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Zurn Elkay Water Solutions
ZWS

222 hedge funds and large institutions have $4B invested in Zurn Elkay Water Solutions in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 11

63% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 52

34% more capital invested

Capital invested by funds: $2.98B → $4B (+$1.02B)

21% more funds holding

Funds holding: 183 → 222 (+39)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9.68% less ownership

Funds ownership: 218.27% → 208.59% (-9.7%)

67% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $6.68M

Holders
222
Holders Change
+39
Holders Change %
+21.31%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
53
Increased
85
Reduced
52
Closed
11
Calls
$2.23M
Puts
$6.68M
Net Calls
-$4.46M
Net Calls Change
+$3.78M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34.9M
2
Franklin Resources
Franklin Resources
California
+$32.8M
3
Fidelity International
Fidelity International
Bermuda
+$20.9M
4
Calamos Advisors
Calamos Advisors
Illinois
+$19.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.85M
3
CCM
Channing Capital Management
Illinois
-$8.73M
4
GT
Glenmede Trust
Pennsylvania
-$4.57M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$5.38M +$1.51M +104,682 +44%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$5.3M -$46K -3,197 -0.9%
WMSA
78
Weiss Multi-Strategy Advisers
New York
$5.06M +$4.63M +321,780 New
AllianceBernstein
79
AllianceBernstein
Tennessee
$4.88M +$26.9K +1,868 +0.6%
AACP
80
Advantage Alpha Capital Partners
California
$4.76M +$4.35M +302,710 New
Barrow, Hanley, Mewhinney & Strauss
81
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.75M +$3.64M +252,942 +513%
UBS Group
82
UBS Group
Switzerland
$4.5M +$3.14M +218,108 +319%
MNBTD
83
Moody National Bank Trust Division
Texas
$4.32M +$144 +10 +0%
Victory Capital Management
84
Victory Capital Management
Texas
$4.19M -$2.8M -194,742 -42%
ANI
85
American National Insurance
Texas
$4.1M – – –
WAM
86
Water Asset Management
New York
$3.95M +$139K +9,633 +4%
PPA
87
Parametric Portfolio Associates
Washington
$3.79M -$541K -37,602 -13%
Millennium Management
88
Millennium Management
New York
$3.63M +$3.32M +231,156 New
PI
89
Putnam Investments
Massachusetts
$3.46M -$47.8K -3,322 -1%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$3.45M -$372K -25,863 -11%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$3.4M +$2.51M +174,299 +415%
Assenagon Asset Management
92
Assenagon Asset Management
Luxembourg
$3.33M +$3.05M +211,920 New
GAM
93
Gotham Asset Management
New York
$3.29M -$2.7M -187,622 -47%
Legal & General Group
94
Legal & General Group
United Kingdom
$2.94M +$17.9K +1,245 +0.7%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$2.78M +$294K +20,451 +13%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$2.72M – – –
PCMI
97
Paradigm Capital Management Inc
New York
$2.34M – – –
Hudson Bay Capital Management
98
Hudson Bay Capital Management
Connecticut
$2.28M +$2.09M +145,320 New
CSS
99
Cubist Systematic Strategies
Connecticut
$2.2M +$1.08M +75,004 +115%
AIG
100
American International Group
New York
$2.17M +$4.39K +305 +0.2%
2 3
4
5 6

ZWS Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q4 2019, worth a combined $4B — up 34% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ZWS positions and 11 closed out — a net gain of 42 holders — while 85 added to existing stakes and 52 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $34.9M. The largest seller was Bank of New York Mellon, cutting an estimated $12.5M.

  • 222 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q4 2019, up from 183 in Q3 2019.
  • Funds reported $4B of Zurn Elkay Water Solutions stock for Q4 2019, up 34% quarter-over-quarter.
  • 53 funds opened new Zurn Elkay Water Solutions positions in Q4 2019 and 11 closed out, a net change of +42 holders.
  • The largest Zurn Elkay Water Solutions buyer in Q4 2019 was Janus Henderson Group, an estimated $34.9M added.
  • The largest Zurn Elkay Water Solutions seller in Q4 2019 was Bank of New York Mellon, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2019.