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Xylem
XYL

818 hedge funds and large institutions have $17.2B invested in Xylem in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 276 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 43

27% more capital invested

Capital invested by funds: $13.6B → $17.2B (+$3.61B)

11% more funds holding

Funds holding: 740 → 818 (+78)

0.65% more ownership

Funds ownership: 86.2% → 86.85% (+0.65%)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 276

33% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $20.6M

Holders
818
Holders Change
+78
Holders Change %
+10.54%
% of All Funds
13.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
139
Increased
268
Reduced
276
Closed
43
Calls
$13.9M
Puts
$20.6M
Net Calls
-$6.76M
Net Calls Change
-$11.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$232M
2
BlackRock
BlackRock
New York
+$160M
3
BL
BFSG LLC
California
+$45M
4
Millennium Management
Millennium Management
New York
+$39.9M
5
Invesco
Invesco
Georgia
+$26.3M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$71.2M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$65.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$42.6M
4
Man Group
Man Group
United Kingdom
-$30.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
626
Threadgill Financial
Texas
$214K +$203K +1,938 New
MIM
627
Moseley Investment Management
Florida
$213K +$202K +1,925 New
WWP
628
WR Wealth Planners
Missouri
$212K -$45.4K -433 -18%
MNBTD
629
Moody National Bank Trust Division
Texas
$211K +$200K +1,910 New
GA
630
Geller Advisors
New York
$211K +$200K +1,907 New
IP
631
Investment Partners
Ohio
$210K -$513K -4,893 -72%
FDCDDQ
632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$94.2K -899 -32%
CWM
633
Chemistry Wealth Management
New York
$209K +$198K +1,892 New
LWM
634
Laidlaw Wealth Management
New York
$209K +$198K +1,886 New
FAFN
635
First Affirmative Financial Network
Colorado
$207K +$196K +1,873 New
PGIM
636
Pacific Global Investment Management
California
$207K +$196K +1,873 New
ISL
637
Ingalls & Snyder LLC
New York
$206K +$196K +1,866 New
WAP
638
Wealthcare Advisory Partners
Pennsylvania
$205K +$194K +1,855 New
TF
639
TIAA FSB
Florida
$205K +$194K +1,852 New
PCM
640
Prelude Capital Management
New York
$204K -$1.3M -12,434 -87%
AWM
641
Apollon Wealth Management
South Carolina
$203K +$192K +1,836 New
FAM
642
Fenimore Asset Management
New York
$201K +$190K +1,817 New
BCM
643
Brainard Capital Management
Texas
$200K +$190K +1,809 New
AWM
644
Atticus Wealth Management
Florida
$176K -$4.72K -45 -3%
TPCW
645
TD Private Client Wealth
New York
$171K -$36.6K -349 -18%
ST
646
Smithfield Trust
Pennsylvania
$169K – – –
MCC
647
Money Concepts Capital
Florida
$165K -$14.5K -138 -8%
AAG
648
Armstrong Advisory Group
Massachusetts
$155K +$147K +1,398 New
PTC
649
Private Trust Company
Ohio
$148K -$2.73K -26 -2%
DWMG
650
DB Wealth Management Group
California
$148K – – –
24 25
26
27 28

XYL Hedge Fund Activity: Q4 2022 in Review

818 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2022, worth a combined $17.2B — up 27% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new XYL positions and 43 closed out — a net gain of 96 holders — while 268 added to existing stakes and 276 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Janus Henderson Group, cutting an estimated $71.2M.

  • 818 institutional investors held Xylem (XYL) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $17.2B of Xylem stock for Q4 2022, up 27% quarter-over-quarter.
  • 139 funds opened new Xylem positions in Q4 2022 and 43 closed out, a net change of +96 holders.
  • The largest Xylem buyer in Q4 2022 was Morgan Stanley, an estimated $232M added.
  • The largest Xylem seller in Q4 2022 was Janus Henderson Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q4 2022.