

1% less funds holding

Funds holding: 1,0161,001 (-15)

8% less capital invested

Capital invested by funds: $29.3B → $26.9B (-$2.42B)

Holders
1,001
Holders Change
-15
Holders Change %
-1.48%
% of All Funds
13.18%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
114
Increased
373
Reduced
374
Closed
111
Calls
$95.2M
Puts
$8.95M
Net Calls
+$86.2M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
601
Evelyn Partners Investment Management
$474K +$516K +4,085 New
ALA
602
Atlas Legacy Advisors
California
$473K +$515K +4,074 New
RT
603
Rockland Trust
Massachusetts
$472K +$176K +1,393 +52%
MCC
604
Malaga Cove Capital
California
$469K +$185K +1,462 +57%
FIA
605
Foundations Investment Advisors
Arizona
$469K -$2.78K -22 -0.5%
NA
606
NewEdge Advisors
Louisiana
$466K +$14.2K +112 +3%
TCM
607
Telos Capital Management
California
$465K +$1.39K +11 +0.3%
CF
608
Centaurus Financial
California
$464K
EC
609
EntryPoint Capital
New York
$463K +$504K +3,987 New
PCA
610
Pallas Capital Advisors
Massachusetts
$458K -$8.09K -64 -2%
GC
611
Guggenheim Capital
Illinois
$456K -$99.1K -784 -17%
CL
612
Choreo LLC
Illinois
$448K -$399K -3,159 -45%
VI
613
Vestcor Inc
New Brunswick, Canada
$444K -$129K -1,021 -21%
LI
614
LRI Investments
Florida
$443K +$17.8K +141 +4%
STA
615
Smith Thornton Advisors
Alabama
$436K +$102K +808 +27%
HCMG
616
Howard Capital Management Group
California
$434K +$126 +1 +0%
CFG
617
Citizens Financial Group
Rhode Island
$432K +$136K +1,075 +41%
ATPW
618
Ashton Thomas Private Wealth
Arizona
$432K +$111K +878 +31%
RWP
619
RWA Wealth Partners
Massachusetts
$425K +$126 +1 +0%
CFG
620
Carr Financial Group
Massachusetts
$423K +$1.01K +8 +0.2%
Jones Financial Companies
621
Jones Financial Companies
Missouri
$420K +$40.5K +320 +10%
MSA
622
MUFG Securities Americas
New York
$416K +$453K +3,587 New
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$415K
MCM
624
McRae Capital Management
New Jersey
$415K +$12.6K +100 +3%
JCM
625
Jacobi Capital Management
Pennsylvania
$410K -$34.1K -270 -7%

XYL Hedge Fund Activity: Q4 2024 in Review

1,001 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2024, worth a combined $26.9B — down 8.3% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new XYL positions and 111 closed out — a net gain of 3 holders — while 373 added to existing stakes and 374 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $491M. The largest seller was DZ Bank, cutting an estimated $142M.

  • 1,001 institutional investors held Xylem (XYL) as of Q4 2024, down from 1,016 in Q3 2024.
  • Funds reported $26.9B of Xylem stock for Q4 2024, down 8.3% quarter-over-quarter.
  • 114 funds opened new Xylem positions in Q4 2024 and 111 closed out, a net change of +3 holders.
  • The largest Xylem buyer in Q4 2024 was Impax Asset Management Group, an estimated $491M added.
  • The largest Xylem seller in Q4 2024 was DZ Bank, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2024.