Xylem
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.
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: 9 → 10 (+1)
10% more capital invested
Capital invested by funds: $25.4B → $27.9B (+$2.51B)
7% more funds holding
Funds holding: 922 → 987 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$303M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$130M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$74.4M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$44.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$556M |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$238M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$98.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$88.4M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$80M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
1026
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$17.2K | -150 | Closed |
|
|
NFSG
1027
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$14.8K | -129 | Closed |
|
|
IUHSA
1028
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$13K | -114 | Closed |
|
|
HT
1029
Headlands Technologies
Chicago,
Illinois
| – | -$11.6K | -101 | Closed |
|
1030
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$10K | -85 | Closed |
|
|
IGWM
1031
ICA Group Wealth Management
Denver,
Colorado
| – | -$4.94K | -43 | Closed |
|
|
TAM
1032
Tucker Asset Management
Littleton,
Colorado
| – | -$4K | -35 | Closed |
|
|
LA
1033
LM Advisors
San Diego,
California
| – | -$2.17K | -19 | Closed |
|
|
IBOK
1034
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$1.6K | -14 | Closed |
|
|
EWM
1035
Evermay Wealth Management
Arlington,
Virginia
| – | -$344 | -3 | Closed |
|
|
TVAMP
1036
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$234 | -2 | Closed |
|
|
LF
1037
Lee Financial
Dallas,
Texas
| – | -$115 | -1 | Closed |
|
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.