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783 hedge funds and large institutions have $19B invested in Xylem in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 309 increasing their positions, 237 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

30% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 237

2% more funds holding

Funds holding: 771783 (+12)

3% more capital invested

Capital invested by funds: $18.5B → $19B (+$489M)

0.1% less ownership

Funds ownership: 86.15%86.05% (-0.1%)

29% less call options, than puts

Call options by funds: $20M | Put options by funds: $28.1M

Holders
783
Holders Change
+12
Holders Change %
+1.56%
% of All Funds
13.71%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
65
Increased
309
Reduced
237
Closed
44
Calls
$20M
Puts
$28.1M
Net Calls
-$8.1M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
651
1832 Asset Management
Ontario, Canada
$163K +$163K +1,270 New
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$162K +$66.4K +516 +65%
BWM
653
BerganKDV Wealth Management
Minnesota
$151K +$13.1K +102 +9%
SWM
654
Spire Wealth Management
Virginia
$143K +$257 +2 +0.2%
RFA
655
Reilly Financial Advisors
California
$141K -$118K -915 -45%
GRP
656
Global Retirement Partners
California
$127K -$3.09K -24 -2%
Bank Julius Baer & Co
657
Bank Julius Baer & Co
Switzerland
$124K -$258K -2,001 -67%
FGAM
658
Financial Gravity Asset Management
Texas
$124K
MCA
659
Mercer Capital Advisers
New Jersey
$124K
WA
660
WestEnd Advisors
North Carolina
$123K
CCA
661
Column Capital Advisors
Indiana
$119K +$1.29K +10 +1%
AIM
662
Anchor Investment Management
South Carolina
$117K
BAM
663
Barrett Asset Management
New York
$117K
MAM
664
Meeder Asset Management
Ohio
$114K +$33.5K +260 +39%
CIA
665
Cascade Investment Advisors
Oregon
$111K
TFM
666
TFC Financial Management
Massachusetts
$108K
NC
667
NewSquare Capital
Pennsylvania
$103K
AF
668
Advisornet Financial
Minnesota
$101K -$29.1K -226 -22%
SN
669
Sittner & Nelson
Oregon
$99K
CT
670
Caldwell Trust
Florida
$98.9K
CBT
671
CoreFirst Bank & Trust
Kansas
$96K
COCM
672
Charter Oak Capital Management
New Hampshire
$95K
ETC
673
Exchange Traded Concepts
Oklahoma
$95K +$7.59K +59 +8%
BFEC
674
Benjamin F. Edwards & Company
Missouri
$93K -$68.2K -530 -41%
MA
675
MCF Advisors
Kentucky
$93K

XYL Hedge Fund Activity: Q3 2021 in Review

783 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2021, worth a combined $19B — up 2.6% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new XYL positions and 44 closed out — a net gain of 21 holders — while 309 added to existing stakes and 237 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $51.5M. The largest seller was Impax Asset Management Group, cutting an estimated $146M.

  • 783 institutional investors held Xylem (XYL) as of Q3 2021, up from 771 in Q2 2021.
  • Funds reported $19B of Xylem stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 65 funds opened new Xylem positions in Q3 2021 and 44 closed out, a net change of +21 holders.
  • The largest Xylem buyer in Q3 2021 was Baillie Gifford & Co, an estimated $51.5M added.
  • The largest Xylem seller in Q3 2021 was Impax Asset Management Group, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.