1,027 hedge funds and large institutions have $29.3B invested in Xylem in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 385 increasing their positions, 361 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+47
Holders Change %
+4.8%
% of All Funds
14.94%
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
385
Reduced
361
Closed
55
Calls
$116M
Puts
$41M
Net Calls
+$75M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
1001
Zions Bancorporation
Utah
$2.58K -$4.48K -33 -63%
FW
1002
Fairway Wealth
Ohio
$2.58K +$2.58K +19 New
IHWM
1003
Iron Horse Wealth Management
Iowa
$2.44K
ECM
1004
Everence Capital Management
Indiana
$2.2K
WWP
1005
WR Wealth Planners
Missouri
$2.17K +$814 +6 +60%
WCM
1006
Winthrop Capital Management
Indiana
$2K +$2K +15 New
Jones Financial Companies
1007
Jones Financial Companies
Missouri
$1.9K -$131K -965 -99%
RCM
1008
Raleigh Capital Management
North Carolina
$1.49K
CSWM
1009
Cassady Schiller Wealth Management
Ohio
$1.22K
IC
1010
Innealta Capital
Texas
$1.22K +$1.22K +9 New
AssetMark Inc
1011
AssetMark Inc
California
$1.1K -$48.7K -353 -98%
CB
1012
Chris Bulman
California
$1.09K +$1.09K +8 New
TWD
1013
True Wealth Design
Ohio
$950 +$271 +2 +40%
WPA
1014
West Paces Advisors
Georgia
$814
GWM
1015
Geneos Wealth Management
Colorado
$814
CPG
1016
Cornerstone Planning Group
New Jersey
$757 +$757 +6 New
RI
1017
Ridgewood Investments
New Jersey
$713 +$713 +5 New
BCWM
1018
Bartlett & Co Wealth Management
Ohio
$678 -$542 -4 -44%
ADL
1019
Asset Dedication LLC
California
$543 -$67.9K -500 -99%
OWA
1020
Opal Wealth Advisors
New York
$543
RAM
1021
Riggs Asset Management
Pennsylvania
$543 +$543 +4 New
UWS
1022
Unique Wealth Strategies
Illinois
$517 +$517 +4 New
SWA
1023
SOA Wealth Advisors
New York
$421 -$421 -3 -50%
HWP
1024
Highline Wealth Partners
California
$407 +$407 +3 New
PA
1025
Pineridge Advisors
Missouri
$271