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748 hedge funds and large institutions have $16.2B invested in Xylem in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 294 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $9.65M

27% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 231

2% more funds holding

Funds holding: 732748 (+16)

0% less capital invested

Capital invested by funds: $16.3B → $16.2B (-$21.8M)

0.89% less ownership

Funds ownership: 86.64%85.75% (-0.89%)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
748
Holders Change
+16
Holders Change %
+2.19%
% of All Funds
13.13%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
78
Increased
294
Reduced
231
Closed
55
Calls
$13.1M
Puts
$9.65M
Net Calls
+$3.48M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
776
Cypress Point Wealth Management
Texas
-$214K -2,100 Closed
RWA
777
Ropes Wealth Advisors
Massachusetts
-$107K -1,048 Closed
ASN
778
Advisory Services Network
Georgia
-$101K -987 Closed
ICP
779
Interchange Capital Partners
Pennsylvania
-$87K -863 Closed
CAAS
780
Capital Asset Advisory Services
Michigan
-$87K -857 Closed
Acadian Asset Management
781
Acadian Asset Management
Massachusetts
-$85K -836 Closed
FWM
782
FSA Wealth Management
Massachusetts
-$76K -750 Closed
VCG
783
Vantage Consulting Group
Virginia
-$74K -726 Closed
ECM
784
Estabrook Capital Management
New York
-$71.3K -700 Closed
PWM
785
Perigon Wealth Management
California
-$66K -652 Closed
MCM
786
McMillion Capital Management
North Carolina
-$65K -634 Closed
HGWM
787
Harvest Group Wealth Management
Massachusetts
-$60K -594 Closed
PWPS
788
Pinnacle Wealth Planning Services
Ohio
-$49K -481 Closed
CTFG
789
Capstone Triton Financial Group
Oklahoma
-$46K -454 Closed
FMT
790
First Mercantile Trust
Tennessee
-$46K -450 Closed
TIAM2
791
Tru Independence Asset Management 2
Oregon
-$19K -186 Closed
CYG
792
Clean Yield Group
Vermont
-$14K -141 Closed
IWP
793
IAG Wealth Partners
Wisconsin
-$12K -110 Closed
FFC
794
Fure Financial Corporation
Minnesota
-$4K -98 Closed
MA
795
MUFG Americas
New York
-$7K -68 Closed
RPWA
796
Regent Peak Wealth Advisors
Georgia
-$6K -56 Closed
AWG
797
Altus Wealth Group
Colorado
-$4K -42 Closed
HFS
798
Hantz Financial Services
Michigan
-$3K -33 Closed
BSSFA
799
Baron Silver Stevens Financial Advisors
Florida
-$2K -24 Closed
BWA
800
Burt Wealth Advisors
Maryland
-$2K -21 Closed

XYL Hedge Fund Activity: Q1 2021 in Review

748 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2021, worth a combined $16.2B — down 0.13% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XYL positions and 55 closed out — a net gain of 23 holders — while 294 added to existing stakes and 231 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $91.3M. The largest seller was TCW Group, cutting an estimated $104M.

  • 748 institutional investors held Xylem (XYL) as of Q1 2021, up from 732 in Q4 2020.
  • Funds reported $16.2B of Xylem stock for Q1 2021, down 0.13% quarter-over-quarter.
  • 78 funds opened new Xylem positions in Q1 2021 and 55 closed out, a net change of +23 holders.
  • The largest Xylem buyer in Q1 2021 was Aristotle Capital Management, an estimated $91.3M added.
  • The largest Xylem seller in Q1 2021 was TCW Group, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.