1,027 hedge funds and large institutions have $29.3B invested in Xylem in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 385 increasing their positions, 361 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+47
Holders Change %
+4.8%
% of All Funds
14.94%
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
385
Reduced
361
Closed
55
Calls
$116M
Puts
$41M
Net Calls
+$75M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FNWM
826
Financial Network Wealth Management
Utah
$217K +$217K +1,600 New
WJWM
827
Williams Jones Wealth Management
New York
$215K
PWPS
828
Pinnacle Wealth Planning Services
Ohio
$214K
FWCM
829
Ferguson Wellman Capital Management
Oregon
$211K +$211K +1,559 New
PWG
830
Portside Wealth Group
Utah
$210K -$16.8K -124 -7%
FG
831
Fiduciary Group
Georgia
$210K
OWMIAS
832
One Wealth Management Investment & Advisory Services
Florida
$210K -$23.5K -173 -10%
AO
833
Advisor OS
Illinois
$207K +$207K +1,530 New
HGA
834
Hobbs Group Advisors
South Carolina
$206K +$206K +1,522 New
RWP
835
Ridgecrest Wealth Partners
California
$206K +$206K +1,517 New
BJL
836
Brighton Jones LLC
Washington
$206K +$206K +1,516 New
MAS
837
Meeder Advisory Services
Ohio
$204K +$204K +1,504 New
CA
838
CoreCap Advisors
Michigan
$203K +$179K +1,322 +751%
SCI
839
S&CO Inc
Massachusetts
$203K +$203K +1,500 New
AA
840
Addison Advisors
Vermont
$202K +$11.1K +82 +6%
CCM
841
Canal Capital Management
Virginia
$201K +$201K +1,480 New
NIM
842
Northeast Investment Management
Massachusetts
$200K +$200K +1,475 New
AIM
843
Anchor Investment Management
South Carolina
$181K +$12.7K +94 +8%
O
844
Ossiam
France
$179K +$109K +807 +158%
FFA
845
Farther Finance Advisors
California
$174K -$4.08K -31 -2%
Kayne Anderson Rudnick Investment Management
846
Kayne Anderson Rudnick Investment Management
California
$171K
CA
847
Crewe Advisors
Utah
$163K
MG
848
Mather Group
Illinois
$160K +$15.6K +121 +11%
FDCP
849
Foster Dykema Cabot & Partners
Massachusetts
$160K +$8.95K +66 +6%
AF
850
Advisornet Financial
Minnesota
$151K -$2.71K -20 -2%