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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
DAM
701
Delta Asset Management
Tennessee
$299K
GIA
702
Guyasuta Investment Advisors
Pennsylvania
$298K
FCP
703
Fidelis Capital Partners
Florida
$296K +$5.08K +42 +2%
BWM
704
BlackDiamond Wealth Management
New York
$294K -$19.7K -163 -7%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$288K +$604 +5 +0.2%
UBV
706
United Bank (Virginia)
Virginia
$284K
CGL
707
Clarius Group LLC
Washington
$283K -$20.3K -168 -7%
CFB
708
Cullen/Frost Bankers
Texas
$282K -$15.8K -131 -6%
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$281K -$30.2K -250 -10%
S
710
Sachetta
Massachusetts
$281K
FFM
711
Forum Financial Management
Illinois
$281K -$14.5K -120 -5%
HIIFS
712
Harel Insurance Investments & Financial Services
Israel
$279K +$23.3K +193 +10%
CCFM
713
Clear Creek Financial Management
Washington
$276K +$258K +2,134 New
DWP
714
Daymark Wealth Partners
Ohio
$274K -$43.7K -362 -15%
AG
715
AIA Group
Hong Kong
$273K -$47.6K -394 -16%
CAAS
716
Capital Asset Advisory Services
Michigan
$272K -$152K -1,259 -37%
FCCM
717
First City Capital Management
Georgia
$268K
NL
718
NWAM LLC
Washington
$266K +$233K +1,926 New
FPAS
719
Focus Partners Advisor Solutions
Missouri
$265K +$247K +2,048 New
KP
720
Keel Point
Alabama
$263K +$34.7K +287 +16%
SC
721
Syon Capital
California
$263K -$207K -1,717 -46%
AAM
722
Advisors Asset Management
Colorado
$262K -$77.1K -638 -24%
SC
723
Savant Capital
Illinois
$262K +$245K +2,027 New
ZIM
724
Zacks Investment Management
Illinois
$262K +$2.42K +20 +1%
WPC
725
Wedmont Private Capital
Pennsylvania
$261K +$3.75K +31 +2%

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.