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908 hedge funds and large institutions have $23.9B invested in Xylem in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 441 increasing their positions, 198 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 61

123% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 198

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $18B → $23.9B (+$5.93B)

8% more funds holding

Funds holding: 837908 (+71)

6.65% less ownership

Funds ownership: 94.74%88.09% (-6.7%)

41% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $51.9M

Holders
908
Holders Change
+71
Holders Change %
+8.48%
% of All Funds
14.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
136
Increased
441
Reduced
198
Closed
61
Calls
$30.8M
Puts
$51.9M
Net Calls
-$21.1M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$35.6M +$7.84M +74,087 +31%
Prudential Financial
102
Prudential Financial
New Jersey
$35.3M +$15.8M +149,605 +91%
RG
103
Rathbones Group
United Kingdom
$35.2M +$3.15M +29,790 +11%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$34.8M -$51.6K -488 -0.2%
Holocene Advisors
105
Holocene Advisors
New York
$33.8M -$11.1M -105,078 -26%
PWLP
106
Prio Wealth Limited Partnership
Massachusetts
$32.8M -$688K -6,503 -2%
Canada Life
107
Canada Life
Manitoba, Canada
$32M -$2.44M -23,037 -8%
TC
108
TwinBeech Capital
New York
$30.2M +$28.4M +268,375 New
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$29.3M +$11.4M +108,185 +71%
BCAM
110
Boston Common Asset Management
Massachusetts
$26.8M -$434K -4,104 -2%
PL
111
Perpetual Ltd
Australia
$26.3M +$897K +8,480 +4%
OCBCO
112
Oversea-Chinese Banking Corp (OCBC)
Singapore
$26.1M -$752K -7,107 -3%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$25.8M +$1.72M +16,232 +8%
Neuberger Berman Group
114
Neuberger Berman Group
New York
$25.1M +$22.1M +209,095 +1,534%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$24.2M +$2.38M +22,490 +12%
JAM
116
Jupiter Asset Management
United Kingdom
$23.5M
TAM
117
Trillium Asset Management
Massachusetts
$23.2M -$11.8M -111,520 -35%
WP
118
Woodline Partners
California
$22.9M +$18.2M +172,259 +560%
TAM
119
Thematics Asset Management
France
$22.5M +$10.2M +96,640 +94%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$22.3M +$19.8M +186,972 +1,415%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$22.2M +$6.38M +60,338 +44%
M&T Bank
122
M&T Bank
New York
$21.8M +$235K +2,226 +1%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$21.8M +$269K +2,546 +1%
HTHT
124
Hemenway Trust Hemenway Trust
New Hampshire
$21.6M +$371K +3,512 +2%
AM
125
AGF Management
Ontario, Canada
$21.3M +$5.28M +49,952 +36%

XYL Hedge Fund Activity: Q2 2023 in Review

908 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q2 2023, worth a combined $23.9B — up 33% from $18B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XYL positions and 61 closed out — a net gain of 75 holders — while 441 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $708M. The largest seller was OFI Invest Asset Management, cutting an estimated $221M.

  • 908 institutional investors held Xylem (XYL) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $23.9B of Xylem stock for Q2 2023, up 33% quarter-over-quarter.
  • 136 funds opened new Xylem positions in Q2 2023 and 61 closed out, a net change of +75 holders.
  • The largest Xylem buyer in Q2 2023 was Vanguard Group, an estimated $708M added.
  • The largest Xylem seller in Q2 2023 was OFI Invest Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2023.