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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
CI
701
CX Institutional
Indiana
$42K +$129 +1 +0.3%
AWM
702
Atticus Wealth Management
Florida
$41K +$5.15K +40 +14%
SBL
703
Sargent Bickham Lagudis
Colorado
$40K
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$40K +$34.4K +267 +504%
EI
705
Ellevest Inc
New York
$39K +$772 +6 +2%
CB
706
CNB Bank
Pennsylvania
$37K
CCC
707
Crescent Capital Consulting
Louisiana
$37K
HCP
708
Hexagon Capital Partners
Arkansas
$37K
IUHSA
709
Itau Unibanco Holding S.A.
Brazil
$37K +$38.5K +299 New
SSC
710
Syverson Strege & Co
Iowa
$36K
BCA
711
Berman Capital Advisors
Georgia
$35K +$1.16K +9 +3%
CYG
712
Clean Yield Group
Vermont
$32K
LC
713
Lindbrook Capital
California
$32K
POIA
714
Pin Oak Investment Advisors
Texas
$32K
BIA
715
Bell Investment Advisors
California
$32K +$33.2K +258 New
TIM
716
Tortoise Investment Management
New York
$30K
SWA
717
SOA Wealth Advisors
New York
$29K -$386 -3 -1%
KIG
718
Kowal Investment Group
Wisconsin
$29K +$30K +233 New
FPFS
719
First Personal Financial Services
North Carolina
$28K
GAM
720
Gemmer Asset Management
California
$28K
MFT
721
Moisand Fitzgerald Tamayo
Florida
$28K
GWM
722
Geneos Wealth Management
Colorado
$26K
PFBT
723
Parkside Financial Bank & Trust
Missouri
$26K +$4.12K +32 +18%
BFC
724
Bedel Financial Consulting
Indiana
$25K
CAL
725
Capital Analysts LLC
Pennsylvania
$25K

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.