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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
GAM
726
Griffin Asset Management
New York
$203K +$190K +1,800 New
IIM
727
Ipswich Investment Management
Massachusetts
$203K +$190K +1,800 New
RWP
728
Ridgecrest Wealth Partners
California
$203K +$190K +1,800 New
PWG
729
Portside Wealth Group
Utah
$202K +$190K +1,797 New
VSQM
730
V-Square Quantitative Management
Illinois
$201K +$189K +1,788 New
WC
731
Weil Company
California
$201K +$189K +1,786 New
NSIM
732
North Star Investment Management
Illinois
$195K
HIIFS
733
Harel Insurance Investments & Financial Services
Israel
$194K +$14K +132 +8%
CA
734
Clearstead Advisors
Ohio
$178K
ST
735
Smithfield Trust
Pennsylvania
$174K
AWM
736
Atticus Wealth Management
Florida
$172K +$56.2K +531 +53%
HSA
737
Hussman Strategic Advisors
Maryland
$168K +$157K +1,488 New
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K -$16K -151 -9%
AP
739
Arlington Partners
Alabama
$151K +$142K +1,343 New
DWMG
740
DB Wealth Management Group
California
$150K
AA
741
Addison Advisors
Vermont
$145K -$4.55K -43 -3%
SIM
742
Sentry Investment Management
Wisconsin
$143K -$479K -4,530 -78%
AIM
743
Anchor Investment Management
South Carolina
$139K
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
$126K +$12.6K +119 +12%
SSB
745
Sandy Spring Bank
Maryland
$125K +$58.1K +549 +98%
TFM
746
TFC Financial Management
Massachusetts
$120K +$317 +3 +0.3%
FFA
747
Farther Finance Advisors
California
$113K +$18.3K +173 +21%
FDCC
748
Foster Dykema Cabot & Co
Massachusetts
$113K
AA
749
Ancora Advisors
Ohio
$113K +$106K +1,000 New
EBA
750
Eagle Bay Advisors
New York
$112K -$2.43K -23 -2%

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.