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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
CFGS
851
Concourse Financial Group Securities
Alabama
$65.7K +$14.3K +118 +30%
CYG
852
Clean Yield Group
Vermont
$64.9K -$11.8K -98 -16%
ATC
853
Advantage Trust Company
Kansas
$64.6K
SWM
854
Spire Wealth Management
Virginia
$63.5K +$725 +6 +1%
C
855
Covestor
United Kingdom
$62K -$24.3K -201 -29%
PAS
856
Point72 Asia (Singapore)
Singapore
$61.4K +$57.4K +475 New
NS
857
NBC Securities
Alabama
$61K +$9.3K +77 +19%
BIA
858
Bell Investment Advisors
California
$57.9K
LC
859
Lindbrook Capital
California
$56K +$2.17K +18 +4%
FHA
860
First Horizon Advisors
Tennessee
$50K +$4.59K +38 +11%
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$48.2K +$5.56K +46 +14%
AssetMark Inc
862
AssetMark Inc
California
$46.7K -$1.69K -14 -4%
CFFP
863
Center for Financial Planning
Michigan
$45.5K
TIM
864
Tortoise Investment Management
New York
$43.9K +$2.3K +19 +6%
HCP
865
Hexagon Capital Partners
Arkansas
$43.3K +$3.02K +25 +8%
HBW
866
Hazlett, Burt & Watson
West Virginia
$43K +$26.6K +220 +185%
HNB
867
Hilltop National Bank
Wyoming
$41.6K +$38.9K +322 New
CT
868
Caldwell Trust
Florida
$41.4K
FCA
869
FinTrust Capital Advisors
South Carolina
$41K +$24.2K +200 +171%
RFG
870
RFP Financial Group
Georgia
$40.7K -$16.7K -138 -30%
CJL
871
Cyrus J. Lawrence
New York
$40K +$37.5K +310 New
DJSG
872
D.J. St. Germain
Massachusetts
$38.8K -$15.9K -132 -31%
AT
873
Avalon Trust
New Mexico
$38.8K
TWC
874
TD Waterhouse Canada
Ontario, Canada
$38.1K -$34.2K -283 -53%
CFD
875
Creative Financial Designs
Indiana
$35.9K -$19.8K -164 -37%

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.