The cluster is small and dominated by asset managers rather than activist or high-conviction funds. The price-driven decline in aggregate value despite share accumulation suggests the stock underperformed during Q3. Monitor next quarter's 13F for any reversal or acceleration of this buying pattern.
Executive Summary
Three asset managers added to their Xylem positions in Q3 2026, with Wealth Enhancement Advisory Services making the largest absolute increase (+20.5K shares). However, the aggregate net dollar change is negative (-$2.2M), driven by a decline in share price during the quarter. The cluster is small in both fund count and dollar value, indicating a low-conviction signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$2.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +43% | $3.3M | -$2.3M |
| Concurrent Investment Advisors | ADD | +39.1% | $670.0K | $108.0K |
| Assetmark | ADD | +28.7% | $104.0K | $10.0K |
Key Facts
- 3 asset managers added to Xylem positions in Q3 2026
- Wealth Enhancement Advisory Services increased by 43.0% (+20.5K shares)
- Concurrent Investment Advisors added 39.1% (+1.9K shares)
- Assetmark added 28.7% (+229 shares)
- Aggregate current holdings: $4.1M; net dollar change: -$2.2M (price-driven decline)
- No institutional sellers in the cluster
Financial Impact
Three asset managers accumulated $4.1M in current holdings, with a net dollar decline of $2.2M from prior quarter due to share price depreciation. No selling activity.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Small dollar amounts ($4.1M aggregate) limit signal significance
- All buyers are asset managers, not high-conviction hedge funds or activists
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-XYL-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $102.68 | awaiting T+20 | — | — |
Oct 21, 2026 5d ago | Institutional Cluster | $109.26 | awaiting T+20 | — | — |
Sep 15, 2026 6w ago | 424B5 | $107.50 $102.54 | ▼ −4.61% | ▼ −7.59% | — |
Jul 28, 2026 13w ago | 8-K | $124.97 $112.81 | ▼ −9.73% | ▼ −13.11% | — |
May 19, 2026 23w ago | 424B5 | $106.28 $112.03 | ▲ +5.41% | ▲ +3.15% | — |
May 4, 2026 25w ago | Insider Cluster | $115.50 $109.27 | ▼ −5.39% | ▼ −9.60% | — |
Mar 30, 2026 30w ago | DEFA14A | $116.05 $117.68 | ▲ +1.40% | ▼ −11.19% | — |
Feb 25, 2026 34w ago | 8-K | $131.89 $119.35 | ▼ −9.51% | ▼ −3.11% | — |
US Market Status
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