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987 hedge funds and large institutions have $27.9B invested in Xylem in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 359 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $24.1M

159% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 49

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.51B)

7% more funds holding

Funds holding: 922987 (+65)

6% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 359

2.77% less ownership

Funds ownership: 92.14%89.37% (-2.8%)

Holders
987
Holders Change
+65
Holders Change %
+7.05%
% of All Funds
14.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
127
Increased
336
Reduced
359
Closed
49
Calls
$78.9M
Puts
$24.1M
Net Calls
+$54.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
626
Boston Trust Walden
Massachusetts
$442K
MWM
627
Moran Wealth Management
Florida
$441K +$19.9K +165 +5%
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$438K
ICG
629
InterOcean Capital Group
Tennessee
$434K -$604 -5 -0.1%
SAM
630
Sompo Asset Management
Japan
$432K -$44.7K -370 -10%
HI
631
Horizon Investments
North Carolina
$430K +$846 +7 +0.2%
SAM
632
Strategy Asset Managers
California
$430K +$4.35K +36 +1%
MSR
633
Main Street Research
Connecticut
$420K
PHK
634
Point72 Hong Kong
Hong Kong
$418K +$391K +3,236 New
FPCG
635
Fort Pitt Capital Group
Pennsylvania
$415K -$53.2K -440 -12%
CP
636
CenterBook Partners
Connecticut
$413K -$846K -7,002 -69%
GVAG
637
Great Valley Advisor Group
Delaware
$411K +$79K +654 +26%
NW
638
NewEdge Wealth
Pennsylvania
$407K +$44K +364 +14%
SWP
639
Stratos Wealth Partners
Ohio
$406K -$5.68K -47 -1%
MWM
640
Mosley Wealth Management
California
$404K
BCI
641
Brinker Capital Investments
Pennsylvania
$404K +$86.5K +716 +30%
OPS
642
Orion Portfolio Solutions
Nebraska
$404K +$86.5K +716 +30%
GSC
643
Grey Street Capital
Illinois
$402K +$376K +3,113 New
PAS
644
Park Avenue Securities
New York
$402K +$27.9K +231 +8%
CFG
645
Carr Financial Group
Massachusetts
$402K
HCM
646
Howland Capital Management
Massachusetts
$401K -$2.3K -19 -0.6%
AAM
647
Aureus Asset Management
Massachusetts
$401K
QCG
648
Quadrant Capital Group
Ohio
$399K -$22.1K -183 -6%
PFBT
649
Parkside Financial Bank & Trust
Missouri
$397K +$9.06K +75 +3%
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$392K +$3.99K +33 +1%

XYL Hedge Fund Activity: Q1 2024 in Review

987 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2024, worth a combined $27.9B — up 9.9% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new XYL positions and 49 closed out — a net gain of 78 holders — while 336 added to existing stakes and 359 trimmed.

The largest buyer was Artisan Partners, adding an estimated $303M. The largest seller was Morgan Stanley, cutting an estimated $556M.

  • 987 institutional investors held Xylem (XYL) as of Q1 2024, up from 922 in Q4 2023.
  • Funds reported $27.9B of Xylem stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 127 funds opened new Xylem positions in Q1 2024 and 49 closed out, a net change of +78 holders.
  • The largest Xylem buyer in Q1 2024 was Artisan Partners, an estimated $303M added.
  • The largest Xylem seller in Q1 2024 was Morgan Stanley, an estimated $556M sold.

Based on aggregated 13F filings for Q1 2024.