Zurn Elkay Water Solutions
278 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, 80 increasing their positions, 88 reducing their positions, and 29 closing their positions.
159% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 29
44% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $2.39M
19% more funds holding
Funds holding: 233 → 278 (+45)
8% more capital invested
Capital invested by funds: $3.95B → $4.27B (+$320M)
2.55% more ownership
Funds ownership: 81.49% → 84.03% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$144M |
| 2 |
Morgan Stanley
New York
|
+$67.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$62.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$33.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$105M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$46.4M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$36.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$24.8M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$19.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
301
Gitterman Wealth Management
Edison,
New Jersey
| – | -$227K | -8,085 | Closed |
|
|
JFG
302
Jefferies Financial Group
New York
| – | -$205K | -7,334 | Closed |
|
|
SIA
303
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$182K | -6,500 | Closed |
|
304
Nomura Asset Management
Tokyo,
Japan
| – | -$70.1K | -2,503 | Closed |
|
|
QL
305
Quarry LP
New York
| – | -$15.9K | -566 | Closed |
|
|
CCP
306
Carmel Capital Partners
San Diego,
California
| – | -$10.4K | -370 | Closed |
|
|
WT
307
Whittier Trust
South Pasadena,
California
| – | -$616 | -22 | Closed |
|
ZWS Hedge Fund Activity: Q4 2023 in Review
278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q4 2023, worth a combined $4.27B — up 8.1% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new ZWS positions and 29 closed out — a net gain of 46 holders — while 80 added to existing stakes and 88 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $144M. The largest seller was Wellington Management Group, cutting an estimated $105M.
- 278 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q4 2023, up from 233 in Q3 2023.
- Funds reported $4.27B of Zurn Elkay Water Solutions stock for Q4 2023, up 8.1% quarter-over-quarter.
- 75 funds opened new Zurn Elkay Water Solutions positions in Q4 2023 and 29 closed out, a net change of +46 holders.
- The largest Zurn Elkay Water Solutions buyer in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $144M added.
- The largest Zurn Elkay Water Solutions seller in Q4 2023 was Wellington Management Group, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2023.