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Zurn Elkay Water Solutions
ZWS

233 hedge funds and large institutions have $3.95B invested in Zurn Elkay Water Solutions in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $5.35M | Put options by funds: $2.6M

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

8% more funds holding

Funds holding: 215 → 233 (+18)

3% more capital invested

Capital invested by funds: $3.85B → $3.95B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.68% less ownership

Funds ownership: 82.17% → 81.49% (-0.68%)

10% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 83

Holders
233
Holders Change
+18
Holders Change %
+8.37%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
75
Reduced
83
Closed
19
Calls
$5.35M
Puts
$2.6M
Net Calls
+$2.76M
Net Calls Change
-$19.7M

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$122M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$36M
3
BlackRock
BlackRock
New York
+$18M
4
DCM
Driehaus Capital Management
Illinois
+$10.6M
5
Millennium Management
Millennium Management
New York
+$7.37M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.5M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$37.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$34.5M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$20.8M
5
GCM
Gates Capital Management
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$2.52K – – –
AF
227
Allworth Financial
California
$1.88K – – –
GWS
228
Glassman Wealth Services
Virginia
$1.29K – – –
IFAM
229
Institutional & Family Asset Management
Colorado
$1.21K – – –
WT
230
Whittier Trust
California
$616 +$629 +22 New
PA
231
Parallel Advisors
California
$364 – – –
JWA
232
JFS Wealth Advisors
Pennsylvania
$253 – – –
SIC
233
SJS Investment Consulting
Ohio
$85 – – –
GCM
234
Gates Capital Management
New York
– -$20.1M -748,898 Closed
RCAP
235
Resolute Capital Asset Partners
Colorado
– -$2.02M -75,000 Closed
UOC
236
UBS O'Connor
Illinois
– -$1.91M -70,891 Closed
CCM
237
Community Capital Management
Florida
– -$815K -30,300 Closed
EP
238
Edgestream Partners
New Jersey
– -$510K -18,957 Closed
EGM
239
Engineers Gate Manager
New York
– -$350K -13,015 Closed
II
240
Inspire Investing
Idaho
– -$322K -11,976 Closed
PRC
241
Pearl River Capital
Michigan
– -$311K -11,575 Closed
TSS
242
Two Sigma Securities
New York
– -$262K -9,748 Closed
CC
243
Centiva Capital
New York
– -$249K -9,274 Closed
DC
244
Diametric Capital
Massachusetts
– -$228K -8,488 Closed
AP
245
Arlington Partners
Alabama
– -$114K -4,250 Closed
HIA
246
Harbor Investment Advisory
Maryland
– -$44.6K -1,657 Closed
VSQM
247
V-Square Quantitative Management
Illinois
– -$11.1K -413 Closed
HF
248
Halpern Financial
Virginia
– -$3.6K -134 Closed
BIA
249
Bell Investment Advisors
California
– -$673 -25 Closed
DI
250
Disciplined Investments
Oklahoma
– -$484 -18 Closed
7 8 9
10
11

ZWS Hedge Fund Activity: Q3 2023 in Review

233 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q3 2023, worth a combined $3.95B — up 2.6% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ZWS positions and 19 closed out — a net gain of 19 holders — while 75 added to existing stakes and 83 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $91.5M.

  • 233 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q3 2023, up from 215 in Q2 2023.
  • Funds reported $3.95B of Zurn Elkay Water Solutions stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 38 funds opened new Zurn Elkay Water Solutions positions in Q3 2023 and 19 closed out, a net change of +19 holders.
  • The largest Zurn Elkay Water Solutions buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $122M added.
  • The largest Zurn Elkay Water Solutions seller in Q3 2023 was Wellington Management Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q3 2023.