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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.

New
Increased
Maintained
Reduced
Closed

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: 910 (+1)

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.51B)

7% more funds holding

Funds holding: 922987 (+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%)

Holders
987
Holders Change
+65
Holders Change %
+7.05%
% of All Funds
14.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
127
Increased
336
Reduced
359
Closed
49
Calls
$78.9M
Puts
$24.1M
Net Calls
+$54.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
201
TD Asset Management
Ontario, Canada
$10.9M +$143K +1,186 +1%
PCM
202
Pinnbrook Capital Management
New York
$10.8M +$10.1M +83,911 New
Nomura Asset Management
203
Nomura Asset Management
Japan
$10.8M +$246K +2,038 +2%
CF
204
Covea Finance
France
$10.4M -$1.3M -10,766 -12%
BFO
205
Boston Family Office
Massachusetts
$10.3M -$262K -2,167 -3%
JMFC
206
J.M. Forbes & Co
Massachusetts
$10.3M -$219K -1,810 -2%
CA
207
Commerzbank Aktiengesellschaft
Germany
$10.3M +$920K +7,610 +11%
MC
208
Middleton & Co
Massachusetts
$10.1M +$54.6K +452 +0.6%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$9.99M -$355K -2,941 -4%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$9.98M +$379K +3,139 +4%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$9.88M +$985K +8,151 +12%
MCM
212
Mattern Capital Management
Colorado
$9.83M -$548K -4,536 -6%
RIG
213
Renaissance Investment Group
Massachusetts
$9.68M +$199K +1,650 +2%
SSWM
214
Smith Salley Wealth Management
North Carolina
$9.6M -$3.07M -25,400 -25%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$9.56M +$143K +1,182 +2%
OC
216
Oppenheimer & Co
New York
$9.52M -$182K -1,503 -2%
CNB
217
Camden National Bank
Maine
$9.44M -$294K -2,435 -3%
BCB
218
Brian C. Broderick
$9.07M +$92.2K +763 +1%
Daiwa Securities Group
219
Daiwa Securities Group
Japan
$9.01M +$1.72M +14,276 +26%
EAM
220
EdenTree Asset Management
United Kingdom
$8.94M -$1.17M -9,662 -12%
BF
221
BOK Financial
Oklahoma
$8.87M +$7.55M +62,485 +968%
SAM
222
Shell Asset Management
Netherlands
$8.75M -$312K -2,578 -4%
MJP
223
Michael J. Puzo
$8.72M +$574K +4,747 +8%
Two Sigma Investments
224
Two Sigma Investments
New York
$8.65M +$2.25M +18,601 +38%
SG Americas Securities
225
SG Americas Securities
New York
$8.59M -$4.22M -34,940 -34%

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.