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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
PPC
776
Park Place Capital
Alabama
$65.2K
SC
777
SouthState Corp
Florida
$64.2K
NL
778
NVWM LLC
Pennsylvania
$63.4K +$38.4K +363 +182%
GWS
779
Glassman Wealth Services
Virginia
$61.7K +$317 +3 +0.6%
CT
780
Colonial Trust
South Carolina
$59.2K -$1.27K -12 -2%
BWA
781
BDO Wealth Advisors
Florida
$58.8K +$106 +1 +0.2%
ADL
782
Asset Dedication LLC
California
$56K
WT
783
Washington Trust
Rhode Island
$51.7K +$33.7K +319 +228%
TFP
784
Tilia Fiduciary Partners
North Carolina
$51.4K +$48.2K +456 New
GI
785
Gradient Investments
Minnesota
$50.5K +$846 +8 +2%
BIA
786
Bell Investment Advisors
California
$49.6K -$317 -3 -0.7%
LC
787
Lindbrook Capital
California
$49.3K +$1.8K +17 +4%
C
788
Covestor
United Kingdom
$49K +$20.4K +193 +80%
Kayne Anderson Rudnick Investment Management
789
Kayne Anderson Rudnick Investment Management
California
$48.4K +$45.4K +429 +42,900%
DJSG
790
D.J. St. Germain
Massachusetts
$45.9K +$43.1K +408 New
HWA
791
Heritage Wealth Advisors
Virginia
$45K
TF
792
Tompkins Financial
New York
$45K
KFP
793
KB Financial Partners
New Jersey
$45K
CAS
794
Coppell Advisory Solutions
Texas
$44.5K +$42.3K +400 New
HCP
795
Hexagon Capital Partners
Arkansas
$44.3K
CFFP
796
Center for Financial Planning
Michigan
$39.6K
CFGS
797
Concourse Financial Group Securities
Alabama
$39.5K -$7.93K -75 -18%
AF
798
Advisornet Financial
Minnesota
$38.9K +$2.64K +25 +8%
LS
799
Livforsakringsbolaget Skandia
Sweden
$38.1K
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$37.2K +$2.64K +25 +8%

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.