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908 hedge funds and large institutions have $23.9B invested in Xylem in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 441 increasing their positions, 198 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 61

123% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 198

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $18B → $23.9B (+$5.93B)

8% more funds holding

Funds holding: 837908 (+71)

6.65% less ownership

Funds ownership: 94.74%88.09% (-6.7%)

41% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $51.9M

Holders
908
Holders Change
+71
Holders Change %
+8.48%
% of All Funds
14.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
136
Increased
441
Reduced
198
Closed
61
Calls
$30.8M
Puts
$51.9M
Net Calls
-$21.1M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
KS
651
Karpas Strategies
Connecticut
$292K +$423 +4 +0.2%
DWP
652
Daymark Wealth Partners
Ohio
$288K +$529 +5 +0.2%
SFA
653
Seneca Financial Advisors
New York
$286K
HI
654
Horizon Investments
North Carolina
$282K +$22.7K +215 +9%
FFM
655
Forum Financial Management
Illinois
$281K +$264K +2,499 New
DAM
656
Delta Asset Management
Tennessee
$279K
CHC
657
City Holding Co
West Virginia
$279K -$10K -95 -4%
Carson Wealth (CWM LLC)
658
Carson Wealth (CWM LLC)
Nebraska
$279K -$13.2K -125 -5%
LF
659
Lantz Financial
Illinois
$274K -$11.6K -110 -4%
GA
660
Geller Advisors
New York
$273K +$43.7K +413 +20%
EIP
661
Ellis Investment Partners
Pennsylvania
$273K +$846 +8 +0.3%
MCCP
662
Mission Creek Capital Partners
California
$272K -$58.9K -557 -19%
SAM
663
Sompo Asset Management
Japan
$269K -$52.9K -500 -17%
LIM
664
Leavell Investment Management
Alabama
$269K
BWM
665
BlackDiamond Wealth Management
New York
$267K +$9.31K +88 +4%
FA
666
FDx Advisors
Illinois
$265K +$249K +2,357 New
SCA
667
Snowden Capital Advisors
New York
$264K +$248K +2,347 New
AWM
668
Angeles Wealth Management
California
$263K +$2.33K +22 +0.9%
NFGCM
669
Norman Fields Gottscho Capital Management
New York
$262K
CCM
670
Coldstream Capital Management
Washington
$262K +$6.03K +57 +3%
EW
671
Evexia Wealth
Wisconsin
$261K +$241K +2,283 New
CC
672
Courier Capital
New York
$260K
PA
673
Procyon Advisors
Connecticut
$257K +$241K +2,279 New
FWM
674
FFT Wealth Management
Pennsylvania
$256K -$6.13K -58 -2%
PWM
675
Perigon Wealth Management
California
$255K +$239K +2,264 New

XYL Hedge Fund Activity: Q2 2023 in Review

908 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2023, worth a combined $23.9B — up 33% from $18B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XYL positions and 61 closed out — a net gain of 75 holders — while 441 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $708M. The largest seller was OFI Invest Asset Management, cutting an estimated $221M.

  • 908 institutional investors held Xylem (XYL) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $23.9B of Xylem stock for Q2 2023, up 33% quarter-over-quarter.
  • 136 funds opened new Xylem positions in Q2 2023 and 61 closed out, a net change of +75 holders.
  • The largest Xylem buyer in Q2 2023 was Vanguard Group, an estimated $708M added.
  • The largest Xylem seller in Q2 2023 was OFI Invest Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2023.