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987 hedge funds and large institutions have $27.9B invested in Xylem in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 359 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $24.1M

159% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 49

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.51B)

7% more funds holding

Funds holding: 922987 (+65)

6% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 359

2.77% less ownership

Funds ownership: 92.14%89.37% (-2.8%)

Holders
987
Holders Change
+65
Holders Change %
+7.05%
% of All Funds
14.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
127
Increased
336
Reduced
359
Closed
49
Calls
$78.9M
Puts
$24.1M
Net Calls
+$54.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
676
Voloridge Investment Management
Florida
$344K +$321K +2,660 New
OIA
677
OneDigital Investment Advisors
Kansas
$338K +$15.7K +130 +5%
AIP
678
Ameritas Investment Partners
Nebraska
$337K -$20.7K -171 -6%
KS
679
Karpas Strategies
Connecticut
$337K +$483 +4 +0.2%
MCC
680
Malaga Cove Capital
California
$334K -$3.63K -30 -1%
KWM
681
Kingsview Wealth Management
Oregon
$333K +$6.28K +52 +2%
P8IP
682
Pier 88 Investment Partners
California
$330K
SFA
683
Seneca Financial Advisors
New York
$328K
SFI
684
Siemens Fonds Invest
Germany
$328K -$13.1K -108 -4%
CI
685
Cigna Investments
Connecticut
$327K
KPWS
686
Kestra Private Wealth Services
Texas
$327K -$7.61K -63 -2%
CP
687
Canopy Partners
Ohio
$320K
CIG
688
Cullen Investment Group
Louisiana
$317K
RWP
689
RWA Wealth Partners
Massachusetts
$317K +$20.3K +168 +7%
LF
690
Lantz Financial
Illinois
$317K +$242 +2 +0.1%
FP
691
Foundry Partners
Minnesota
$314K
CCM
692
Coldstream Capital Management
Washington
$314K +$4.83K +40 +2%
RP
693
Riverwater Partners
Wisconsin
$311K
SWM
694
SeaCrest Wealth Management
New York
$310K -$85.5K -708 -23%
MFG
695
Merit Financial Group
Georgia
$306K +$270K +2,231 New
AWM
696
Angeles Wealth Management
California
$306K +$604 +5 +0.2%
JGUA
697
John G. Ullman & Associates
New York
$305K +$36.2K +300 +15%
CC
698
Courier Capital
New York
$303K
NFGCM
699
Norman Fields Gottscho Capital Management
New York
$301K
WTC
700
WhitTier Trust Company
Nevada
$299K +$9.55K +79 +4%

XYL Hedge Fund Activity: Q1 2024 in Review

987 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2024, worth a combined $27.9B — up 9.9% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new XYL positions and 49 closed out — a net gain of 78 holders — while 336 added to existing stakes and 359 trimmed.

The largest buyer was Artisan Partners, adding an estimated $303M. The largest seller was Morgan Stanley, cutting an estimated $556M.

  • 987 institutional investors held Xylem (XYL) as of Q1 2024, up from 922 in Q4 2023.
  • Funds reported $27.9B of Xylem stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 127 funds opened new Xylem positions in Q1 2024 and 49 closed out, a net change of +78 holders.
  • The largest Xylem buyer in Q1 2024 was Artisan Partners, an estimated $303M added.
  • The largest Xylem seller in Q1 2024 was Morgan Stanley, an estimated $556M sold.

Based on aggregated 13F filings for Q1 2024.