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837 hedge funds and large institutions have $18B invested in Xylem in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 76

18% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 266

7.89% more ownership

Funds ownership: 86.85%94.74% (+7.9%)

2% more funds holding

Funds holding: 818837 (+19)

5% more capital invested

Capital invested by funds: $17.2B → $18B (+$838M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

34% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $57M

Holders
837
Holders Change
+19
Holders Change %
+2.32%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
110
Increased
314
Reduced
266
Closed
76
Calls
$37.5M
Puts
$57M
Net Calls
-$19.5M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
876
Exencial Wealth Advisors
Oklahoma
-$236K -2,138 Closed
EH
877
Equitable Holdings
New York
-$228K -2,066 Closed
AOWM
878
Alpha Omega Wealth Management
Virginia
-$225K -2,031 Closed
PSC
879
Prentiss Smith & Co
Vermont
-$221K -2,001 Closed
MNBTD
880
Moody National Bank Trust Division
Texas
-$211K -1,910 Closed
IP
881
Investment Partners
Ohio
-$210K -1,900 Closed
CWM
882
Chemistry Wealth Management
New York
-$209K -1,892 Closed
LWM
883
Laidlaw Wealth Management
New York
-$209K -1,886 Closed
FAFN
884
First Affirmative Financial Network
Colorado
-$207K -1,873 Closed
PGIM
885
Pacific Global Investment Management
California
-$207K -1,873 Closed
ISL
886
Ingalls & Snyder LLC
New York
-$206K -1,866 Closed
WAP
887
Wealthcare Advisory Partners
Pennsylvania
-$205K -1,855 Closed
TF
888
TIAA FSB
Florida
-$205K -1,852 Closed
AWM
889
Apollon Wealth Management
South Carolina
-$203K -1,836 Closed
FAM
890
Fenimore Asset Management
New York
-$201K -1,817 Closed
BCM
891
Brainard Capital Management
Texas
-$200K -1,809 Closed
MCC
892
Money Concepts Capital
Florida
-$165K -1,496 Closed
MS
893
Madden Securities
Texas
-$111K -1,000 Closed
DCM
894
Dupont Capital Management
Delaware
-$73.3K -663 Closed
AF
895
Affiance Financial
Minnesota
-$55.3K -500 Closed
CSWM
896
Cassady Schiller Wealth Management
Ohio
-$34.1K -308 Closed
PO
897
Private Ocean
California
-$15.3K -138 Closed
FGAM
898
Financial Gravity Asset Management
Texas
-$62 -111 Closed
MWM
899
MinichMacGregor Wealth Management
New York
-$11.1K -100 Closed
FCB
900
First Command Bank
Texas
-$10K -88 Closed

XYL Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2023, worth a combined $18B — up 4.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XYL positions and 76 closed out — a net gain of 34 holders — while 314 added to existing stakes and 266 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 837 institutional investors held Xylem (XYL) as of Q1 2023, up from 818 in Q4 2022.
  • Funds reported $18B of Xylem stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 110 funds opened new Xylem positions in Q1 2023 and 76 closed out, a net change of +34 holders.
  • The largest Xylem buyer in Q1 2023 was BlackRock, an estimated $106M added.
  • The largest Xylem seller in Q1 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2023.