Xylem
827 hedge funds and large institutions have $18.3B invested in Xylem in 2021 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 301 increasing their positions, 258 reducing their positions, and 56 closing their positions.
95% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 56
17% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 258
6% more funds holding
Funds holding: 783 → 827 (+44)
0.89% less ownership
Funds ownership: 86.05% → 85.15% (-0.89%)
4% less capital invested
Capital invested by funds: $19B → $18.3B (-$668M)
21% less call options, than puts
Call options by funds: $17.9M | Put options by funds: $22.7M
86% less funds holding in top 10
Funds holding in top 10: 7 → 1 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$189M |
| 2 |
MU
Mirova US
Boston,
Massachusetts
|
+$140M |
| 3 |
BlackRock
New York
|
+$106M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$63.1M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$626M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$192M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$119M |
| 4 |
CCM
Cullen Capital Management
New York
|
-$75.7M |
| 5 |
MGIM
M&G Investment Management
London,
United Kingdom
|
-$65.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPA
876
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$3K | -30 | Closed |
|
|
RA
877
Resolute Advisors
San Francisco,
California
| – | -$3K | -26 | Closed |
|
|
PWM
878
Prentice Wealth Management
Rochester,
New York
| – | -$2K | -19 | Closed |
|
879
Twin Tree Management
Dallas,
Texas
| – | -$2K | -14 | Closed |
|
|
CFA
880
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1.12K | -9 | Closed |
|
|
CMBA
881
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$1K | -7 | Closed |
|
|
LWA
882
Lenox Wealth Advisors
New York
| – | -$1K | -6 | Closed |
|
|
CWM
883
Curi Wealth Management
Raleigh,
North Carolina
| – | +$124 | +1 | New |
|
XYL Hedge Fund Activity: Q4 2021 in Review
827 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2021, worth a combined $18.3B — down 3.5% from $19B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new XYL positions and 56 closed out — a net gain of 53 holders — while 301 added to existing stakes and 258 trimmed.
The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Parnassus Investments, cutting an estimated $626M.
- 827 institutional investors held Xylem (XYL) as of Q4 2021, up from 783 in Q3 2021.
- Funds reported $18.3B of Xylem stock for Q4 2021, down 3.5% quarter-over-quarter.
- 109 funds opened new Xylem positions in Q4 2021 and 56 closed out, a net change of +53 holders.
- The largest Xylem buyer in Q4 2021 was Ameriprise, an estimated $189M added.
- The largest Xylem seller in Q4 2021 was Parnassus Investments, an estimated $626M sold.
Based on aggregated 13F filings for Q4 2021.