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827 hedge funds and large institutions have $18.3B invested in Xylem in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 258 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 258

6% more funds holding

Funds holding: 783827 (+44)

0.89% less ownership

Funds ownership: 86.05%85.15% (-0.89%)

4% less capital invested

Capital invested by funds: $19B → $18.3B (-$668M)

21% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $22.7M

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
827
Holders Change
+44
Holders Change %
+5.62%
% of All Funds
12.73%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
109
Increased
301
Reduced
258
Closed
56
Calls
$17.9M
Puts
$22.7M
Net Calls
-$4.74M
Net Calls Change
+$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
701
Heritage Wealth Advisors
Virginia
$85K
KFI
702
Key Financial Inc
Pennsylvania
$84K
SWM
703
Selective Wealth Management
Virginia
$84K
AssetMark Inc
704
AssetMark Inc
California
$74K
T
705
TOBAM
France
$74K
NR
706
Newfound Research
Massachusetts
$73K +$75.2K +606 New
CLOS
707
Compagnie Lombard Odier SCmA
Switzerland
$72K
PWMG
708
Prestige Wealth Management Group
New Jersey
$72K
SC
709
SouthState Corp
Florida
$72K
SIC
710
Salem Investment Counselors
North Carolina
$70K
APP
711
Alpha Paradigm Partners
Illinois
$69K +$71.5K +576 New
KTC
712
Kistler-Tiffany Companies
Pennsylvania
$66K
EWA
713
EverSource Wealth Advisors
Alabama
$66K +$68.3K +550 New
Simplex Trading
714
Simplex Trading
Illinois
$64K +$67.3K +542 New
GWS
715
Glassman Wealth Services
Virginia
$62K +$1.12K +9 +2%
BWA
716
BDO Wealth Advisors
Florida
$61K +$124 +1 +0.2%
CCC
717
Crescent Capital Consulting
Louisiana
$60K +$24.8K +200 +67%
TWC
718
TD Waterhouse Canada
Ontario, Canada
$54K +$56.7K +457 New
SSB
719
Sandy Spring Bank
Maryland
$53K
TFS
720
TrustCore Financial Services
Tennessee
$51K
AWM
721
Accel Wealth Management
Iowa
$51K +$124 +1 +0.2%
LC
722
Lindbrook Capital
California
$51K +$20.6K +166 +64%
FMTCOCP
723
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
FFA
724
Freedman Financial Associates
Massachusetts
$50K
NSIM
725
North Star Investment Management
Illinois
$48K -$869K -7,000 -95%

XYL Hedge Fund Activity: Q4 2021 in Review

827 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2021, worth a combined $18.3B — down 3.5% from $19B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new XYL positions and 56 closed out — a net gain of 53 holders — while 301 added to existing stakes and 258 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Parnassus Investments, cutting an estimated $626M.

  • 827 institutional investors held Xylem (XYL) as of Q4 2021, up from 783 in Q3 2021.
  • Funds reported $18.3B of Xylem stock for Q4 2021, down 3.5% quarter-over-quarter.
  • 109 funds opened new Xylem positions in Q4 2021 and 56 closed out, a net change of +53 holders.
  • The largest Xylem buyer in Q4 2021 was Ameriprise, an estimated $189M added.
  • The largest Xylem seller in Q4 2021 was Parnassus Investments, an estimated $626M sold.

Based on aggregated 13F filings for Q4 2021.