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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
JLBC
751
J.L. Bainbridge & Co
Florida
$233K
MSFS
752
Main Street Financial Solutions
Pennsylvania
$232K +$2.42K +20 +1%
WC
753
Weil Company
California
$231K
QT
754
Quantbot Technologies
New York
$230K -$2.01M -16,676 -90%
PCIA
755
Prime Capital Investment Advisors
Kansas
$229K -$4.95K -41 -2%
TCA
756
Tortoise Capital Advisors
Kansas
$227K -$1.29M -10,635 -86%
MW
757
Marcum Wealth
Ohio
$225K +$211K +1,744 New
WS
758
Wedbush Securities
California
$225K +$210K +1,738 New
NSIM
759
North Star Investment Management
Illinois
$224K
OWMIAS
760
One Wealth Management Investment & Advisory Services
Florida
$222K +$208K +1,721 New
AA
761
Advisory Alpha
Michigan
$221K +$207K +1,713 New
CWM
762
Chemistry Wealth Management
New York
$221K -$21.7K -180 -10%
CL
763
Choreo LLC
Illinois
$220K +$206K +1,705 New
LAM
764
Lakewood Asset Management
Illinois
$220K +$205K +1,700 New
MBT
765
Montecito Bank & Trust
California
$218K -$110K -914 -35%
WA
766
Wealth Alliance
New York
$218K +$204K +1,686 New
AWM
767
Apollon Wealth Management
South Carolina
$218K -$20.2K -167 -9%
GT
768
Glenview Trust
Kentucky
$217K +$203K +1,682 New
MCA
769
Magnolia Capital Advisors
Mississippi
$217K +$205K +1,699 New
PWG
770
Portside Wealth Group
Utah
$216K -$9.18K -76 -4%
APWM
771
Argonautica Private Wealth Management
Massachusetts
$216K +$202K +1,672 New
VIA
772
Virtus Investment Advisers
Connecticut
$216K +$202K +1,672 New
IWM
773
IHT Wealth Management
Illinois
$215K +$201K +1,666 New
LIM
774
Leavell Investment Management
Alabama
$215K +$201K +1,662 New
MSF
775
Mustard Seed Financial
Arkansas
$215K +$201K +1,664 New

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.