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Xylem
XYL

872 hedge funds and large institutions have $19.6B invested in Xylem in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 326 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $21.7M

4% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 314

0.21% less ownership

Funds ownership: 88.09% → 87.88% (-0.21%)

4% less funds holding

Funds holding: 908 → 872 (-36)

18% less capital invested

Capital invested by funds: $23.9B → $19.6B (-$4.31B)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

Holders
872
Holders Change
-36
Holders Change %
-3.96%
% of All Funds
13.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
72
Increased
326
Reduced
314
Closed
96
Calls
$45.4M
Puts
$21.7M
Net Calls
+$23.6M
Net Calls Change
+$44.7M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$125M
2
Invesco
Invesco
Georgia
+$112M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$112M
4
CIP
Champlain Investment Partners
Vermont
+$104M
5
American Century Companies
American Century Companies
Missouri
+$89.2M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$190M
2
Man Group
Man Group
United Kingdom
-$158M
3
BlackRock
BlackRock
New York
-$154M
4
Two Sigma Investments
Two Sigma Investments
New York
-$76.5M
5
Bank of America
Bank of America
North Carolina
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
951
Tilia Fiduciary Partners
North Carolina
– -$51.4K -456 Closed
CAS
952
Coppell Advisory Solutions
Texas
– -$44.5K -400 Closed
HWA
953
Heritage Wealth Advisors
Virginia
– -$45K -400 Closed
SSG
954
Summit Securities Group
New York
– -$35K -313 Closed
WP
955
WealthPLAN Partners
Nebraska
– -$15K -133 Closed
FGAM
956
Financial Gravity Asset Management
Texas
– -$63 -113 Closed
MIM
957
Macroview Investment Management
Maryland
– -$11.9K -106 Closed
AF
958
Arrow Financial
New York
– -$8.22K -73 Closed
CFO
959
CVA Family Office
Colorado
– -$7.32K -65 Closed
OC
960
Oakworth Capital
Alabama
– -$6.98K -62 Closed
AA
961
AlphaMark Advisors
Kentucky
– -$5K -46 Closed
IGWM
962
ICA Group Wealth Management
Colorado
– -$4.83K -43 Closed
RI
963
Ridgewood Investments
New Jersey
– -$4.65K -41 Closed
KFS
964
Kelly Financial Services
Massachusetts
– -$3.83K -34 Closed
DI
965
Disciplined Investments
Oklahoma
– -$2.59K -23 Closed
IPW
966
Impact Partnership Wealth
Georgia
– -$2.14K -19 Closed
BG
967
Bollard Group
Massachusetts
– -$1K -10 Closed
FMP
968
Financial Management Professionals
Texas
– -$1K -8 Closed
AW
969
Avion Wealth
Texas
– +$722 +7 New
35 36 37 38
39

XYL Hedge Fund Activity: Q3 2023 in Review

872 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2023, worth a combined $19.6B — down 18% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of XYL and 72 opened new positions — a net loss of 24 holders — while 314 trimmed existing stakes and 326 added.

The largest buyer was UBS AM, adding an estimated $125M. The largest seller was AllianceBernstein, cutting an estimated $190M.

  • 872 institutional investors held Xylem (XYL) as of Q3 2023, down from 908 in Q2 2023.
  • Funds reported $19.6B of Xylem stock for Q3 2023, down 18% quarter-over-quarter.
  • 72 funds opened new Xylem positions in Q3 2023 and 96 closed out, a net change of -24 holders.
  • The largest Xylem buyer in Q3 2023 was UBS AM, an estimated $125M added.
  • The largest Xylem seller in Q3 2023 was AllianceBernstein, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2023.