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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
CWM
776
Cornerstone Wealth Management
Missouri
$213K +$199K +1,651 New
RIA
777
Realta Investment Advisors
Delaware
$213K +$199K +1,646 New
CD
778
Chapin Davis
Maryland
$213K +$199K +1,645 New
NA
779
Navellier & Associates
Nevada
$213K +$199K +1,644 New
CC
780
Corton Capital
Ontario, Canada
$212K -$254K -2,098 -56%
EWM
781
Evercore Wealth Management
New York
$212K +$198K +1,639 New
MIM
782
Moseley Investment Management
Florida
$212K +$198K +1,639 New
IWC
783
Integrated Wealth Concepts
Massachusetts
$211K +$198K +1,635 New
BHCM
784
Brevan Howard Capital Management
Jersey
$211K +$197K +1,630 New
PGIM
785
Pacific Global Investment Management
California
$210K +$197K +1,628 New
FCG
786
Fielder Capital Group
Tennessee
$209K +$195K +1,617 New
BCG
787
Breakwater Capital Group
New Jersey
$209K +$195K +1,616 New
GA
788
Geller Advisors
New York
$208K -$58K -480 -23%
EM
789
Excalibur Management
Massachusetts
$208K +$194K +1,608 New
AAG
790
Armstrong Advisory Group
Massachusetts
$208K
SMWM
791
Silvia McColl Wealth Management
California
$205K +$193K +1,600 New
WJWM
792
Williams Jones Wealth Management
New York
$204K +$191K +1,582 New
CHC
793
City Holding Co
West Virginia
$204K -$38.7K -320 -17%
PWPS
794
Pinnacle Wealth Planning Services
Ohio
$204K +$191K +1,579 New
AWM
795
Atticus Wealth Management
Florida
$203K +$4.95K +41 +3%
RCA
796
Resonant Capital Advisors
Wisconsin
$201K +$188K +1,559 New
BIP
797
Blueprint Investment Partners
North Carolina
$200K -$37.8K -313 -17%
FG
798
Fiduciary Group
Georgia
$200K +$187K +1,549 New
GI
799
GAMMA Investing
California
$196K +$31.9K +264 +21%
GRP
800
Global Retirement Partners
California
$190K -$27.2K -225 -13%

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.