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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
CIA
826
Cape Investment Advisory
Georgia
$19.7K
UB
827
UMB Bank
Missouri
$19.1K -$1.06K -10 -6%
NC
828
NewSquare Capital
Pennsylvania
$18.7K -$2.12K -20 -11%
RTC
829
Riverview Trust Company
Washington
$18.2K
OAJ
830
Ogorek Anthony Joseph
New York
$18K
CSWM
831
Cassady Schiller Wealth Management
Ohio
$17.6K +$16.5K +156 New
TFGT
832
TS Financial Group (TSFG)
Illinois
$17K
MCA
833
Maryland Capital Advisors
Maryland
$16.9K
BTI
834
Blue Trust Inc
Georgia
$16K -$106K -1,006 -87%
WP
835
WealthPLAN Partners
Nebraska
$15K +$14.1K +133 New
NFSG
836
Newbridge Financial Services Group
Florida
$14.5K +$11.9K +113 +706%
FMTCOCP
837
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
VNA
838
Valley National Advisers
Pennsylvania
$14K
BONH
839
Bank of New Hampshire
New Hampshire
$14K
BLC
840
Brown, Lisle/Cummings
Rhode Island
$13.5K
FCA
841
FinTrust Capital Advisors
South Carolina
$12.9K
EWA
842
EverSource Wealth Advisors
Alabama
$12.7K +$2.33K +22 +24%
FWA
843
FSC Wealth Advisors
New York
$12.6K
FCG
844
Financial Connections Group
California
$12K
MIM
845
Macroview Investment Management
Maryland
$11.9K +$11.2K +106 New
1832 Asset Management
846
1832 Asset Management
Ontario, Canada
$11.3K
CT
847
Clearstead Trust
Maine
$11.3K
JWM
848
Janiczek Wealth Management
Colorado
$11.2K
CAL
849
Capital Analysts LLC
Pennsylvania
$11K -$11.1K -105 -51%
JWA
850
JFS Wealth Advisors
Pennsylvania
$10.6K +$3.6K +34 +57%

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.