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Zurn Elkay Water Solutions

235 hedge funds and large institutions have $5.04B invested in Zurn Elkay Water Solutions in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $3.58M

39% more capital invested

Capital invested by funds: $3.63B → $5.04B (+$1.41B)

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 231235 (+4)

2% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 86

0.05% more ownership

Funds ownership: 209.28%209.33% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
235
Holders Change
+4
Holders Change %
+1.73%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
88
Reduced
86
Closed
22
Calls
$6.16M
Puts
$3.58M
Net Calls
+$2.58M
Net Calls Change
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$52.5M +$47.3M +2,759,004 New
UBS AM
27
UBS AM
Illinois
$52.1M -$241K -14,046 -0.5%
AAMU
28
Amundi Asset Management US
Massachusetts
$51.4M -$2.83M -164,818 -6%
Fidelity International
29
Fidelity International
Bermuda
$51M +$2.62M +152,997 +6%
Principal Financial Group
30
Principal Financial Group
Iowa
$46.4M +$5.99M +349,032 +17%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$38.4M +$24M +1,398,140 +224%
ClearBridge Investments
32
ClearBridge Investments
New York
$36.9M +$2.43M +141,452 +8%
Bank of America
33
Bank of America
North Carolina
$36.3M -$1.05M -61,473 -3%
RCAMU
34
Rothschild & Co Asset Management US
Connecticut
$34.3M -$7.16M -417,450 -19%
WCM
35
Wedge Capital Management
North Carolina
$32.9M -$3.77M -219,886 -11%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$30.9M -$39.5M -2,301,258 -59%
Citadel Advisors
37
Citadel Advisors
Florida
$27.6M -$2.74M -159,667 -10%
First Trust Advisors
38
First Trust Advisors
Illinois
$25.8M +$2.53M +147,658 +12%
Ameriprise
39
Ameriprise
Minnesota
$25.6M +$1.29M +75,340 +6%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$22.2M -$1.21M -70,746 -6%
GT
41
Glenmede Trust
Pennsylvania
$21.5M -$8.61M -502,136 -31%
CGA
42
Crescent Grove Advisors
Illinois
$20.9M -$2.35M -137,217 -11%
Comerica Bank
43
Comerica Bank
Texas
$18.4M -$710K -41,415 -4%
EIP
44
Epoch Investment Partners
New York
$15.7M +$11.6M +673,611 +444%
Deutsche Bank
45
Deutsche Bank
Germany
$15.5M +$3.05M +177,713 +28%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$14.9M +$3.64M +211,999 +37%
Morgan Stanley
47
Morgan Stanley
New York
$14.6M +$11.9M +693,127 +940%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$14.2M +$116K +6,741 +0.9%
JP Morgan Chase
49
JP Morgan Chase
New York
$13.4M +$7.74M +451,117 +178%
Millennium Management
50
Millennium Management
New York
$12M +$9.39M +547,354 +654%

ZWS Hedge Fund Activity: Q4 2020 in Review

235 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q4 2020, worth a combined $5.04B — up 39% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ZWS positions and 22 closed out — a net gain of 5 holders — while 88 added to existing stakes and 86 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $47.3M. The largest seller was Franklin Resources, cutting an estimated $42.6M.

  • 235 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q4 2020, up from 231 in Q3 2020.
  • Funds reported $5.04B of Zurn Elkay Water Solutions stock for Q4 2020, up 39% quarter-over-quarter.
  • 27 funds opened new Zurn Elkay Water Solutions positions in Q4 2020 and 22 closed out, a net change of +5 holders.
  • The largest Zurn Elkay Water Solutions buyer in Q4 2020 was Robeco Institutional Asset Management, an estimated $47.3M added.
  • The largest Zurn Elkay Water Solutions seller in Q4 2020 was Franklin Resources, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2020.