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908 hedge funds and large institutions have $23.9B invested in Xylem in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 441 increasing their positions, 198 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 61

123% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 198

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $18B → $23.9B (+$5.93B)

8% more funds holding

Funds holding: 837908 (+71)

6.65% less ownership

Funds ownership: 94.74%88.09% (-6.7%)

41% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $51.9M

Holders
908
Holders Change
+71
Holders Change %
+8.48%
% of All Funds
14.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
136
Increased
441
Reduced
198
Closed
61
Calls
$30.8M
Puts
$51.9M
Net Calls
-$21.1M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
626
Gateway Investment Advisers
Ohio
$329K +$24.7K +234 +9%
AIP
627
Ameritas Investment Partners
Nebraska
$329K +$66.1K +625 +27%
HCMG
628
Howard Capital Management Group
California
$324K -$44.8K -424 -13%
Members Trust
629
Members Trust
Florida
$323K +$304K +2,870 New
CI
630
Cigna Investments
Connecticut
$323K +$74K +700 +32%
CHP
631
Cable Hill Partners
Oregon
$323K
WWP
632
WR Wealth Planners
Missouri
$319K +$90.4K +855 +43%
GFS
633
GYL Financial Synergies
Connecticut
$319K +$300K +2,834 New
PGFC
634
Peapack-Gladstone Financial Corp
New Jersey
$318K +$9.94K +94 +3%
PA
635
Profund Advisors
Maryland
$314K +$91.1K +861 +45%
E
636
Ergoteles
New York
$311K -$13.9M -131,040 -98%
NERM
637
New England Research & Management
Illinois
$309K +$15.2K +144 +6%
HPM
638
Hoxton Planning & Management
West Virginia
$308K +$4.12K +39 +1%
CGL
639
Clarius Group LLC
Washington
$305K -$6.56K -62 -2%
KPWS
640
Kestra Private Wealth Services
Texas
$304K +$62.2K +588 +28%
SAM
641
Strategy Asset Managers
California
$304K -$1.06K -10 -0.4%
CFG
642
Citizens Financial Group
Rhode Island
$301K -$427K -4,035 -60%
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$300K -$26.4K -250 -9%
FM
644
Family Management
New York
$300K
QT
645
Quantamental Technologies
New York
$298K -$463K -4,375 -62%
BWM
646
Blossom Wealth Management
California
$298K +$32K +303 +13%
NW
647
NewEdge Wealth
Pennsylvania
$297K +$279K +2,635 New
OIA
648
OneDigital Investment Advisors
Kansas
$297K -$3.91K -37 -1%
GIA
649
Guyasuta Investment Advisors
Pennsylvania
$296K +$12.4K +117 +5%
BHIA
650
Birch Hill Investment Advisors
Massachusetts
$293K

XYL Hedge Fund Activity: Q2 2023 in Review

908 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2023, worth a combined $23.9B — up 33% from $18B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XYL positions and 61 closed out — a net gain of 75 holders — while 441 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $708M. The largest seller was OFI Invest Asset Management, cutting an estimated $221M.

  • 908 institutional investors held Xylem (XYL) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $23.9B of Xylem stock for Q2 2023, up 33% quarter-over-quarter.
  • 136 funds opened new Xylem positions in Q2 2023 and 61 closed out, a net change of +75 holders.
  • The largest Xylem buyer in Q2 2023 was Vanguard Group, an estimated $708M added.
  • The largest Xylem seller in Q2 2023 was OFI Invest Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2023.