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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
TWC
801
TD Waterhouse Canada
Ontario, Canada
$37.1K -$14.2K -134 -29%
TIM
802
Tortoise Investment Management
New York
$36.2K +$5.92K +56 +21%
CT
803
Caldwell Trust
Florida
$36K -$16.9K -160 -33%
MPWT
804
MassMutual Private Wealth & Trust
Connecticut
$35.8K +$11.1K +105 +49%
CFD
805
Creative Financial Designs
Indiana
$35K +$3.7K +35 +13%
SSG
806
Summit Securities Group
New York
$35K -$4.12K -39 -11%
TWM
807
Tradition Wealth Management
Minnesota
$35K +$32.5K +307 New
AT
808
Avalon Trust
New Mexico
$33.8K
YAL
809
Your Advocates Ltd
Texas
$33.8K +$31.7K +300 New
CB
810
CNB Bank
Pennsylvania
$31.5K -$2.64K -25 -8%
BSB
811
Bangor Savings Bank
Maine
$31K +$11.4K +108 +65%
HA
812
Homestead Advisers
Virginia
$30.1K
POIA
813
Pin Oak Investment Advisors
Texas
$29K
GEA
814
Glen Eagle Advisors
New Jersey
$28.8K +$106 +1 +0.4%
FHA
815
First Horizon Advisors
Tennessee
$27.5K -$8.99K -85 -26%
GBT
816
Grove Bank & Trust
Florida
$27.3K
SWM
817
Spire Wealth Management
Virginia
$26K -$10.6K -100 -30%
MFT
818
Moisand Fitzgerald Tamayo
Florida
$25.8K
FPFS
819
First Personal Financial Services
North Carolina
$25.3K
CAL
820
Capital Advisors Ltd
Ohio
$24K
AFIA
821
America First Investment Advisors
Nebraska
$22.5K
SC
822
Steph & Co
Wisconsin
$22.5K
TWP
823
TFO Wealth Partners
Ohio
$22.1K +$20.5K +194 +9,700%
WB
824
Webster Bank
Connecticut
$21.1K
Cohen & Steers
825
Cohen & Steers
New York
$20K +$8.57K +81 +82%

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.