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922 hedge funds and large institutions have $25.4B invested in Xylem in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 319 increasing their positions, 323 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $57.6M | Put options by funds: $14M

82% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 76

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

29% more capital invested

Capital invested by funds: $19.6B → $25.4B (+$5.75B)

6% more funds holding

Funds holding: 872922 (+50)

4.26% more ownership

Funds ownership: 87.88%92.14% (+4.3%)

1% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 323

Holders
922
Holders Change
+50
Holders Change %
+5.73%
% of All Funds
13.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
138
Increased
319
Reduced
323
Closed
76
Calls
$57.6M
Puts
$14M
Net Calls
+$43.6M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.21B +$18.7M +187,847 +0.7%
BlackRock
2
BlackRock
New York
$2.77B +$580K +5,813 +0%
State Street
3
State Street
Massachusetts
$1.15B +$5.71M +57,165 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$1.06B +$477M +4,783,365 +106%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.02B -$44.2M -443,336 -5%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$855M -$8.45M -84,660 -1%
Amundi
7
Amundi
France
$635M -$20.6M -205,918 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$604M +$12.2M +122,621 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$426M +$31.7M +317,661 +9%
Invesco
10
Invesco
Georgia
$388M -$79.1M -792,084 -19%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$351M +$6.95M +69,619 +2%
UBS AM
12
UBS AM
Illinois
$302M +$5.42M +54,354 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$289M +$1.67M +16,713 +0.7%
Northern Trust
14
Northern Trust
Illinois
$287M -$11M -109,793 -4%
Bank of America
15
Bank of America
North Carolina
$284M -$7.25M -72,675 -3%
CIP
16
Champlain Investment Partners
Vermont
$262M +$10.6M +106,490 +5%
American Century Companies
17
American Century Companies
Missouri
$238M -$8.09M -81,031 -4%
Swedbank
18
Swedbank
Sweden
$238M +$42.2M +422,710 +26%
AAB
19
ABN AMRO Bank
Netherlands
$235M -$8.97M -89,915 -4%
Impax Asset Management Group
20
Impax Asset Management Group
United Kingdom
$226M -$5.7M -57,109 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$224M +$8.5M +85,150 +5%
MU
22
Mirova US
Massachusetts
$214M -$1.2M -12,029 -0.6%
Deutsche Bank
23
Deutsche Bank
Germany
$213M +$17.3M +173,192 +10%
Goldman Sachs
24
Goldman Sachs
New York
$210M +$34.2M +343,004 +23%
Norges Bank
25
Norges Bank
Norway
$198M -$5.44M -54,491 -3%

XYL Hedge Fund Activity: Q4 2023 in Review

922 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q4 2023, worth a combined $25.4B — up 29% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new XYL positions and 76 closed out — a net gain of 62 holders — while 319 added to existing stakes and 323 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $477M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $79.6M.

  • 922 institutional investors held Xylem (XYL) as of Q4 2023, up from 872 in Q3 2023.
  • Funds reported $25.4B of Xylem stock for Q4 2023, up 29% quarter-over-quarter.
  • 138 funds opened new Xylem positions in Q4 2023 and 76 closed out, a net change of +62 holders.
  • The largest Xylem buyer in Q4 2023 was Morgan Stanley, an estimated $477M added.
  • The largest Xylem seller in Q4 2023 was Qube Research & Technologies (QRT), an estimated $79.6M sold.

Based on aggregated 13F filings for Q4 2023.