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1,016 hedge funds and large institutions have $29.3B invested in Xylem in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 420 increasing their positions, 324 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $95.1M | Put options by funds: $30.5M

30% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 324

0.34% less ownership

Funds ownership: 89.72%89.38% (-0.34%)

1% less capital invested

Capital invested by funds: $29.5B → $29.3B (-$215M)

8% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 80

2% less funds holding

Funds holding: 1,0331,016 (-17)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,016
Holders Change
-17
Holders Change %
-1.65%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
74
Increased
420
Reduced
324
Closed
80
Calls
$95.1M
Puts
$30.5M
Net Calls
+$64.6M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1001
Cassady Schiller Wealth Management
Ohio
$1.22K
GWM
1002
Geneos Wealth Management
Colorado
$1.22K +$401 +3 +50%
JFG
1003
JDM Financial Group
Texas
$1.08K +$1.07K +8 New
TWD
1004
True Wealth Design
Ohio
$946
FNWA
1005
Financial Network Wealth Advisors
Utah
$945 +$937 +7 New
WPA
1006
West Paces Advisors
Georgia
$810
CPG
1007
Cornerstone Planning Group
New Jersey
$779
BCWM
1008
Bartlett & Co Wealth Management
Ohio
$675
IAIM
1009
International Assets Investment Management
Florida
$557 +$9.99M +74,674 +13,455%
ZB
1010
Zions Bancorporation
Utah
$540 -$2.01K -15 -79%
SWA
1011
SOA Wealth Advisors
New York
$421
CA
1012
Crewe Advisors
Utah
$271 -$160K -1,198 -100%
PA
1013
Pineridge Advisors
Missouri
$270
RWM
1014
Reston Wealth Management
Virginia
$270 +$268 +2 New
WBC
1015
West Branch Capital
Massachusetts
$136 +$134 +1 New
CAS
1016
Coppell Advisory Solutions
Texas
$135
BAM
1017
Belpointe Asset Management
Nevada
$12
DWM
1018
Dogwood Wealth Management
Kansas
$2
Balyasny Asset Management
1019
Balyasny Asset Management
Illinois
-$120M -881,084 Closed
CHP
1020
Castle Hook Partners
New York
-$85.6M -631,096 Closed
Point72 Asset Management
1021
Point72 Asset Management
Connecticut
-$48.2M -355,729 Closed
PAMP
1022
Polar Asset Management Partners
Ontario, Canada
-$25.7M -189,300 Closed
Lord, Abbett & Co
1023
Lord, Abbett & Co
New Jersey
-$22.4M -165,431 Closed
CSS
1024
Cubist Systematic Strategies
Connecticut
-$20.3M -151,630 Closed
MAM
1025
Montanaro Asset Management
United Kingdom
-$15.7M -116,000 Closed

XYL Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2024, worth a combined $29.3B — down 0.73% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of XYL and 74 opened new positions — a net loss of 6 holders — while 324 trimmed existing stakes and 420 added.

The largest buyer was Amundi, adding an estimated $129M. The largest seller was Citadel Advisors, cutting an estimated $130M.

  • 1,016 institutional investors held Xylem (XYL) as of Q3 2024, down from 1,033 in Q2 2024.
  • Funds reported $29.3B of Xylem stock for Q3 2024, down 0.73% quarter-over-quarter.
  • 74 funds opened new Xylem positions in Q3 2024 and 80 closed out, a net change of -6 holders.
  • The largest Xylem buyer in Q3 2024 was Amundi, an estimated $129M added.
  • The largest Xylem seller in Q3 2024 was Citadel Advisors, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.