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1,033 hedge funds and large institutions have $29.5B invested in Xylem in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 387 increasing their positions, 363 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $116M | Put options by funds: $41M

113% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 56

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

6% more capital invested

Capital invested by funds: $27.9B → $29.5B (+$1.6B)

5% more funds holding

Funds holding: 9871,033 (+46)

7% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 363

0.35% more ownership

Funds ownership: 89.37%89.72% (+0.35%)

Holders
1,033
Holders Change
+46
Holders Change %
+4.66%
% of All Funds
14.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
119
Increased
387
Reduced
363
Closed
56
Calls
$116M
Puts
$41M
Net Calls
+$75M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
876
Cromwell Holdings
Wyoming
$100K +$100K +738 New
TH
877
TCTC Holdings
Texas
$99.4K
M
878
MOTCO
Texas
$94.9K +$95.2K +700 New
RFA
879
Register Financial Advisors
Georgia
$93.8K +$272 +2 +0.3%
RIL
880
Rothschild Investment LLC
Illinois
$93.7K +$61.4K +451 +188%
FFA
881
First Foundation Advisors
California
$91.4K
LS
882
Livforsakringsbolaget Skandia
Sweden
$90.9K -$27.2K -200 -23%
WBC
883
Westpac Banking Corp
Australia
$90.3K -$315K -2,314 -78%
PWMG
884
Prestige Wealth Management Group
New Jersey
$84K
TPCW
885
TD Private Client Wealth
New York
$80.8K -$680 -5 -0.8%
SIC
886
Salem Investment Counselors
North Carolina
$78.8K -$20.4K -150 -21%
SC
887
SouthState Corp
Florida
$77.3K
C
888
Covestor
United Kingdom
$77K +$11.6K +85 +18%
IAIM
889
International Assets Investment Management
Florida
$75.2K +$75.5K +555 New
QC
890
Quent Capital
New York
$72.9K +$1.77K +13 +2%
TF
891
Tompkins Financial
New York
$72.3K
CT
892
Colonial Trust
South Carolina
$71.5K +$272 +2 +0.4%
OCM
893
Orion Capital Management
California
$70.8K
CFGS
894
Concourse Financial Group Securities
Alabama
$69.2K +$272 +2 +0.4%
ATC
895
Advantage Trust Company
Kansas
$67.8K
SWM
896
Spire Wealth Management
Virginia
$66.7K +$136 +1 +0.2%
CYG
897
Clean Yield Group
Vermont
$64K -$4.08K -30 -6%
PCM
898
Penserra Capital Management
California
$64K -$418K -3,069 -87%
TFF
899
The Family Firm
Maryland
$62.1K +$62.3K +458 New
BIA
900
Bell Investment Advisors
California
$60.8K

XYL Hedge Fund Activity: Q2 2024 in Review

1,033 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2024, worth a combined $29.5B — up 5.7% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new XYL positions and 56 closed out — a net gain of 63 holders — while 387 added to existing stakes and 363 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $332M. The largest seller was Pictet Asset Management, cutting an estimated $137M.

  • 1,033 institutional investors held Xylem (XYL) as of Q2 2024, up from 987 in Q1 2024.
  • Funds reported $29.5B of Xylem stock for Q2 2024, up 5.7% quarter-over-quarter.
  • 119 funds opened new Xylem positions in Q2 2024 and 56 closed out, a net change of +63 holders.
  • The largest Xylem buyer in Q2 2024 was Swedbank, an estimated $332M added.
  • The largest Xylem seller in Q2 2024 was Pictet Asset Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.