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748 hedge funds and large institutions have $16.2B invested in Xylem in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 294 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $9.65M

27% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 231

2% more funds holding

Funds holding: 732748 (+16)

0% less capital invested

Capital invested by funds: $16.3B → $16.2B (-$21.8M)

0.89% less ownership

Funds ownership: 86.64%85.75% (-0.89%)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
13.13%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
78
Increased
294
Reduced
231
Closed
55
Calls
$13.1M
Puts
$9.65M
Net Calls
+$3.48M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Cascade Investment Advisors
Oregon
$94.7K
Walleye Trading
627
Walleye Trading
New York
$93K -$657K -6,479 -88%
NC
628
NewSquare Capital
Pennsylvania
$88K
TFM
629
TFC Financial Management
Massachusetts
$87K
CT
630
Caldwell Trust
Florida
$84.1K
SN
631
Sittner & Nelson
Oregon
$84K
CBT
632
CoreFirst Bank & Trust
Kansas
$82K
GRP
633
Global Retirement Partners
California
$82K +$29.8K +294 +61%
COCM
634
Charter Oak Capital Management
New Hampshire
$81K
MA
635
MCF Advisors
Kentucky
$79K
HWA
636
Heritage Wealth Advisors
Virginia
$74.9K
SWM
637
Selective Wealth Management
Virginia
$74K
AssetMark Inc
638
AssetMark Inc
California
$72K -$3.65K -36 -5%
GWS
639
Glassman Wealth Services
Virginia
$64K -$6.49K -64 -9%
T
640
TOBAM
France
$64K
PWMG
641
Prestige Wealth Management Group
New Jersey
$63K
MAM
642
Meeder Asset Management
Ohio
$62K +$4.87K +48 +9%
SIC
643
Salem Investment Counselors
North Carolina
$61K
WP
644
WealthShield Partners
North Carolina
$60K +$58.3K +575 New
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$56K +$13.6K +134 +34%
FP
646
Fiduciary Planning
Florida
$55K
KTC
647
Kistler-Tiffany Companies
Pennsylvania
$53K
LWM
648
Liberty Wealth Management
California
$53K
BWA
649
BDO Wealth Advisors
Florida
$53K +$101 +1 +0.2%
NIM
650
NuWave Investment Management
New Jersey
$51K +$49.5K +488 New

XYL Hedge Fund Activity: Q1 2021 in Review

748 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2021, worth a combined $16.2B — down 0.13% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XYL positions and 55 closed out — a net gain of 23 holders — while 294 added to existing stakes and 231 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $91.3M. The largest seller was TCW Group, cutting an estimated $104M.

  • 748 institutional investors held Xylem (XYL) as of Q1 2021, up from 732 in Q4 2020.
  • Funds reported $16.2B of Xylem stock for Q1 2021, down 0.13% quarter-over-quarter.
  • 78 funds opened new Xylem positions in Q1 2021 and 55 closed out, a net change of +23 holders.
  • The largest Xylem buyer in Q1 2021 was Aristotle Capital Management, an estimated $91.3M added.
  • The largest Xylem seller in Q1 2021 was TCW Group, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.