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Xylem
XYL

818 hedge funds and large institutions have $17.2B invested in Xylem in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 276 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 43

27% more capital invested

Capital invested by funds: $13.6B → $17.2B (+$3.61B)

11% more funds holding

Funds holding: 740 → 818 (+78)

0.65% more ownership

Funds ownership: 86.2% → 86.85% (+0.65%)

3% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 276

33% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $20.6M

Holders
818
Holders Change
+78
Holders Change %
+10.54%
% of All Funds
13.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
139
Increased
268
Reduced
276
Closed
43
Calls
$13.9M
Puts
$20.6M
Net Calls
-$6.76M
Net Calls Change
-$11.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$232M
2
BlackRock
BlackRock
New York
+$160M
3
BL
BFSG LLC
California
+$45M
4
Millennium Management
Millennium Management
New York
+$39.9M
5
Invesco
Invesco
Georgia
+$26.3M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$71.2M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$65.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$42.6M
4
Man Group
Man Group
United Kingdom
-$30.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
801
Disciplined Investments
Oklahoma
$1.99K +$105 +1 +6%
EE
802
EWG Elevate
California
$1.88K +$1.78K +17 New
NFSG
803
Newbridge Financial Services Group
Florida
$1.77K – – –
NSB
804
Norway Savings Bank
Maine
$1.66K – – –
ECM
805
Everence Capital Management
Indiana
$1.62K – – –
FA
806
Fiduciary Alliance
South Carolina
$1.44K +$1.36K +13 New
NMG
807
New Millennium Group
Utah
$1.25K – – –
GWM
808
Geneos Wealth Management
Colorado
$1.11K – – –
EIM
809
Essex Investment Management
Massachusetts
$1K -$210 -2 -15%
AIC
810
Archer Investment Corporation
Indiana
$774 – – –
SWA
811
SOA Wealth Advisors
New York
$669 -$314 -3 -33%
VCM
812
Versant Capital Management
Arizona
$663 – – –
MPCL
813
My Personal CFO LLC
Washington
$332 +$314 +3 New
TWD
814
True Wealth Design
Ohio
$332 +$314 +3 New
TWP
815
TFO Wealth Partners
Ohio
$143 +$210 +2 New
CA
816
Corrado Advisors
New Jersey
$111 +$105 +1 New
FGAM
817
Financial Gravity Asset Management
Texas
$62 +$11.6K +111 New
JGC
818
J. Goldman & Co
New York
– -$18.7M -213,816 Closed
ECM
819
ExodusPoint Capital Management
New York
– -$13M -149,269 Closed
CIAS
820
CFS Investment Advisory Services
New Jersey
– -$1K -87,797 Closed
Balyasny Asset Management
821
Balyasny Asset Management
Illinois
– -$3.83M -43,878 Closed
VIA
822
Vident Investment Advisory
Georgia
– -$3.71M -42,622 Closed
ACG
823
Allen Capital Group
Nebraska
– -$2.88M -32,968 Closed
Holocene Advisors
824
Holocene Advisors
New York
– -$2.29M -26,242 Closed
WCA
825
Waratah Capital Advisors
Ontario, Canada
– -$2M -22,915 Closed
31 32
33
34 35

XYL Hedge Fund Activity: Q4 2022 in Review

818 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2022, worth a combined $17.2B — up 27% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new XYL positions and 43 closed out — a net gain of 96 holders — while 268 added to existing stakes and 276 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Janus Henderson Group, cutting an estimated $71.2M.

  • 818 institutional investors held Xylem (XYL) as of Q4 2022, up from 740 in Q3 2022.
  • Funds reported $17.2B of Xylem stock for Q4 2022, up 27% quarter-over-quarter.
  • 139 funds opened new Xylem positions in Q4 2022 and 43 closed out, a net change of +96 holders.
  • The largest Xylem buyer in Q4 2022 was Morgan Stanley, an estimated $232M added.
  • The largest Xylem seller in Q4 2022 was Janus Henderson Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q4 2022.