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Xylem
XYL

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: 10 → 13 (+3)

6% more capital invested

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

5% more funds holding

Funds holding: 987 → 1,033 (+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

Top Buyers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
+$332M
2
UBS AM
UBS AM
Illinois
+$105M
3
CHP
Castle Hook Partners
New York
+$85.9M
4
DZ Bank
DZ Bank
Germany
+$82.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$81.7M

Top Sellers

Rank Fund Capital Flow
1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$137M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$99.2M
3
Amundi
Amundi
France
-$96.9M
4
BlackRock
BlackRock
New York
-$90.4M
5
DB
Danske Bank
Denmark
-$81.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1001
Caldwell Sutter Capital
California
$3.12K – – –
AP
1002
Aspect Partners
Virginia
$3.12K +$3.13K +23 New
DPW
1003
DiNuzzo Private Wealth
Pennsylvania
$2.98K +$544 +4 +22%
HFA
1004
Hershey Financial Advisers
Pennsylvania
$2.98K +$2.99K +22 New
CWC
1005
Carolinas Wealth Consulting
North Carolina
$2.93K -$136 -1 -4%
JGIA
1006
Jackson Grant Investment Advisers
Connecticut
$2.71K – – –
ZB
1007
Zions Bancorporation
Utah
$2.58K -$4.49K -33 -63%
FW
1008
Fairway Wealth
Ohio
$2.58K +$2.58K +19 New
IHWM
1009
Iron Horse Wealth Management
Iowa
$2.44K – – –
ECM
1010
Everence Capital Management
Indiana
$2.2K – – –
WWP
1011
WR Wealth Planners
Missouri
$2.17K +$816 +6 +60%
WCM
1012
Winthrop Capital Management
Indiana
$2K +$2.04K +15 New
Jones Financial Companies
1013
Jones Financial Companies
Missouri
$1.9K -$131K -965 -99%
RCM
1014
Raleigh Capital Management
North Carolina
$1.49K – – –
CSWM
1015
Cassady Schiller Wealth Management
Ohio
$1.22K – – –
IC
1016
Innealta Capital
Texas
$1.22K +$1.22K +9 New
AssetMark Inc
1017
AssetMark Inc
California
$1.1K -$48K -353 -98%
CB
1018
Chris Bulman
California
$1.08K +$1.09K +8 New
TWD
1019
True Wealth Design
Ohio
$950 +$272 +2 +40%
GWM
1020
Geneos Wealth Management
Colorado
$814 – – –
WPA
1021
West Paces Advisors
Georgia
$814 – – –
CPG
1022
Cornerstone Planning Group
New Jersey
$757 +$816 +6 New
RI
1023
Ridgewood Investments
New Jersey
$713 +$680 +5 New
BCWM
1024
Bartlett & Co Wealth Management
Ohio
$678 -$544 -4 -44%
ADL
1025
Asset Dedication LLC
California
$543 -$68K -500 -99%
39 40
41
42 43

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.