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Zurn Elkay Water Solutions

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: 215233 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$37.7M -$175K -6,124 -0.5%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$36.8M -$37.6M -1,315,740 -50%
EAM
28
Eagle Asset Management
Florida
$35M -$590K -20,626 -2%
DekaBank Deutsche Girozentrale
29
DekaBank Deutsche Girozentrale
Germany
$30.4M +$5.46M +191,000 +21%
Morgan Stanley
30
Morgan Stanley
New York
$30.1M -$7.43K -260 -0%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$29.1M +$2.38M +83,182 +9%
First Trust Advisors
32
First Trust Advisors
Illinois
$27.4M -$4.93M -172,453 -15%
TCM
33
TimesSquare Capital Management
New York
$24.8M -$5.66M -198,189 -18%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$23.5M +$3.61M +126,184 +18%
UBS AM
35
UBS AM
Illinois
$21.2M -$12.8M -446,966 -37%
Jennison Associates
36
Jennison Associates
New York
$19.4M -$9.79M -342,645 -33%
Ameriprise
37
Ameriprise
Minnesota
$18M -$471K -16,489 -3%
HNB
38
Huntington National Bank
Ohio
$15.1M +$3.49M +122,281 +29%
Legal & General Group
39
Legal & General Group
United Kingdom
$15M -$2.85M -99,576 -16%
N
40
Nuveen
North Carolina
$15M -$3.42M -119,502 -18%
FWIA
41
Fort Washington Investment Advisors
Ohio
$15M -$1.64M -57,520 -10%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$14.6M -$77.9K -2,725 -0.5%
Mariner
43
Mariner
Kansas
$12.2M -$1.07M -37,302 -8%
DPIM
44
Duff & Phelps Investment Management
Illinois
$11.9M
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$11.1M +$1.55M +54,241 +16%
SEI Investments
46
SEI Investments
Pennsylvania
$10.9M +$2.15M +75,244 +24%
TAM
47
Thematics Asset Management
France
$10.5M -$429K -15,000 -4%
DCM
48
Driehaus Capital Management
Illinois
$10.3M +$10.6M +369,238 New
PCM
49
Peregrine Capital Management
Minnesota
$9.41M -$603K -21,091 -6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$9.14M +$22.9K +800 +0.2%

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.