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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
AA
801
Addison Advisors
Vermont
$181K -$5.08K -42 -3%
T
802
TOBAM
France
$179K -$4.35K -36 -3%
FFA
803
Farther Finance Advisors
California
$174K +$28.5K +236 +21%
Kayne Anderson Rudnick Investment Management
804
Kayne Anderson Rudnick Investment Management
California
$163K -$121 -1 -0.1%
SIM
805
Sentry Investment Management
Wisconsin
$162K
AIM
806
Anchor Investment Management
South Carolina
$161K +$725 +6 +0.5%
CA
807
Clearstead Advisors
Ohio
$156K -$47.7K -395 -26%
CA
808
Crewe Advisors
Utah
$155K +$145K +1,200 New
LSA
809
Leonteq Securities AG
Switzerland
$149K -$11K -91 -7%
AF
810
Advisornet Financial
Minnesota
$147K +$9.3K +77 +7%
FDCP
811
Foster Dykema Cabot & Partners
Massachusetts
$144K +$13.3K +110 +11%
ST
812
Smithfield Trust
Pennsylvania
$142K
TFM
813
TFC Financial Management
Massachusetts
$138K +$121 +1 +0.1%
USB
814
Union Savings Bank
Connecticut
$132K -$221K -1,831 -64%
TCM
815
Tradewinds Capital Management
Washington
$129K +$121K +1,000 New
MG
816
Mather Group
Illinois
$128K +$135K +1,120 New
Jones Financial Companies
817
Jones Financial Companies
Missouri
$127K +$118K +979 New
FWM
818
FSA Wealth Management
Massachusetts
$125K +$121 +1 +0.1%
PWA
819
Provenance Wealth Advisors
Florida
$116K
SSB
820
Sandy Spring Bank
Maryland
$116K
LS
821
Livforsakringsbolaget Skandia
Sweden
$112K
BBHC
822
Brown Brothers Harriman & Co
New York
$112K
PD
823
Point72 (DIFC)
United Arab Emirates
$109K +$102K +842 New
AA
824
Alta Advisers
United Kingdom
$103K
SN
825
Sittner & Nelson
Oregon
$103K

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.