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783 hedge funds and large institutions have $19B invested in Xylem in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 309 increasing their positions, 237 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

30% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 237

2% more funds holding

Funds holding: 771783 (+12)

3% more capital invested

Capital invested by funds: $18.5B → $19B (+$489M)

0.1% less ownership

Funds ownership: 86.15%86.05% (-0.1%)

29% less call options, than puts

Call options by funds: $20M | Put options by funds: $28.1M

Holders
783
Holders Change
+12
Holders Change %
+1.56%
% of All Funds
13.71%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
65
Increased
309
Reduced
237
Closed
44
Calls
$20M
Puts
$28.1M
Net Calls
-$8.1M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
126
R.H. Bluestein & Co
Michigan
$14.8M +$13.5M +104,722 +717%
SSWM
127
Smith Salley Wealth Management
North Carolina
$14.7M +$85.5K +664 +0.6%
KFS
128
Kurt F. Somerville
$14.5M +$11.2K +87 +0.1%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$14.2M +$5.59M +43,444 +63%
Jane Street
130
Jane Street
New York
$13.9M +$14.5M +112,551 New
AQR Capital Management
131
AQR Capital Management
Connecticut
$13.9M +$4.73M +36,720 +49%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$13.7M -$538K -4,184 -4%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M -$222K -1,725 -2%
EWA
134
Exencial Wealth Advisors
Oklahoma
$13.5M +$3.77M +29,320 +37%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$13.3M +$2.7M +20,956 +24%
VIM
136
Vancity Investment Management
British Columbia, Canada
$12.9M +$145K +1,128 +1%
OC
137
Oppenheimer & Co
New York
$12.7M -$4.44M -34,510 -25%
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$12.5M -$471K -3,663 -4%
VMPIC
139
Varma Mutual Pension Insurance Co
Finland
$12.4M +$1.54M +12,000 +14%
Stifel Financial
140
Stifel Financial
Missouri
$12.2M +$746K +5,800 +6%
BWP
141
Baldwin Wealth Partners
Massachusetts
$12M -$553K -4,295 -4%
Calamos Advisors
142
Calamos Advisors
Illinois
$12M +$1.12M +8,688 +10%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$12M -$130K -1,008 -1%
JMFC
144
J.M. Forbes & Co
Massachusetts
$12M +$209K +1,622 +2%
PFM
145
Premier Fund Managers
United Kingdom
$11.7M
Citadel Advisors
146
Citadel Advisors
Florida
$11.7M +$5.46M +42,408 +81%
CRB
147
Chad R. Baker
$11.6M
PA
148
Pinnacle Associates
New York
$11.5M -$39.3K -305 -0.3%
Credit Agricole
149
Credit Agricole
France
$11.4M +$64.2K +499 +0.5%
AAF
150
Andra AP-fonden
Sweden
$11.3M +$849K +6,600 +8%

XYL Hedge Fund Activity: Q3 2021 in Review

783 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q3 2021, worth a combined $19B — up 2.6% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new XYL positions and 44 closed out — a net gain of 21 holders — while 309 added to existing stakes and 237 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $51.5M. The largest seller was Impax Asset Management Group, cutting an estimated $146M.

  • 783 institutional investors held Xylem (XYL) as of Q3 2021, up from 771 in Q2 2021.
  • Funds reported $19B of Xylem stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 65 funds opened new Xylem positions in Q3 2021 and 44 closed out, a net change of +21 holders.
  • The largest Xylem buyer in Q3 2021 was Baillie Gifford & Co, an estimated $51.5M added.
  • The largest Xylem seller in Q3 2021 was Impax Asset Management Group, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.