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1,033 hedge funds and large institutions have $29.5B invested in Xylem in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 387 increasing their positions, 363 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $116M | Put options by funds: $41M

113% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 56

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more capital invested

Capital invested by funds: $27.9B → $29.5B (+$1.6B)

5% more funds holding

Funds holding: 9871,033 (+46)

7% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 363

0.35% more ownership

Funds ownership: 89.37%89.72% (+0.35%)

Holders
1,033
Holders Change
+46
Holders Change %
+4.66%
% of All Funds
14.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
119
Increased
387
Reduced
363
Closed
56
Calls
$116M
Puts
$41M
Net Calls
+$75M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
826
Geller Advisors
New York
$219K -$136 -1 -0.1%
EM
827
Excalibur Management
Massachusetts
$218K
SMWM
828
Silvia McColl Wealth Management
California
$217K
FNWM
829
Financial Network Wealth Management
Utah
$217K +$218K +1,600 New
WJWM
830
Williams Jones Wealth Management
New York
$215K
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$214K
FWCM
832
Ferguson Wellman Capital Management
Oregon
$211K +$212K +1,559 New
PWG
833
Portside Wealth Group
Utah
$210K -$16.9K -124 -7%
FG
834
Fiduciary Group
Georgia
$210K
OWMIAS
835
One Wealth Management Investment & Advisory Services
Florida
$210K -$23.5K -173 -10%
AO
836
Advisor OS
Illinois
$207K +$208K +1,530 New
HGA
837
Hobbs Group Advisors
South Carolina
$206K +$207K +1,522 New
RWP
838
Ridgecrest Wealth Partners
California
$206K +$206K +1,517 New
BJL
839
Brighton Jones LLC
Washington
$206K +$206K +1,516 New
MAS
840
Meeder Advisory Services
Ohio
$204K +$205K +1,504 New
CA
841
CoreCap Advisors
Michigan
$203K +$180K +1,322 +751%
SCI
842
S&CO Inc
Massachusetts
$203K +$204K +1,500 New
AA
843
Addison Advisors
Vermont
$202K +$11.2K +82 +6%
CCM
844
Canal Capital Management
Virginia
$201K +$201K +1,480 New
NIM
845
Northeast Investment Management
Massachusetts
$200K +$201K +1,475 New
AIM
846
Anchor Investment Management
South Carolina
$181K +$12.8K +94 +8%
O
847
Ossiam
France
$179K +$110K +807 +158%
FFA
848
Farther Finance Advisors
California
$174K -$4.22K -31 -2%
Kayne Anderson Rudnick Investment Management
849
Kayne Anderson Rudnick Investment Management
California
$171K
CA
850
Crewe Advisors
Utah
$163K

XYL Hedge Fund Activity: Q2 2024 in Review

1,033 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2024, worth a combined $29.5B — up 5.7% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new XYL positions and 56 closed out — a net gain of 63 holders — while 387 added to existing stakes and 363 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $332M. The largest seller was Pictet Asset Management, cutting an estimated $137M.

  • 1,033 institutional investors held Xylem (XYL) as of Q2 2024, up from 987 in Q1 2024.
  • Funds reported $29.5B of Xylem stock for Q2 2024, up 5.7% quarter-over-quarter.
  • 119 funds opened new Xylem positions in Q2 2024 and 56 closed out, a net change of +63 holders.
  • The largest Xylem buyer in Q2 2024 was Swedbank, an estimated $332M added.
  • The largest Xylem seller in Q2 2024 was Pictet Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.