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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 %
PTC
251
Private Trust Company
Ohio
$8.74K 297 +297 New
CA
252
Crewe Advisors
Utah
$8.71K 296 +296 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$8.21K 279 +279 New
FFA
254
Farther Finance Advisors
California
$8.09K 275 +275 New
FHA
255
First Horizon Advisors
Tennessee
$7.97K 271 – –
S
256
SignatureFD
Georgia
$7.82K 266 -94 -26%
EC
257
EntryPoint Capital
New York
$6.29K 214 +214 New
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$5.78K 205 – –
QCG
259
Quadrant Capital Group
Ohio
$5.29K 180 – –
WTC
260
WhitTier Trust Company
Nevada
$5.09K 173 -664 -79%
VAG
261
VisionPoint Advisory Group
Texas
$3.44K 117 +117 New
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$3.21K 109 – –
SPIA
263
Steward Partners Investment Advisory
New York
$3.12K 106 +106 New
GEA
264
Glen Eagle Advisors
New Jersey
$3.06K 104 – –
GI
265
GAMMA Investing
California
$3.05K 103 +103 New
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$3K 117 +10 +9%
BBHC
267
Brown Brothers Harriman & Co
New York
$2.94K 100 – –
TWC
268
TD Waterhouse Canada
Ontario, Canada
$2.83K 100 – –
CFD
269
Creative Financial Designs
Indiana
$2.65K 90 – –
AF
270
Allworth Financial
California
$1.97K 67 – –
GWS
271
Glassman Wealth Services
Virginia
$1.35K 46 – –
CA
272
Clearstead Advisors
Ohio
$1.3K 44 +44 New
IFAM
273
Institutional & Family Asset Management
Colorado
$1.24K 42 -1 -2%
BTI
274
Blue Trust Inc
Georgia
$1K 44 +44 New
JWA
275
JFS Wealth Advisors
Pennsylvania
$265 9 – –
9 10
11
12 13