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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
CAL
926
Capital Analysts LLC
Pennsylvania
$13K
RAM
927
Ramirez Asset Management
New York
$12.9K
AGWCA
928
Annis Gardner Whiting Capital Advisors
Florida
$12.9K +$242 +2 +2%
BL
929
BFSG LLC
California
$12.9K +$12.1K +100 New
GKIM
930
GW&K Investment Management
Massachusetts
$11K
ACA
931
American Capital Advisory
Idaho
$10.5K
JWM
932
Janiczek Wealth Management
Colorado
$10.3K
DMIC
933
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.69K +$9.06K +75 New
CPA
934
Clear Point Advisors
New York
$9.44K
AWM
935
Abound Wealth Management
Tennessee
$8.66K +$4.23K +35 +109%
MCM
936
MV Capital Management
Maryland
$7.88K +$242 +2 +3%
BWP
937
Baldwin Wealth Partners
Massachusetts
$7.75K
BWL
938
Bogart Wealth LLC
Virginia
$7.63K
PAI
939
Pittenger & Anderson Inc
Nebraska
$7.24K
N
940
Natixis
France
$7.11K -$162K -1,337 -96%
CFO
941
CVA Family Office
Colorado
$7.11K
ZB
942
Zions Bancorporation
Utah
$6.72K
MA
943
Montag & Associates
Georgia
$6.59K
MRCM
944
M&R Capital Management
New Jersey
$6.46K
YAL
945
Your Advocates Ltd
Texas
$6.46K
FRA
946
Front Row Advisors
California
$5.82K +$5.44K +45 New
MAM
947
Meeder Asset Management
Ohio
$5.43K +$5.08K +42 New
AWM
948
Activest Wealth Management
Florida
$5.04K +$4.71K +39 New
CQS
949
Credential Qtrade Securities
$4.65K
MHR
950
Matthew Hamilton Rosenberg
$4.5K

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.