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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
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$101K
CBT
827
CoreFirst Bank & Trust
Kansas
$101K
DF
828
DecisionPoint Financial
Arizona
$99.3K
CB
829
CNB Bank
Pennsylvania
$98.4K
MA
830
MCF Advisors
Kentucky
$97.3K +$362 +3 +0.4%
KFI
831
Key Financial Inc
Pennsylvania
$95.8K
TH
832
TCTC Holdings
Texas
$94.7K
SIC
833
Salem Investment Counselors
North Carolina
$94.5K +$18.1K +150 +26%
AF
834
Allworth Financial
California
$93.2K +$1.45K +12 +2%
RFA
835
Register Financial Advisors
Georgia
$89.2K +$83.4K +690 New
FFA
836
First Foundation Advisors
California
$87.1K +$81.4K +674 New
PAM
837
Paradigm Asset Management
New York
$86.7K
LFG
838
Larson Financial Group
Missouri
$86.7K +$79.9K +661 +6,610%
WT
839
Washington Trust
Rhode Island
$80K
PWMG
840
Prestige Wealth Management Group
New Jersey
$80K +$2.3K +19 +3%
TPCW
841
TD Private Client Wealth
New York
$77.7K -$14K -116 -16%
CFM
842
Catalyst Funds Management
Australia
$77.5K +$72.5K +600 New
AWM
843
Avior Wealth Management
Nebraska
$77K +$71.3K +590 +9,833%
SC
844
SouthState Corp
Florida
$73.7K
TF
845
Tompkins Financial
New York
$68.9K +$13.7K +113 +27%
QC
846
Quent Capital
New York
$67.9K +$121 +1 +0.2%
CT
847
Colonial Trust
South Carolina
$67.9K
OCM
848
Orion Capital Management
California
$67.5K
O
849
Ossiam
France
$66K -$2.28M -18,909 -97%
ADL
850
Asset Dedication LLC
California
$66K

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.