Xylem
818 hedge funds and large institutions have $17.2B invested in Xylem in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 268 increasing their positions, 276 reducing their positions, and 43 closing their positions.
223% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 43
27% more capital invested
Capital invested by funds: $13.6B → $17.2B (+$3.61B)
11% more funds holding
Funds holding: 740 → 818 (+78)
0.65% more ownership
Funds ownership: 86.2% → 86.85% (+0.65%)
3% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 276
33% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $20.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$232M |
| 2 |
BlackRock
New York
|
+$160M |
| 3 |
BL
BFSG LLC
Irvine,
California
|
+$45M |
| 4 |
Millennium Management
New York
|
+$39.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$71.2M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$65.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$42.6M |
| 4 |
Man Group
London,
United Kingdom
|
-$30.1M |
| 5 |
D.E. Shaw & Co
New York
|
-$21.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
851
Beaumont Asset Management
Beaumont,
Texas
| – | -$203K | -2,333 | Closed |
|
852
Simplex Trading
Chicago,
Illinois
| – | -$122K | -1,166 | Closed |
|
853
Parallax Volatility Advisers
San Francisco,
California
| – | -$65K | -749 | Closed |
|
|
SWM
854
Selective Wealth Management
Forest,
Virginia
| – | -$61K | -700 | Closed |
|
|
MCM
855
McMillion Capital Management
Greensboro,
North Carolina
| – | -$55K | -634 | Closed |
|
|
HFS
856
Hantz Financial Services
Southfield,
Michigan
| – | -$7K | -80 | Closed |
|
|
HH
857
HWG Holdings
Houston,
Texas
| – | -$1K | -16 | Closed |
|
|
RCM
858
Raleigh Capital Management
Cary,
North Carolina
| – | -$1K | -12 | Closed |
|
|
EW
859
Evoke Wealth
Los Angeles,
California
| – | -$1K | -11 | Closed |
|
|
JFA
860
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1K | -10 | Closed |
|
|
ADL
861
Asset Dedication LLC
San Francisco,
California
| – | +$419 | +4 | New |
|
XYL Hedge Fund Activity: Q4 2022 in Review
818 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2022, worth a combined $17.2B — up 27% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new XYL positions and 43 closed out — a net gain of 96 holders — while 268 added to existing stakes and 276 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Janus Henderson Group, cutting an estimated $71.2M.
- 818 institutional investors held Xylem (XYL) as of Q4 2022, up from 740 in Q3 2022.
- Funds reported $17.2B of Xylem stock for Q4 2022, up 27% quarter-over-quarter.
- 139 funds opened new Xylem positions in Q4 2022 and 43 closed out, a net change of +96 holders.
- The largest Xylem buyer in Q4 2022 was Morgan Stanley, an estimated $232M added.
- The largest Xylem seller in Q4 2022 was Janus Henderson Group, an estimated $71.2M sold.
Based on aggregated 13F filings for Q4 2022.