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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
726
Center for Financial Planning
Michigan
$36.9K
IAIM
727
International Assets Investment Management
Florida
$36.4K +$36.2K +347 New
LS
728
Livforsakringsbolaget Skandia
Sweden
$35.4K
SWM
729
Spire Wealth Management
Virginia
$34.7K +$10.3K +99 +43%
FHA
730
First Horizon Advisors
Tennessee
$34.4K +$1.04K +10 +3%
AF
731
Advisornet Financial
Minnesota
$33.5K -$1.25K -12 -4%
CJL
732
Cyrus J. Lawrence
New York
$32K
CSPIA
733
Cary Street Partners Investment Advisory
Virginia
$31.9K -$5.22K -50 -14%
CB
734
CNB Bank
Pennsylvania
$31.9K
OCM
735
Orion Capital Management
California
$31.8K +$31.7K +304 New
SSC
736
Syverson Strege & Co
Iowa
$31.4K +$104 +1 +0.3%
AT
737
Avalon Trust
New Mexico
$31.4K +$31.3K +300 New
GFWA
738
Grey Fox Wealth Advisors
Delaware
$30.9K +$4.07K +39 +15%
CFD
739
Creative Financial Designs
Indiana
$28.9K +$28.8K +276 New
HA
740
Homestead Advisers
Virginia
$28K +$3.55K +34 +15%
TIM
741
Tortoise Investment Management
New York
$27.7K
POIA
742
Pin Oak Investment Advisors
Texas
$27K
GEA
743
Glen Eagle Advisors
New Jersey
$26.7K
IUHSA
744
Itau Unibanco Holding S.A.
Brazil
$26.7K
GBT
745
Grove Bank & Trust
Florida
$25.3K
C
746
Covestor
United Kingdom
$25K -$10.2K -98 -29%
TWA
747
TCI Wealth Advisors
Arizona
$24.3K +$18.1K +173 +293%
MFT
748
Moisand Fitzgerald Tamayo
Florida
$24K
FPFS
749
First Personal Financial Services
North Carolina
$23.6K
CAL
750
Capital Advisors Ltd
Ohio
$23K

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.