We are live on ! Find out more

1,016 hedge funds and large institutions have $29.3B invested in Xylem in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 420 increasing their positions, 324 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $95.1M | Put options by funds: $30.5M

30% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 324

0.34% less ownership

Funds ownership: 89.72%89.38% (-0.34%)

1% less capital invested

Capital invested by funds: $29.5B → $29.3B (-$215M)

8% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 80

2% less funds holding

Funds holding: 1,0331,016 (-17)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,016
Holders Change
-17
Holders Change %
-1.65%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
74
Increased
420
Reduced
324
Closed
80
Calls
$95.1M
Puts
$30.5M
Net Calls
+$64.6M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
626
Howard Capital Management Group
California
$505K +$134 +1 +0%
ASN
627
Advisory Services Network
Georgia
$502K
GI
628
GAMMA Investing
California
$499K +$120K +894 +32%
RWP
629
RWA Wealth Partners
Massachusetts
$494K +$157K +1,172 +47%
CFG
630
Carr Financial Group
Massachusetts
$491K +$70.1K +524 +17%
TFIPS
631
Towarzystwo Funduszy Inwestycyjnych PZU SA
$476K -$158K -1,183 -25%
IAA
632
Ironsides Asset Advisors
North Carolina
$473K +$468K +3,500 New
ACP
633
Aveo Capital Partners
Colorado
$471K
HWA
634
Heartwood Wealth Advisors
Virginia
$470K
MCM
635
McRae Capital Management
New Jersey
$469K
WIM
636
WealthPlan Investment Management
Nebraska
$465K +$5.35K +40 +1%
HWAM
637
Hennion & Walsh Asset Management
New Jersey
$462K +$118K +883 +35%
BTW
638
Boston Trust Walden
Massachusetts
$462K
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$460K -$26.2K -196 -5%
CCM
640
Coldstream Capital Management
Washington
$457K +$118K +882 +34%
QCG
641
Quadrant Capital Group
Ohio
$455K -$937 -7 -0.2%
LI
642
LRI Investments
Florida
$447K +$268K +2,000 +119%
NW
643
NewEdge Wealth
Pennsylvania
$447K +$37.5K +280 +9%
HI
644
Horizon Investments
North Carolina
$445K -$58.7K -439 -12%
Jones Financial Companies
645
Jones Financial Companies
Missouri
$444K +$440K +3,289 +23,493%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$444K
SIA
647
Schechter Investment Advisors
Michigan
$444K +$83.2K +622 +23%
IWC
648
Integrated Wealth Concepts
Massachusetts
$442K +$74.5K +557 +20%
SAM
649
Strategy Asset Managers
California
$440K +$75.1K +561 +21%
MSR
650
Main Street Research
Connecticut
$439K

XYL Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2024, worth a combined $29.3B — down 0.73% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of XYL and 74 opened new positions — a net loss of 6 holders — while 324 trimmed existing stakes and 420 added.

The largest buyer was Amundi, adding an estimated $129M. The largest seller was Citadel Advisors, cutting an estimated $130M.

  • 1,016 institutional investors held Xylem (XYL) as of Q3 2024, down from 1,033 in Q2 2024.
  • Funds reported $29.3B of Xylem stock for Q3 2024, down 0.73% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2024 and 80 closed out, a net change of -6 holders.
  • The largest Xylem buyer in Q3 2024 was Amundi, an estimated $129M added.
  • The largest Xylem seller in Q3 2024 was Citadel Advisors, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.