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818 hedge funds and large institutions have $17.2B invested in Xylem in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 276 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 43

27% more capital invested

Capital invested by funds: $13.6B → $17.2B (+$3.61B)

11% more funds holding

Funds holding: 740818 (+78)

0.65% more ownership

Funds ownership: 86.2%86.85% (+0.65%)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 276

33% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $20.6M

Holders
818
Holders Change
+78
Holders Change %
+10.54%
% of All Funds
13.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
139
Increased
268
Reduced
276
Closed
43
Calls
$13.9M
Puts
$20.6M
Net Calls
-$6.76M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Accel Wealth Management
Iowa
$47.2K +$105 +1 +0.2%
CFGS
702
Concourse Financial Group Securities
Alabama
$47.1K +$36.8K +351 +468%
TF
703
Tompkins Financial
New York
$44K
HCP
704
Hexagon Capital Partners
Arkansas
$43.5K +$10.1K +96 +32%
CYG
705
Clean Yield Group
Vermont
$41.1K -$210 -2 -0.5%
CSPIA
706
Cary Street Partners Investment Advisory
Virginia
$39.3K +$37.2K +355 New
CFFP
707
Center for Financial Planning
Michigan
$38.9K
C
708
Covestor
United Kingdom
$38K -$26K -248 -42%
LS
709
Livforsakringsbolaget Skandia
Sweden
$37.4K
AF
710
Advisornet Financial
Minnesota
$36.7K +$1.99K +19 +6%
SBL
711
Sargent Bickham Lagudis
Colorado
$35.7K
FHA
712
First Horizon Advisors
Tennessee
$35.3K +$943 +9 +3%
CSWM
713
Cassady Schiller Wealth Management
Ohio
$34.1K +$32.3K +308 New
CJL
714
Cyrus J. Lawrence
New York
$34K
CB
715
CNB Bank
Pennsylvania
$33.7K
SSC
716
Syverson Strege & Co
Iowa
$33.1K +$105 +1 +0.3%
KFP
717
KB Financial Partners
New Jersey
$32K +$11.9K +114 +64%
TFS
718
TrustCore Financial Services
Tennessee
$32K
LFG
719
Larson Financial Group
Missouri
$29.5K
TIM
720
Tortoise Investment Management
New York
$29.3K
POIA
721
Pin Oak Investment Advisors
Texas
$29K
GFWA
722
Grey Fox Wealth Advisors
Delaware
$28.3K +$26.8K +256 New
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
$28.2K +$26.7K +255 New
GEA
724
Glen Eagle Advisors
New Jersey
$28.2K +$105 +1 +0.4%
GBT
725
Grove Bank & Trust
Florida
$27K +$25.4K +242 New

XYL Hedge Fund Activity: Q4 2022 in Review

818 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2022, worth a combined $17.2B — up 27% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new XYL positions and 43 closed out — a net gain of 96 holders — while 268 added to existing stakes and 276 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Janus Henderson Group, cutting an estimated $71.2M.

  • 818 institutional investors held Xylem (XYL) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $17.2B of Xylem stock for Q4 2022, up 27% quarter-over-quarter.
  • 139 funds opened new Xylem positions in Q4 2022 and 43 closed out, a net change of +96 holders.
  • The largest Xylem buyer in Q4 2022 was Morgan Stanley, an estimated $232M added.
  • The largest Xylem seller in Q4 2022 was Janus Henderson Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q4 2022.