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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
VCM
851
Vigilant Capital Management
Maine
$10K
EARNEST Partners
852
EARNEST Partners
Georgia
$9.69K
GKIM
853
GW&K Investment Management
Massachusetts
$9K +$8.57K +81 New
BAAM
854
Baker Avenue Asset Management
California
$8.78K
RA
855
Rational Advisors
New York
$8.56K
AF
856
Arrow Financial
New York
$8.22K
CFO
857
CVA Family Office
Colorado
$7.32K
CA
858
Centerpoint Advisors
Massachusetts
$7K +$6.34K +60 New
OC
859
Oakworth Capital
Alabama
$6.98K +$6.56K +62 New
CWC
860
Carolinas Wealth Consulting
North Carolina
$6.89K -$846 -8 -12%
BWP
861
Baldwin Wealth Partners
Massachusetts
$6.76K
BWL
862
Bogart Wealth LLC
Virginia
$6.64K +$6.24K +59 New
TC
863
Trium Capital
United Kingdom
$6.46K +$2.26M +21,362 +59%
ZB
864
Zions Bancorporation
Utah
$5.86K +$423 +4 +8%
MA
865
Montag & Associates
Georgia
$5.74K +$317 +3 +6%
MRCM
866
M&R Capital Management
New Jersey
$5.63K
FCAG
867
First Capital Advisors Group
New Jersey
$5.52K +$5.18K +49 New
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.18K +$4.87K +46 New
Loomis, Sayles & Company
869
Loomis, Sayles & Company
Massachusetts
$5K -$6.03K -57 -54%
FRA
870
Front Row Advisors
California
$5K
AA
871
AlphaMark Advisors
Kentucky
$5K +$4.87K +46 New
WTG
872
West Tower Group
Virginia
$4.84K +$4.55K +43 New
IGWM
873
ICA Group Wealth Management
Colorado
$4.83K
RI
874
Ridgewood Investments
New Jersey
$4.65K
SWA
875
Sutton Wealth Advisors
Florida
$4.5K

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.