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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
776
Valley National Advisers
Pennsylvania
$12K
FWA
777
FSC Wealth Advisors
New York
$11.7K +$11.7K +112 New
Loomis, Sayles & Company
778
Loomis, Sayles & Company
Massachusetts
$11K -$4.7K -45 -30%
FCG
779
Financial Connections Group
California
$11K
HGERS
780
Householder Group Estate & Retirement Specialist
Arizona
$11K
1832 Asset Management
781
1832 Asset Management
Ontario, Canada
$10.5K
CT
782
Clearstead Trust
Maine
$10.5K
JWM
783
Janiczek Wealth Management
Colorado
$10.3K +$3.76K +36 +57%
Cohen & Steers
784
Cohen & Steers
New York
$10K
VCM
785
Vigilant Capital Management
Maine
$10K
CA
786
Crewe Advisors
Utah
$9.63K
EWA
787
EverSource Wealth Advisors
Alabama
$9.53K -$57.4K -550 -86%
EARNEST Partners
788
EARNEST Partners
Georgia
$9K
BAAM
789
Baker Avenue Asset Management
California
$8.17K -$325K -3,115 -98%
RA
790
Rational Advisors
New York
$7.96K
AF
791
Arrow Financial
New York
$7.64K
CWC
792
Carolinas Wealth Consulting
North Carolina
$7.22K +$2.82K +27 +64%
CFO
793
CVA Family Office
Colorado
$6.81K
JWA
794
JFS Wealth Advisors
Pennsylvania
$6.28K -$418 -4 -6%
BWP
795
Baldwin Wealth Partners
Massachusetts
$6.28K
Commonwealth Equity Services
796
Commonwealth Equity Services
Massachusetts
$6.04K +$346K +3,317 +6%
SC
797
Schubert & Co
Texas
$5.65K -$313 -3 -5%
MRCM
798
M&R Capital Management
New Jersey
$5.24K
ZB
799
Zions Bancorporation
Utah
$5.03K -$522 -5 -9%
MA
800
Montag & Associates
Georgia
$5.03K

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.