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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
LF
876
Lee Financial
Texas
$4.39K +$1.9K +18 +86%
AWM
877
Abound Wealth Management
Tennessee
$4.28K +$1.06K +10 +36%
CQS
878
Credential Qtrade Securities
$4.05K
MHR
879
Matthew Hamilton Rosenberg
$3.94K
TAM
880
Tucker Asset Management
Colorado
$3.94K
KFS
881
Kelly Financial Services
Massachusetts
$3.83K +$3.6K +34 New
HCM
882
Hollencrest Capital Management
California
$3.27K
AAP
883
Arax Advisory Partners
Colorado
$3.27K +$3.07K +29 New
MCM
884
MV Capital Management
Maryland
$3.15K +$529 +5 +22%
SIC
885
SJS Investment Consulting
Ohio
$3.04K +$1.48K +14 +108%
SIA
886
SkyView Investment Advisors
New Jersey
$3K +$1.38K +13 +76%
CSB
887
City State Bank
Iowa
$3K +$2.96K +28 New
NRG
888
Nemes Rush Group
Michigan
$2.82K +$2.64K +25 New
DIP
889
DT Investment Partners
Pennsylvania
$2.8K
DI
890
Disciplined Investments
Oklahoma
$2.59K +$846 +8 +53%
CSC
891
Caldwell Sutter Capital
California
$2.59K +$2.43K +23 New
JGIA
892
Jackson Grant Investment Advisers
Connecticut
$2.25K
IPW
893
Impact Partnership Wealth
Georgia
$2.14K +$2.01K +19 New
IHWM
894
Iron Horse Wealth Management
Iowa
$2.03K
VCM
895
Versant Capital Management
Arizona
$1.8K +$1.06K +10 +167%
NIG
896
NFJ Investment Group
Texas
$1.58K -$887K -8,385 -100%
NSG
897
Nalls Sherbakoff Group
Tennessee
$1.2K
LFG
898
Larson Financial Group
Missouri
$1.13K
FMP
899
Financial Management Professionals
Texas
$1K +$846 +8 New
BG
900
Bollard Group
Massachusetts
$1K +$1.06K +10 New

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.