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748 hedge funds and large institutions have $16.2B invested in Xylem in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 294 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $9.65M

27% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 231

2% more funds holding

Funds holding: 732748 (+16)

0% less capital invested

Capital invested by funds: $16.3B → $16.2B (-$21.8M)

0.89% less ownership

Funds ownership: 86.64%85.75% (-0.89%)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
13.13%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
78
Increased
294
Reduced
231
Closed
55
Calls
$13.1M
Puts
$9.65M
Net Calls
+$3.48M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
$47K -$18.7K -184 -29%
FHA
652
First Horizon Advisors
Tennessee
$46K +$4.66K +46 +12%
CIA
653
CSat Investment Advisory
Michigan
$46K +$10.4K +103 +31%
FFA
654
Freedman Financial Associates
Massachusetts
$44K
AWM
655
Accel Wealth Management
Iowa
$44K +$101 +1 +0.2%
SSB
656
Sandy Spring Bank
Maryland
$43K
SFSIG
657
San Francisco Sentry Investment Group
California
$43K
CB
658
CNB Bank
Pennsylvania
$42K
NSIM
659
North Star Investment Management
Illinois
$42K
WAP
660
Wealthcare Advisory Partners
Pennsylvania
$40K +$38.4K +379 New
CFFP
661
Center for Financial Planning
Michigan
$37K
SBL
662
Sargent Bickham Lagudis
Colorado
$34K -$37.3K -368 -53%
CA
663
Clearstead Advisors
Ohio
$32K
CCC
664
Crescent Capital Consulting
Louisiana
$32K
HCP
665
Hexagon Capital Partners
Arkansas
$31K
SSC
666
Syverson Strege & Co
Iowa
$31K +$101 +1 +0.3%
AWM
667
Atticus Wealth Management
Florida
$31K +$6.59K +65 +29%
APA
668
American Portfolios Advisors
New York
$28.1K
POIA
669
Pin Oak Investment Advisors
Texas
$27K
LC
670
Lindbrook Capital
California
$27K +$507 +5 +2%
CI
671
CX Institutional
Indiana
$27K +$3.75K +37 +17%
BCA
672
Berman Capital Advisors
Georgia
$27K +$4.06K +40 +18%
TIM
673
Tortoise Investment Management
New York
$25K
Twin Tree Management
674
Twin Tree Management
Texas
$25K +$24K +237 New
FPFS
675
First Personal Financial Services
North Carolina
$24K

XYL Hedge Fund Activity: Q1 2021 in Review

748 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2021, worth a combined $16.2B — down 0.13% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XYL positions and 55 closed out — a net gain of 23 holders — while 294 added to existing stakes and 231 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $91.3M. The largest seller was TCW Group, cutting an estimated $104M.

  • 748 institutional investors held Xylem (XYL) as of Q1 2021, up from 732 in Q4 2020.
  • Funds reported $16.2B of Xylem stock for Q1 2021, down 0.13% quarter-over-quarter.
  • 78 funds opened new Xylem positions in Q1 2021 and 55 closed out, a net change of +23 holders.
  • The largest Xylem buyer in Q1 2021 was Aristotle Capital Management, an estimated $91.3M added.
  • The largest Xylem seller in Q1 2021 was TCW Group, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.