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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
MFS
676
Mirabella Financial Services
United Kingdom
$254K +$239K +2,256 New
BFEC
677
Benjamin F. Edwards & Company
Missouri
$253K -$41.1K -389 -15%
GLR
678
Great Lakes Retirement
Ohio
$253K +$237K +2,245 New
VAS
679
Vestmark Advisory Solutions
Massachusetts
$250K +$235K +2,223 New
QPBE
680
Quintet Private Bank (Europe)
Luxembourg
$250K -$3.17K -30 -1%
MG
681
Meritage Group
California
$250K -$36.2K -342 -13%
Parallax Volatility Advisers
682
Parallax Volatility Advisers
California
$250K +$234K +2,216 New
RP
683
Riverwater Partners
Wisconsin
$249K
DA
684
Dash Acquisitions
California
$249K
UBV
685
United Bank (Virginia)
Virginia
$248K
AWM
686
Axxcess Wealth Management
California
$247K +$231K +2,189 New
TPWA
687
TRUE Private Wealth Advisors
Oregon
$241K +$5.92K +56 +3%
DCM
688
Donaldson Capital Management
Indiana
$239K +$5.39K +51 +2%
MA
689
MONECO Advisors
Connecticut
$237K +$106 +1 +0%
GWM
690
Gitterman Wealth Management
New Jersey
$237K +$222K +2,101 New
LAM
691
Lakewood Asset Management
Illinois
$236K
WTC
692
WhitTier Trust Company
Nevada
$236K -$1.8K -17 -0.8%
SFA
693
Sequoia Financial Advisors
Ohio
$235K +$220K +2,085 New
OQS
694
Occudo Quantitative Strategies
Florida
$234K -$3.77M -35,686 -94%
FCCM
695
First City Capital Management
Georgia
$234K +$219K +2,075 New
SC
696
Searle & Co
Connecticut
$232K
JGUA
697
John G. Ullman & Associates
New York
$232K +$218K +2,060 New
PTC
698
Private Trust Company
Ohio
$232K +$72.7K +687 +50%
GL
699
Graypoint LLC
New York
$228K +$214K +2,027 New
SFI
700
Siemens Fonds Invest
Germany
$227K +$215K +2,029 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.