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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
Empower Advisory Group
176
Empower Advisory Group
Colorado
$11M -$18.1K -171 -0.2%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$11M +$1.88M +17,781 +22%
DnB Asset Management
178
DnB Asset Management
Norway
$10.9M +$2.59M +24,451 +34%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$10.7M -$4.75M -44,894 -32%
VOYA Investment Management
180
VOYA Investment Management
Georgia
$10.6M +$1.89M +17,835 +23%
RCW
181
Rheos Capital Works
Japan
$10.6M -$9.21M -87,100 -48%
CRB
182
Chad R. Baker
$10.6M -$2.12K -20 -0%
TIM
183
Triodos Investment Management
Netherlands
$10.5M +$9.84M +93,000 New
SSWM
184
Smith Salley Wealth Management
North Carolina
$10.4M -$55.8K -528 -0.6%
CF
185
Covea Finance
France
$10.3M
MCC
186
Money Concepts Capital
Florida
$10.2M +$9.62M +91,000 New
Calamos Advisors
187
Calamos Advisors
Illinois
$10.2M
Credit Agricole
188
Credit Agricole
France
$9.93M -$88.5K -837 -0.9%
MSV
189
MN Services Vermogensbeheer
Netherlands
$9.69M -$275K -2,600 -3%
NAMM
190
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.54M +$963K +9,104 +12%
BC
191
Brookfield Corp
Ontario, Canada
$9.37M -$5.13M -48,535 -37%
HighTower Advisors
192
HighTower Advisors
Illinois
$9.36M +$1.54M +14,570 +21%
Nomura Asset Management
193
Nomura Asset Management
Japan
$9.3M +$1.43M +13,485 +20%
Royal London Asset Management
194
Royal London Asset Management
United Kingdom
$9.26M +$2.02M +19,142 +30%
BFO
195
Boston Family Office
Massachusetts
$9.14M +$99.6K +942 +1%
JF
196
Jump Financial
Illinois
$8.99M +$4.36M +41,239 +107%
UCFA
197
United Capital Financial Advisors
Texas
$8.93M +$1.33M +12,587 +19%
JMFC
198
J.M. Forbes & Co
Massachusetts
$8.91M -$2.09M -19,760 -20%
SAM
199
Silvercrest Asset Management
New York
$8.8M +$57.6K +545 +0.7%
CNB
200
Camden National Bank
Maine
$8.65M -$90.9K -860 -1%

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.