We are live on ! Find out more

837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Circle Wealth Management
New Jersey
$235K
GDP
627
Great Diamond Partners
Maine
$233K -$2.09K -20 -0.9%
BWM
628
BlackDiamond Wealth Management
New York
$232K +$21.7K +208 +10%
RP
629
Riverwater Partners
Wisconsin
$231K
DA
630
Dash Acquisitions
California
$231K -$44.5K -426 -16%
UBV
631
United Bank (Virginia)
Virginia
$230K
PI
632
PEAK6 Investments
Illinois
$230K -$92.5K -886 -29%
CI
633
Cigna Investments
Connecticut
$227K -$2.82K -27 -1%
ICG
634
InterOcean Capital Group
Tennessee
$226K -$3.76K -36 -2%
KPWS
635
Kestra Private Wealth Services
Texas
$221K +$1.46K +14 +0.7%
WTC
636
WhitTier Trust Company
Nevada
$221K +$15.1K +145 +7%
GRP
637
Global Retirement Partners
California
$221K +$113K +1,086 +105%
MA
638
MONECO Advisors
Connecticut
$220K +$2.51K +24 +1%
LAM
639
Lakewood Asset Management
Illinois
$219K
TPWA
640
TRUE Private Wealth Advisors
Oregon
$218K
DCM
641
Donaldson Capital Management
Indiana
$216K +$104 +1 +0%
SEC
642
Seven Eight Capital
New York
$215K +$214K +2,049 New
BIP
643
Blueprint Investment Partners
North Carolina
$214K -$193K -1,852 -48%
SC
644
Searle & Co
Connecticut
$214K
GA
645
Geller Advisors
New York
$211K +$11.3K +108 +6%
MBT
646
Montecito Bank & Trust
California
$210K -$31.3K -300 -13%
DILIC
647
Dai-ichi Life Insurance Company
Japan
$210K
PAIM
648
Punch & Associates Investment Management
Minnesota
$209K
ICP
649
Interchange Capital Partners
Pennsylvania
$209K +$209K +2,000 New
CIP
650
Capital Insight Partners
Arizona
$208K -$212K -2,032 -51%

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.