Holders over time
- XYL
- GEV
| Quarter | XYL | GEV |
|---|---|---|
| Q3 2020 | 7 holders, $519m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $656m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $904m | none listed holders, n.a. |
| Q2 2021 | 7 holders, $967m | none listed holders, n.a. |
| Q3 2021 | 5 holders, $1.0bn | none listed holders, n.a. |
| Q4 2021 | 11 holders, $1.1bn | none listed holders, n.a. |
| Q1 2022 | 13 holders, $1.0bn | none listed holders, n.a. |
| Q2 2022 | 10 holders, $897m | none listed holders, n.a. |
| Q3 2022 | 11 holders, $913m | none listed holders, n.a. |
| Q4 2022 | 9 holders, $1.1bn | none listed holders, n.a. |
| Q1 2023 | 21 holders, $1.7bn | none listed holders, n.a. |
| Q2 2023 | 23 holders, $2.3bn | none listed holders, n.a. |
| Q3 2023 | 18 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 17 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 14 holders, $2.1bn | 3 holders, $544m |
| Q2 2024 | 22 holders, $2.5bn | 26 holders, $9.8bn |
| Q3 2024 | 14 holders, $1.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $1.4bn | 37 holders, $15.3bn |
| Q1 2025 | 11 holders, $1.9bn | 36 holders, $14.8bn |
| Q2 2025 | 14 holders, $2.0bn | 36 holders, $26.3bn |
| Q3 2025 | 13 holders, $2.0bn | 35 holders, $29.5bn |
| Q4 2025 | 14 holders, $1.6bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $1.3bn | 31 holders, $36.7bn |
| Q2 2026 | 10 holders, $1.2bn | 28 holders, $45.0bn |
Xylem Inc
- Holders
- 17
- Reported value
- $1.9bn
- Buyers
- 7
- Sellers
- 13
Breadth -6 among 93 comparable managers.
Ge Vernova Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Who holds both, Q4 2023
Both (0)
No tracked manager lists every one of them.
Only XYL (17)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only GEV (0)
None.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.