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1,016 hedge funds and large institutions have $29.3B invested in Xylem in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 420 increasing their positions, 324 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $95.1M | Put options by funds: $30.5M

30% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 324

0.34% less ownership

Funds ownership: 89.72%89.38% (-0.34%)

1% less capital invested

Capital invested by funds: $29.5B → $29.3B (-$215M)

8% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 80

2% less funds holding

Funds holding: 1,0331,016 (-17)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,016
Holders Change
-17
Holders Change %
-1.65%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
74
Increased
420
Reduced
324
Closed
80
Calls
$95.1M
Puts
$30.5M
Net Calls
+$64.6M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
801
Leavell Investment Management
Alabama
$227K
GT
802
Glenview Trust
Kentucky
$227K
MSF
803
Mustard Seed Financial
Arkansas
$226K +$535 +4 +0.2%
APWM
804
Argonautica Private Wealth Management
Massachusetts
$226K
MAS
805
Meeder Advisory Services
Ohio
$223K +$20.2K +151 +10%
NA
806
Navellier & Associates
Nevada
$223K +$535 +4 +0.2%
CD
807
Chapin Davis
Maryland
$222K +$268 +2 +0.1%
IWM
808
IHT Wealth Management
Illinois
$222K +$220K +1,647 New
AA
809
Advisory Alpha
Michigan
$221K -$2.94K -22 -1%
GA
810
Geller Advisors
New York
$219K +$1.6K +12 +0.7%
FCG
811
Fielder Capital Group
Tennessee
$219K +$669 +5 +0.3%
BCG
812
Breakwater Capital Group
New Jersey
$218K
EM
813
Excalibur Management
Massachusetts
$217K
WJWM
814
Williams Jones Wealth Management
New York
$217K +$3.35K +25 +2%
SMWM
815
Silvia McColl Wealth Management
California
$216K
VA
816
Valmark Advisers
Ohio
$216K +$214K +1,600 New
FNWM
817
Financial Network Wealth Management
Utah
$216K
CWM
818
Cornerstone Wealth Management
Missouri
$214K -$8.7K -65 -4%
PWPS
819
Pinnacle Wealth Planning Services
Ohio
$213K -$535 -4 -0.3%
OAM
820
Oxford Asset Management
United Kingdom
$212K +$210K +1,567 New
FWCM
821
Ferguson Wellman Capital Management
Oregon
$211K
WS
822
Wedbush Securities
California
$210K -$14.3K -107 -6%
BA
823
Bridgewater Associates
Connecticut
$210K -$14.8K -111 -7%
FG
824
Fiduciary Group
Georgia
$209K
HCM
825
Howard Capital Management
Georgia
$209K +$207K +1,548 New

XYL Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2024, worth a combined $29.3B — down 0.73% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of XYL and 74 opened new positions — a net loss of 6 holders — while 324 trimmed existing stakes and 420 added.

The largest buyer was Amundi, adding an estimated $129M. The largest seller was Citadel Advisors, cutting an estimated $130M.

  • 1,016 institutional investors held Xylem (XYL) as of Q3 2024, down from 1,033 in Q2 2024.
  • Funds reported $29.3B of Xylem stock for Q3 2024, down 0.73% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2024 and 80 closed out, a net change of -6 holders.
  • The largest Xylem buyer in Q3 2024 was Amundi, an estimated $129M added.
  • The largest Xylem seller in Q3 2024 was Citadel Advisors, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.