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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
BCMLT
951
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.42K
CSB
952
City State Bank
Iowa
$4K
AW
953
Avion Wealth
Texas
$4K +$1.45K +12 +71%
FMP
954
Financial Management Professionals
Texas
$4K +$3.5K +29 New
HCM
955
Hollencrest Capital Management
California
$3.75K
DIP
956
DT Investment Partners
Pennsylvania
$3.23K
NRG
957
Nemes Rush Group
Michigan
$3.23K
GPFA
958
Game Plan Financial Advisors
Ohio
$3.23K +$3.02K +25 New
GFL
959
Granite FO LLC
New Hampshire
$3.12K +$2.78K +23 New
SIC
960
SJS Investment Consulting
Ohio
$2.97K +$242 +2 +10%
CSC
961
Caldwell Sutter Capital
California
$2.97K
CWC
962
Carolinas Wealth Consulting
North Carolina
$2.92K +$121 +1 +5%
BTI
963
Blue Trust Inc
Georgia
$2.71K -$846 -7 -25%
JGIA
964
Jackson Grant Investment Advisers
Connecticut
$2.58K
DPW
965
DiNuzzo Private Wealth
Pennsylvania
$2.33K
IHWM
966
Iron Horse Wealth Management
Iowa
$2.33K
ECM
967
Everence Capital Management
Indiana
$2.18K
RCM
968
Raleigh Capital Management
North Carolina
$1.42K +$725 +6 +120%
W
969
WealthCollab
Washington
$1.29K
A
970
AlphaQuest
New York
$1.29K +$1.21K +10 New
WWP
971
WR Wealth Planners
Missouri
$1.29K +$1.21K +10 New
CSWM
972
Cassady Schiller Wealth Management
Ohio
$1.16K -$17.8K -147 -94%
FRA
973
Frank Rimerman Advisors
California
$1.16K
VCM
974
Versant Capital Management
Arizona
$1.16K
BCWM
975
Bartlett & Co Wealth Management
Ohio
$1.16K +$1.09K +9 New

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.