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1,033 hedge funds and large institutions have $29.5B invested in Xylem in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 387 increasing their positions, 363 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $116M | Put options by funds: $41M

113% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 56

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more capital invested

Capital invested by funds: $27.9B → $29.5B (+$1.6B)

5% more funds holding

Funds holding: 9871,033 (+46)

7% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 363

0.35% more ownership

Funds ownership: 89.37%89.72% (+0.35%)

Holders
1,033
Holders Change
+46
Holders Change %
+4.66%
% of All Funds
14.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
119
Increased
387
Reduced
363
Closed
56
Calls
$116M
Puts
$41M
Net Calls
+$75M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
626
Simplicity Wealth
New Jersey
$558K +$9.39K +69 +2%
PCA
627
Pallas Capital Advisors
Massachusetts
$549K +$7.89K +58 +1%
EA
628
Everpar Advisors
Oklahoma
$549K +$1.77K +13 +0.3%
TCM
629
Telos Capital Management
California
$547K -$3.54K -26 -0.6%
FIA
630
Foundations Investment Advisors
Arizona
$546K +$272 +2 +0%
EW
631
Evexia Wealth
Wisconsin
$546K -$47.3K -348 -8%
GIM
632
Goelzer Investment Management
Indiana
$542K -$180K -1,324 -25%
CF
633
Centaurus Financial
California
$539K +$3.67K +27 +0.7%
SP
634
Symmetry Partners
Connecticut
$536K
GC
635
Guggenheim Capital
Illinois
$534K -$222K -1,634 -29%
CCM
636
Cullen Capital Management
New York
$528K -$150K -1,100 -22%
AWS
637
Atria Wealth Solutions
New York
$524K -$41K -301 -7%
VWM
638
Venturi Wealth Management
Texas
$521K +$523K +3,842 New
PF
639
Phoenix Financial
Israel
$518K -$89.1K -655 -15%
ET
640
Entropy Technologies
New York
$516K +$518K +3,807 New
PA
641
Profund Advisors
Maryland
$516K -$4.63K -34 -0.9%
JCM
642
Jacobi Capital Management
Pennsylvania
$516K -$27.1K -199 -5%
HFA
643
Harbert Fund Advisors
Alabama
$509K -$561K -4,125 -52%
HCMG
644
Howard Capital Management Group
California
$507K -$3.27K -24 -0.6%
HI
645
Horizon Investments
North Carolina
$506K +$55.2K +406 +12%
ASN
646
Advisory Services Network
Georgia
$502K -$21.8K -160 -4%
BSW
647
Buckingham Strategic Wealth
Missouri
$489K +$2.04K +15 +0.4%
PWMAG
648
Pinnacle Wealth Management Advisory Group
New Jersey
$489K +$2.72K +20 +0.6%
CHP
649
Cable Hill Partners
Oregon
$487K +$489K +3,592 New
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$480K

XYL Hedge Fund Activity: Q2 2024 in Review

1,033 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2024, worth a combined $29.5B — up 5.7% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new XYL positions and 56 closed out — a net gain of 63 holders — while 387 added to existing stakes and 363 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $332M. The largest seller was Pictet Asset Management, cutting an estimated $137M.

  • 1,033 institutional investors held Xylem (XYL) as of Q2 2024, up from 987 in Q1 2024.
  • Funds reported $29.5B of Xylem stock for Q2 2024, up 5.7% quarter-over-quarter.
  • 119 funds opened new Xylem positions in Q2 2024 and 56 closed out, a net change of +63 holders.
  • The largest Xylem buyer in Q2 2024 was Swedbank, an estimated $332M added.
  • The largest Xylem seller in Q2 2024 was Pictet Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.