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Zurn Elkay Water Solutions

198 hedge funds and large institutions have $3.32B invested in Zurn Elkay Water Solutions in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

24% more capital invested

Capital invested by funds: $2.69B → $3.32B (+$634M)

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

4.71% more ownership

Funds ownership: 214.88%219.59% (+4.7%)

3% less funds holding

Funds holding: 205198 (-7)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

21% less call options, than puts

Call options by funds: $9.98M | Put options by funds: $12.7M

Holders
198
Holders Change
-7
Holders Change %
-3.41%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
27
Increased
77
Reduced
69
Closed
31
Calls
$9.98M
Puts
$12.7M
Net Calls
-$2.7M
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
-$6K -504 Closed
OWA
227
One Wealth Advisors
California
-$4K -355 Closed
KPW
228
Kore Private Wealth
New York
-$4K -332 Closed
GWS
229
Glassman Wealth Services
Virginia
+$54 +4 New

ZWS Hedge Fund Activity: Q2 2019 in Review

198 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q2 2019, worth a combined $3.32B — up 24% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ZWS and 27 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 77 added.

The largest buyer was Wellington Management Group, adding an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $65.1M.

  • 198 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q2 2019, down from 205 in Q1 2019.
  • Funds reported $3.32B of Zurn Elkay Water Solutions stock for Q2 2019, up 24% quarter-over-quarter.
  • 27 funds opened new Zurn Elkay Water Solutions positions in Q2 2019 and 31 closed out, a net change of -4 holders.
  • The largest Zurn Elkay Water Solutions buyer in Q2 2019 was Wellington Management Group, an estimated $117M added.
  • The largest Zurn Elkay Water Solutions seller in Q2 2019 was Fidelity Investments, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2019.