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771 hedge funds and large institutions have $18.5B invested in Xylem in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 287 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $13.1M

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

18% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 244

14% more capital invested

Capital invested by funds: $16.2B → $18.5B (+$2.27B)

3% more funds holding

Funds holding: 748771 (+23)

0.4% more ownership

Funds ownership: 85.75%86.15% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
771
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
13.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
82
Increased
287
Reduced
244
Closed
54
Calls
$25.2M
Puts
$13.1M
Net Calls
+$12.1M
Net Calls Change
+$8.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
651
TFC Financial Management
Massachusetts
$105K +$5.37K +47 +6%
NC
652
NewSquare Capital
Pennsylvania
$100K
EBA
653
Eagle Bay Advisors
New York
$98K +$91.9K +805 New
SN
654
Sittner & Nelson
Oregon
$96K
CT
655
Caldwell Trust
Florida
$96K
OSAM
656
O'Shaughnessy Asset Management
Connecticut
$95K +$29.9K +262 +49%
CBT
657
CoreFirst Bank & Trust
Kansas
$94K
COCM
658
Charter Oak Capital Management
New Hampshire
$92K
MA
659
MCF Advisors
Kentucky
$90K
KFI
660
Key Financial Inc
Pennsylvania
$88K -$58.8K -515 -42%
HWA
661
Heritage Wealth Advisors
Virginia
$85.4K
ETC
662
Exchange Traded Concepts
Oklahoma
$85K +$62.8K +550 +340%
SWM
663
Selective Wealth Management
Virginia
$84K
MAM
664
Meeder Asset Management
Ohio
$79K +$7.65K +67 +11%
AssetMark Inc
665
AssetMark Inc
California
$77K -$5.25K -46 -7%
T
666
TOBAM
France
$74K
PWMG
667
Prestige Wealth Management Group
New Jersey
$72K
SIC
668
Salem Investment Counselors
North Carolina
$70K
WP
669
WealthShield Partners
North Carolina
$69K
LWM
670
Liberty Wealth Management
California
$66K +$114 +1 +0.2%
BWA
671
BDO Wealth Advisors
Florida
$61K +$228 +2 +0.4%
KTC
672
Kistler-Tiffany Companies
Pennsylvania
$60K
GWS
673
Glassman Wealth Services
Virginia
$59K -$13.6K -119 -19%
IWMWV
674
Ironwood Wealth Management (West Virginia)
West Virginia
$57K +$53.9K +472 New
APA
675
American Portfolios Advisors
New York
$53.6K +$20.6K +180 +67%

XYL Hedge Fund Activity: Q2 2021 in Review

771 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2021, worth a combined $18.5B — up 14% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XYL positions and 54 closed out — a net gain of 28 holders — while 287 added to existing stakes and 244 trimmed.

The largest buyer was M&G Investment Management, adding an estimated $38.4M. The largest seller was Invesco, cutting an estimated $67.3M.

  • 771 institutional investors held Xylem (XYL) as of Q2 2021, up from 748 in Q1 2021.
  • Funds reported $18.5B of Xylem stock for Q2 2021, up 14% quarter-over-quarter.
  • 82 funds opened new Xylem positions in Q2 2021 and 54 closed out, a net change of +28 holders.
  • The largest Xylem buyer in Q2 2021 was M&G Investment Management, an estimated $38.4M added.
  • The largest Xylem seller in Q2 2021 was Invesco, an estimated $67.3M sold.

Based on aggregated 13F filings for Q2 2021.