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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
AssetMark Inc
751
AssetMark Inc
California
$111K +$33.8K +320 +48%
PFBT
752
Parkside Financial Bank & Trust
Missouri
$109K +$31.5K +298 +45%
BWM
753
BerganKDV Wealth Management
Minnesota
$108K -$7.61K -72 -7%
AF
754
Allworth Financial
California
$103K -$322K -3,045 -77%
BBHC
755
Brown Brothers Harriman & Co
New York
$97.4K
N
756
Natixis
France
$96.1K +$90.2K +853 New
RFA
757
Register Financial Advisors
Georgia
$95.7K +$317 +3 +0.4%
CFB
758
Cullen/Frost Bankers
Texas
$93.8K -$318K -3,008 -78%
AA
759
Alta Advisers
United Kingdom
$90.1K
SN
760
Sittner & Nelson
Oregon
$90.1K
CBT
761
CoreFirst Bank & Trust
Kansas
$87.7K
CCA
762
Column Capital Advisors
Indiana
$84.5K
DF
763
DecisionPoint Financial
Arizona
$84.5K
MA
764
MCF Advisors
Kentucky
$84.5K
KFI
765
Key Financial Inc
Pennsylvania
$83.5K +$4.34K +41 +6%
RFG
766
RFP Financial Group
Georgia
$82.1K +$77.1K +729 New
PAM
767
Paradigm Asset Management
New York
$75.6K
T
768
TOBAM
France
$73K -$91.9K -869 -57%
KTC
769
Kistler-Tiffany Companies
Pennsylvania
$72K +$9.2K +87 +16%
MCM
770
McMillion Capital Management
North Carolina
$71.4K +$67K +634 New
AIM
771
Achmea Investment Management
Netherlands
$69K
PWMG
772
Prestige Wealth Management Group
New Jersey
$67.6K
CYG
773
Clean Yield Group
Vermont
$67.6K +$24.1K +228 +61%
QC
774
Quent Capital
New York
$67K +$1.69K +16 +3%
SIC
775
Salem Investment Counselors
North Carolina
$65.4K

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.