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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
PTC
876
Private Trust Company
Ohio
$35.7K -$1.57K -13 -4%
HA
877
Homestead Advisers
Virginia
$34.5K
DF
878
Dunhill Financial
United Kingdom
$33.6K +$362 +3 +1%
POIA
879
Pin Oak Investment Advisors
Texas
$33K
WB
880
Webster Bank
Connecticut
$32.1K +$7.37K +61 +33%
PP
881
Pacifica Partners
Canada
$31.9K
RIL
882
Rothschild Investment LLC
Illinois
$31K
BGAI
883
Bruce G. Allen Investments
Colorado
$30.1K
GBT
884
Grove Bank & Trust
Florida
$30K
FPFS
885
First Personal Financial Services
North Carolina
$29.1K
CAL
886
Capital Advisors Ltd
Ohio
$28K +$725 +6 +3%
GEA
887
Glen Eagle Advisors
New Jersey
$26.7K -$6.04K -50 -20%
WIA
888
Wetzel Investment Advisors
Indiana
$26.4K
GIA
889
GHP Investment Advisors
Colorado
$26K
FUBT
890
First United Bank & Trust
Maryland
$25.8K
SC
891
Steph & Co
Wisconsin
$25.8K
UB
892
UMB Bank
Missouri
$25.1K +$362 +3 +2%
EWA
893
EverSource Wealth Advisors
Alabama
$24.7K +$9.3K +77 +69%
CA
894
CoreCap Advisors
Michigan
$22.7K +$21.3K +176 New
CIA
895
Cape Investment Advisory
Georgia
$22.6K -$1.81K -15 -8%
NC
896
NewSquare Capital
Pennsylvania
$21.5K
OAJ
897
Ogorek Anthony Joseph
New York
$21K
RTC
898
Riverview Trust Company
Washington
$20.9K +$19.6K +162 New
PPC
899
Park Place Capital
Alabama
$20.4K -$46.9K -388 -71%
SAM
900
Smartleaf Asset Management
Massachusetts
$19.7K +$16.6K +137 +913%

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.