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XYL Holdings Changes image
This page summarizes the XYL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether XYL is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing XYL Share Count
Cambridge Investment Research Advisors Inc. 18,050 38,713 +20,663 +114.48%
Aquila Investment Management LLC 4,000 6,000 +2,000 +50.00%
Webster Bank N. A. 187 248 +61 +32.62%
Rheos Capital Works Inc. 93,900 120,900 +27,000 +28.75%
Tompkins Financial Corp 420 533 +113 +26.90%
Salem Investment Counselors Inc. 581 731 +150 +25.82%
Howard Capital Management Group LLC 3,083 3,761 +678 +21.99%
GAMMA Investing LLC 1,256 1,520 +264 +21.02%
Berkshire Bank 3,889 4,658 +769 +19.77%
NBC Securities Inc. 396 473 +77 +19.44%
V Square Quantitative Management LLC 5,031 6,004 +973 +19.34%
Keel Point LLC 1,751 2,038 +287 +16.39%
Assenagon Asset Management S.A. 207,834 241,659 +33,825 +16.28%
KAMES CAPITAL plc 649,617 752,818 +103,201 +15.89%
PFG Investments LLC 7,898 9,086 +1,188 +15.04%
Massmutual Trust Co. FSB ADV 327 373 +46 +14.07%
Brown Advisory Inc. 8,203 9,225 +1,022 +12.46%
SJS Investment Consulting Inc. 21 23 +2 +9.52%
Hexagon Capital Partners LLC 310 335 +25 +8.06%
Park Avenue Securities LLC 2,883 3,114 +231 +8.01%
AdvisorNet Financial Inc 1,059 1,136 +77 +7.27%
Regions Financial Corp 2,731 2,915 +184 +6.74%
LVW Advisors LLC 4,121 4,390 +269 +6.53%
Veriti Management LLC 7,443 7,912 +469 +6.30%
Albion Financial Group UT 12,494 13,247 +753 +6.03%
Raymond James & Associates 106,631 113,055 +6,424 +6.02%
Wealthfront Advisers LLC 25,038 26,501 +1,463 +5.84%
Banque Cantonale Vaudoise 36,506 37,857 +1,351 +3.70%
MV Capital Management Inc. 59 61 +2 +3.39%
Capital Advisors Ltd. LLC 208 214 +6 +2.88%
Maryland State Retirement & Pension System 18,105 18,608 +503 +2.78%
Fifth Third Bancorp 42,211 43,364 +1,153 +2.73%
Atticus Wealth Management LLC 1,529 1,570 +41 +2.68%
Raymond James Financial Services Advisors Inc. 24,422 25,050 +628 +2.57%
IFM Investors Pty Ltd 45,519 46,461 +942 +2.07%
Hanson & Doremus Investment Management 7,181 7,313 +132 +1.84%
Azzad Asset Management Inc. ADV 19,035 19,348 +313 +1.64%
Fulcrum Capital LLC 54,991 55,863 +872 +1.59%
Wedmont Private Capital 1,995 2,026 +31 +1.55%
Robeco Institutional Asset Management B.V. 240,337 244,009 +3,672 +1.53%
Brown Miller Wealth Management LLC 11,368 11,524 +156 +1.37%
Baker Chad R 97,765 99,010 +1,245 +1.27%
Spire Wealth Management 485 491 +6 +1.24%
Main Street Financial Solutions LLC 1,778 1,798 +20 +1.12%
Dynamic Advisor Solutions LLC 6,627 6,697 +70 +1.06%
Hall Laurie J Trustee 32,442 32,737 +295 +0.91%
Blossom Wealth Management 2,690 2,710 +20 +0.74%
Threadgill Financial LLC 1,938 1,951 +13 +0.67%
Thrive Wealth Management LLC 5,866 5,903 +37 +0.63%
Gulf International Bank UK Ltd 20,528 20,648 +120 +0.58%
Allen Capital Group LLC 38,805 39,009 +204 +0.53%
Czech National Bank 42,223 42,417 +194 +0.46%
Mountain Pacific Investment Advisers Inc. ID 371,672 373,264 +1,592 +0.43%
MCF Advisors LLC 750 753 +3 +0.40%
Premier Path Wealth Partners LLC 2,935 2,943 +8 +0.27%
CENTRAL TRUST Co 5,014 5,024 +10 +0.20%
Round Rock Advisors LLC 4,495 4,504 +9 +0.20%
Miracle Mile Advisors LLC 7,941 7,956 +15 +0.19%
State of Michigan Retirement System 65,975 66,075 +100 +0.15%
Patten Group Inc. 31,112 31,157 +45 +0.14%
Mcrae Capital Management Inc. 3,471 3,474 +3 +0.09%
Lantz Financial LLC 2,450 2,452 +2 +0.08%
13F Filers Reporting New Positions In XYL
Wiley BROS. Aintree Capital LLC 0 3,798 +3,798 +100%
Chapin Davis Inc. 0 1,645 +1,645 +100%
Moseley Investment Management Inc. 0 1,639 +1,639 +100%
Leavell Investment Management Inc. 0 1,662 +1,662 +100%
American National Bank & Trust Co. VA 0 26,672 +26,672 +100%
First Citizens Bank & Trust Co. 0 8,506 +8,506 +100%
BSW Wealth Partners 0 1,927 +1,927 +100%
Mather Group LLC. 0 1,120 +1,120 +100%
Community Financial Services Group LLC 0 18,447 +18,447 +100%
Financial Management Professionals Inc. 0 29 +29 +100%
Riverview Trust Co 0 162 +162 +100%
Tradewinds Capital Management LLC 0 1,000 +1,000 +100%
Cornerstone Wealth Management LLC 0 1,651 +1,651 +100%
Bfsg LLC 0 100 +100 +100%
Coastal Investment Advisors Inc. 0 1,646 +1,646 +100%
Aurum Wealth Management Group LLC 0 1,744 +1,744 +100%
Game Plan Financial Advisors LLC 0 25 +25 +100%
Rise Advisors LLC 0 124 +124 +100%
Opal Wealth Advisors LLC 0 4 +4 +100%
Activest Wealth Management 0 39 +39 +100%
Simplicity Wealth LLC 0 4,042 +4,042 +100%
Waycross Investment Management Co 0 4,808 +4,808 +100%
Register Financial Advisors LLC 0 690 +690 +100%
Breakwater Capital Group 0 1,616 +1,616 +100%
Lakewood Asset Management LLC 0 1,700 +1,700 +100%
Norden Group LLC 0 21,824 +21,824 +100%
Silvia Mccoll Wealth Management LLC 0 1,600 +1,600 +100%
Dixon Mitchell Investment Counsel Inc. 0 75 +75 +100%
Mustard Seed Financial LLC 0 1,664 +1,664 +100%
13F Filers With Unchanged Share Count
Cigna Investments Inc. New 2,537 2,537 UNCH 0.00%
Romano Brothers AND Company 4,425 4,425 UNCH 0.00%
Caldwell Sutter Capital Inc. 23 23 UNCH 0.00%
Valley National Advisers Inc. 118 118 UNCH 0.00%
Cullen Investment Group LTD. 2,477 2,477 UNCH 0.00%
Griffin Asset Management Inc. 1,800 1,800 UNCH 0.00%
Guyasuta Investment Advisors Inc. 2,605 2,605 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 3,396 3,396 UNCH 0.00%
Stephenson National Bank & Trust 200 200 UNCH 0.00%
Courier Capital LLC 2,346 2,346 UNCH 0.00%
Baldwin Brothers Inc. MA 60 60 UNCH 0.00%
M&R Capital Management Inc. 50 50 UNCH 0.00%
WASHINGTON TRUST Co 619 619 UNCH 0.00%
Thompson Investment Management Inc. 5,644 5,644 UNCH 0.00%
Town & Country Bank & Trust CO dba First Bankers Trust CO 2,935 2,935 UNCH 0.00%
Norman Fields Gottscho Capital Management LLC 2,330 2,330 UNCH 0.00%
Bangor Savings Bank 150 150 UNCH 0.00%
Merrion Investment Management Co LLC 3,000 3,000 UNCH 0.00%
Welch Group LLC 4,600 4,600 UNCH 0.00%
Ipswich Investment Management Co. Inc. 1,800 1,800 UNCH 0.00%
Asset Dedication LLC 504 504 UNCH 0.00%
Boston Trust Walden Corp 3,418 3,418 UNCH 0.00%
Alta Advisers Ltd 800 800 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 870 870 UNCH 0.00%
New England Research & Management Inc. 2,744 2,744 UNCH 0.00%
JJJ Advisors Inc. 80 80 UNCH 0.00%
Lincoln Capital LLC 4,488 4,488 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 118 118 UNCH 0.00%
Symmetry Partners LLC 3,950 3,950 UNCH 0.00%
Ritholtz Wealth Management 8,660 8,660 UNCH 0.00%
17 Capital Partners LLC 12,732 12,732 UNCH 0.00%
Versant Capital Management Inc 9 9 UNCH 0.00%
Heartwood Wealth Advisors LLC 3,483 3,483 UNCH 0.00%
Pacifica Partners Inc. 250 250 UNCH 0.00%
CVA Family Office LLC 55 55 UNCH 0.00%
Rosenberg Matthew Hamilton 35 35 UNCH 0.00%
XXEC Inc. 22,598 22,598 UNCH 0.00%
Iron Horse Wealth Management LLC 18 18 UNCH 0.00%
SOA Wealth Advisors LLC. 6 6 UNCH 0.00%
Bank of New Hampshire 124 124 UNCH 0.00%
Border to Coast Pensions Partnership Ltd 140,612 140,612 UNCH 0.00%
Maryland Capital Advisors Inc. 150 150 UNCH 0.00%
City State Bank 28 28 UNCH 0.00%
FSC Wealth Advisors LLC 112 112 UNCH 0.00%
Armstrong Advisory Group Inc. 1,816 1,816 UNCH 0.00%
Forza Wealth Management LLC 4,686 4,686 UNCH 0.00%
Arlington Trust Co LLC 3,000 3,000 UNCH 0.00%
West Paces Advisors Inc. 6 6 UNCH 0.00%
Bruce G. Allen Investments LLC 233 233 UNCH 0.00%
Wetzel Investment Advisors Inc. 208 208 UNCH 0.00%
Mosley Wealth Management 3,127 3,127 UNCH 0.00%
13F Filers Decreasing XYL Share Count
Gradient Investments LLC 576 128 -448 -77.78%
Park Place Capital Corp 546 158 -388 -71.06%
Everpar Advisors LLC 7,444 4,032 -3,412 -45.84%
Rice Hall James & Associates LLC 18,169 10,415 -7,754 -42.68%
Wealth Enhancement Advisory Services LLC 74,750 44,765 -29,985 -40.11%
Capital Asset Advisory Services LLC 3,380 2,121 -1,259 -37.25%
Montecito Bank & Trust 2,604 1,690 -914 -35.10%
ST Germain D J Co. Inc. 432 300 -132 -30.56%
Diversified Trust Co 16,196 11,695 -4,501 -27.79%
InTrack Investment Management Inc 11,209 8,108 -3,101 -27.67%
SeaCrest Wealth Management LLC 3,106 2,398 -708 -22.79%
DNB Asset Management AS 108,505 85,830 -22,675 -20.90%
City Holding Co. 1,900 1,580 -320 -16.84%
Handelsinvest Investeringsforvaltning 8,989 7,554 -1,435 -15.96%
Raymond James Trust N.A. 2,292 1,937 -355 -15.49%
Tsfg LLC 152 129 -23 -15.13%
Meyer Handelman Co. 24,766 21,046 -3,720 -15.02%
Los Angeles Capital Management & Equity Research Inc. 890,094 757,071 -133,023 -14.94%
Daymark Wealth Partners LLC 2,483 2,121 -362 -14.58%
Boston Common Asset Management LLC 215,686 184,380 -31,306 -14.51%
Amalgamated Bank 58,768 50,608 -8,160 -13.89%
Global Retirement Partners LLC 1,695 1,470 -225 -13.27%
Peoples Financial Services CORP. 5,580 4,879 -701 -12.56%
State of Alaska Department of Revenue 51,012 44,842 -6,170 -12.10%
Fort Pitt Capital Group LLC 3,650 3,210 -440 -12.05%
Covea Finance 91,622 80,856 -10,766 -11.75%
Catalyst Capital Advisors LLC 132 117 -15 -11.36%
Kesler Norman & Wride LLC 16,150 14,482 -1,668 -10.33%
Farmers & Merchants Investments Inc. 2,425 2,175 -250 -10.31%
Chemistry Wealth Management LLC 1,892 1,712 -180 -9.51%
Dash Acquisitions Inc. 2,207 2,012 -195 -8.84%
CWM LLC 8,578 7,949 -629 -7.33%
Clarius Group LLC 2,356 2,188 -168 -7.13%
DekaBank Deutsche Girozentrale 1,739,221 1,628,489 -110,732 -6.37%
Exchange Traded Concepts LLC 38,800 36,427 -2,373 -6.12%
Perpetual Ltd 246,379 231,343 -15,036 -6.10%
Radnor Capital Management LLC 7,100 6,700 -400 -5.63%
Ashton Thomas Private Wealth LLC 2,959 2,800 -159 -5.37%
Private Trust Co. NA 289 276 -13 -4.50%
Portside Wealth Group LLC 1,751 1,675 -76 -4.34%
Louisiana State Employees Retirement System 14,600 14,000 -600 -4.11%
Hartford Investment Management Co. 16,252 15,594 -658 -4.05%
Dakota Wealth Management 4,483 4,339 -144 -3.21%
Parsons Capital Management Inc. RI 17,169 16,719 -450 -2.62%
New Mexico Educational Retirement Board 12,405 12,105 -300 -2.42%
Forbes J M & Co. LLP 81,673 79,863 -1,810 -2.22%
Allspring Global Investments Holdings LLC 13,534 13,253 -281 -2.08%
Sumitomo Mitsui Trust Holdings Inc. 601,465 590,601 -10,864 -1.81%
NBT Bank N A NY 4,591 4,515 -76 -1.66%
S.E.E.D. Planning Group LLC 9,959 9,807 -152 -1.53%
Stratos Wealth Partners LTD. 3,188 3,141 -47 -1.47%
Mcdonald Partners LLC 15,942 15,746 -196 -1.23%
Perennial Advisors LLC 47,613 47,056 -557 -1.17%
Barrett & Company Inc. 4,389 4,341 -48 -1.09%
S.A. Mason LLC 4,646 4,596 -50 -1.08%
Ballentine Partners LLC 6,445 6,379 -66 -1.02%
Chesley Taft & Associates LLC 15,275 15,131 -144 -0.94%
First Pacific Financial 7,371 7,316 -55 -0.75%
Carret Asset Management LLC 11,792 11,707 -85 -0.72%
Green Alpha Advisors LLC 6,447 6,403 -44 -0.68%
Procyon Private Wealth Partners LLC 3,549 3,534 -15 -0.42%
Gateway Investment Advisers LLC 2,846 2,837 -9 -0.32%
Pallas Capital Advisors LLC 3,931 3,920 -11 -0.28%
CIC Wealth LLC 18,318 18,313 -5 -0.03%
13F Filers Exiting XYL
Richelieu Gestion PLC 195 0 -195 -100.00%
IMPACTfolio LLC 2,161 0 -2,161 -100.00%
Newbridge Financial Services Group Inc. 129 0 -129 -100.00%
Tennessee Valley Asset Management Partners 2 0 -2 -100.00%
International Assets Investment Management LLC 63,004 0 -63,004 -100.00%
Ellis Investment Partners LLC 2,443 0 -2,443 -100.00%
Oak Thistle LLC 3,367 0 -3,367 -100.00%
Little House Capital LLC 4,980 0 -4,980 -100.00%
Chicago Capital LLC 2,224 0 -2,224 -100.00%
Independence Bank of Kentucky 14 0 -14 -100.00%
DeDora Capital Inc. 4,333 0 -4,333 -100.00%
Weiss Multi Strategy Advisers LLC 39,979 0 -39,979 -100.00%
America First Investment Advisors LLC 200 0 -200 -100.00%
Rational Advisors LLC 132 0 -132 -100.00%
Duncker Streett & Co. Inc. 2,886 0 -2,886 -100.00%
OLD National Bancorp IN 2,965 0 -2,965 -100.00%

See Summary: Institutional Holders of XYL
See Details: Top 10 Hedge Funds Holding XYL
Also See: XYL Insider Buying

XYL Holdings Changes | www.HoldingsChannel.com

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