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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
TIAA Trust, National Association
726
TIAA Trust, National Association
North Carolina
$256K +$13.9K +115 +6%
CIA
727
Choate Investment Advisors
Massachusetts
$256K +$239K +1,982 New
DA
728
Dash Acquisitions
California
$254K -$23.6K -195 -9%
CFG
729
Citizens Financial Group
Rhode Island
$253K -$1.21K -10 -0.5%
AWM
730
Aries Wealth Management
Maine
$253K
TPWA
731
TRUE Private Wealth Advisors
Oregon
$253K
TF
732
Threadgill Financial
Texas
$252K +$1.57K +13 +0.7%
MCCP
733
Mission Creek Capital Partners
California
$251K -$16.9K -140 -7%
CWM
734
Connecticut Wealth Management
Connecticut
$251K +$13.3K +110 +6%
RJT
735
Raymond James Trust
Florida
$250K -$42.9K -355 -15%
MA
736
MONECO Advisors
Connecticut
$249K -$3.14K -26 -1%
BWP
737
BSW Wealth Partners
Colorado
$249K +$233K +1,927 New
HWM
738
Hohimer Wealth Management
Washington
$248K +$232K +1,920 New
BIM
739
Baldwin Investment Management
Pennsylvania
$247K
RMDI
740
R.M. Davis Inc
Maine
$246K
CAM
741
Cidel Asset Management
Ontario, Canada
$241K
Connor, Clark & Lunn Investment Management (CC&L)
742
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239K -$1.27M -10,472 -85%
CCC
743
Chelsea Counsel Company
California
$238K
BFA
744
Beaumont Financial Advisors
Massachusetts
$237K +$221K +1,833 New
DWT
745
Dorsey & Whitney Trust
South Dakota
$237K +$221K +1,832 New
BTWM
746
Baker Tilly Wealth Management
Wisconsin
$236K -$19.9K -165 -8%
CIS
747
Continental Investors Services
Washington
$235K +$604 +5 +0.3%
CCA
748
Checchi Capital Advisers
California
$234K -$1.45K -12 -0.7%
GAM
749
Griffin Asset Management
New York
$233K
IIM
750
Ipswich Investment Management
Massachusetts
$233K

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.