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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
OR
701
Olympiad Research
Connecticut
$226K -$366K -3,458 -63%
PAIM
702
Punch & Associates Investment Management
Minnesota
$225K
HWM
703
HB Wealth Management
Georgia
$225K +$212K +2,000 New
P8IP
704
Pier 88 Investment Partners
California
$223K +$209K +1,980 New
SBH
705
Segall Bryant & Hamill
Illinois
$222K +$209K +1,975 New
WBC
706
Westpac Banking Corp
Australia
$222K -$1.4M -13,223 -87%
WPC
707
Wedmont Private Capital
Pennsylvania
$222K +$1.9K +18 +0.9%
AWM
708
Aries Wealth Management
Maine
$221K +$207K +1,958 New
RMDI
709
R.M. Davis Inc
Maine
$220K
PI
710
PEAK6 Investments
Illinois
$217K -$28K -265 -12%
TF
711
Threadgill Financial
Texas
$215K
MNBTD
712
Moody National Bank Trust Division
Texas
$215K +$202K +1,910 New
MIM
713
Moseley Investment Management
Florida
$215K -$635 -6 -0.3%
I
714
IMPACTfolio
Colorado
$214K +$201K +1,904 New
IP
715
Investment Partners
Ohio
$214K +$201K +1,900 New
CWM
716
Chemistry Wealth Management
New York
$213K +$200K +1,892 New
ISL
717
Ingalls & Snyder LLC
New York
$211K +$198K +1,874 New
CCC
718
Chelsea Counsel Company
California
$208K -$52.9K -500 -21%
TPCW
719
TD Private Client Wealth
New York
$207K +$35.5K +336 +22%
BC
720
Bridgefront Capital
Texas
$205K +$192K +1,820 New
FAM
721
Fenimore Asset Management
New York
$205K +$192K +1,817 New
AAG
722
Armstrong Advisory Group
Massachusetts
$205K +$44.2K +418 +30%
MBT
723
Montecito Bank & Trust
California
$204K -$21.2K -200 -10%
LWM
724
Laidlaw Wealth Management
New York
$204K +$191K +1,808 New
JLBC
725
J.L. Bainbridge & Co
Florida
$203K -$95.2K -900 -33%

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.