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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
HWA
676
Heritage Wealth Advisors
Virginia
$88.1K
KFI
677
Key Financial Inc
Pennsylvania
$87K
SWM
678
Selective Wealth Management
Virginia
$87K
Group One Trading
679
Group One Trading
Illinois
$84K -$427K -3,320 -83%
CA
680
Clearstead Advisors
Ohio
$83K +$45K +350 +108%
Parallax Volatility Advisers
681
Parallax Volatility Advisers
California
$83K +$86.5K +672 New
AssetMark Inc
682
AssetMark Inc
California
$76K -$2.96K -23 -4%
T
683
TOBAM
France
$76K
PWMG
684
Prestige Wealth Management Group
New Jersey
$74K
SC
685
SouthState Corp
Florida
$74K +$76.8K +597 New
CLOS
686
Compagnie Lombard Odier SCmA
Switzerland
$74K +$77.2K +600 New
SIC
687
Salem Investment Counselors
North Carolina
$72K
LWM
688
Liberty Wealth Management
California
$71K +$2.57K +20 +4%
MGIM
689
M&G Investment Management
United Kingdom
$68.5K +$26.8M +208,458 +61%
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$68K +$6.69K +52 +10%
FHA
691
First Horizon Advisors
Tennessee
$68K +$13.8K +107 +24%
BWA
692
BDO Wealth Advisors
Florida
$63K +$129 +1 +0.2%
GWS
693
Glassman Wealth Services
Virginia
$63K +$2.06K +16 +3%
SSB
694
Sandy Spring Bank
Maryland
$55K
FMTCOCP
695
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
FFA
696
Freedman Financial Associates
Massachusetts
$52K
TFS
697
TrustCore Financial Services
Tennessee
$52K
AWM
698
Accel Wealth Management
Iowa
$52K +$129 +1 +0.2%
CFFP
699
Center for Financial Planning
Michigan
$44K
RS
700
Robeco Schweiz
Switzerland
$43.6K +$610K +4,742 +1%

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.