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Zurn Elkay Water Solutions
ZWS

Overview Fund Activity

277 hedge funds and large institutions have $4.27B invested in Zurn Elkay Water Solutions in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 29 closing their positions.

Holders
277
Holders Change
+45
Holders Change %
+19.4%
% of All Funds
4.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
75
Increased
79
Reduced
88
Closed
29
Calls
$3.44M
Puts
$2.39M
Net Calls
+$1.05M
Net Calls Change
-$1.71M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$362M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Wells Fargo
3
Wells Fargo
California
$68M
4
RJA
4
Raymond James & Associates
Florida
$36.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$521K
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Macquarie Group
5
Macquarie Group
Australia
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
226
Benjamin Edwards Inc
Missouri
$42K 1,441 +1,441 New
SWS
227
SYSTM Wealth Solutions
Illinois
$40.4K 1,375 +1,375 New
PS
228
Principal Securities
Iowa
$34.1K 1,161 +1,161 New
LFG
229
Larson Financial Group
Missouri
$32.1K 1,092 -44 -4%
AF
230
Advisornet Financial
Minnesota
$31.8K 1,080 – –
NA
231
NewEdge Advisors
Louisiana
$31.2K 1,060 +1,060 New
UFF
232
USA Financial Formulas
Michigan
$23.7K 807 +807 New
Simplex Trading
233
Simplex Trading
Illinois
$23K 805 -4,210 -84%
PA
234
Parallel Advisors
California
$21.1K 717 +704 +5,415%
VWM
235
Venturi Wealth Management
Texas
$20.1K 682 +682 New
AAP
236
Arax Advisory Partners
Colorado
$18.8K 639 – –
Ohio Public Employees Retirement System (OPERS)
237
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.3K 621 -131 -17%
LC
238
Lindbrook Capital
California
$17.9K 607 -170 -22%
LA
239
LM Advisors
California
$16.1K 546 +546 New
UB
240
UMB Bank
Missouri
$14.7K 499 – –
MRC
241
Millburn Ridgefield Corp
New York
$12.8K 436 -46 -10%
CCA
242
Catalyst Capital Advisors
New York
$12.8K 436 -46 -10%
HI
243
Harbour Investments
Wisconsin
$11.8K 400 – –
ASN
244
Advisory Services Network
Georgia
$10.8K 366 +366 New
SWM
245
Spire Wealth Management
Virginia
$10.6K 368 +268 +268%
AA
246
Ancora Advisors
Ohio
$10.2K 346 – –
C
247
Covestor
United Kingdom
$10K 335 -1 -0.3%
AFG
248
Albion Financial Group
Utah
$9.27K 315 – –
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.82K 300 – –
SVCP
250
Silicon Valley Capital Partners
California
$8.82K 300 +300 New
8 9
10
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