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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
651
WR Wealth Planners
Missouri
$207K +$6.79K +65 +3%
RMDI
652
R.M. Davis Inc
Maine
$204K -$10.4K -100 -5%
WPC
653
Wedmont Private Capital
Pennsylvania
$204K -$60.3K -577 -22%
TF
654
Threadgill Financial
Texas
$203K
SA
655
Syntax Advisors
New York
$202K +$202K +1,930 New
VCG
656
Vantage Consulting Group
Virginia
$202K +$202K +1,930 New
PA
657
Profund Advisors
Maryland
$202K -$8.56K -82 -4%
MIM
658
Moseley Investment Management
Florida
$200K -$1.46K -14 -0.7%
BF
659
BOK Financial
Oklahoma
$200K -$3.2M -30,681 -94%
NSIM
660
North Star Investment Management
Illinois
$182K +$125K +1,200 +225%
FDCDDQ
661
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K -$29.1K -279 -15%
HIIFS
662
Harel Insurance Investments & Financial Services
Israel
$166K +$166K +1,587 New
CA
663
Clearstead Advisors
Ohio
$165K +$141K +1,350 +590%
ST
664
Smithfield Trust
Pennsylvania
$160K
SG Americas Securities
665
SG Americas Securities
New York
$160K +$160K +1,530 New
T
666
TOBAM
France
$159K +$94.7K +907 +148%
TPCW
667
TD Private Client Wealth
New York
$158K -$4.8K -46 -3%
AAG
668
Armstrong Advisory Group
Massachusetts
$146K
PTC
669
Private Trust Company
Ohio
$143K +$3.13K +30 +2%
DWMG
670
DB Wealth Management Group
California
$140K
AA
671
Addison Advisors
Vermont
$139K +$9.09K +87 +7%
QL
672
Quarry LP
New York
$139K +$132K +1,263 +2,105%
AIM
673
Anchor Investment Management
South Carolina
$130K
BTI
674
Blue Trust Inc
Georgia
$128K +$1.04K +10 +0.9%
EWM
675
Endurance Wealth Management
Rhode Island
$126K +$105K +1,006 +503%

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.