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Zurn Elkay Water Solutions

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: 183222 (+39)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$1.29M +$440K +30,594 +59%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$1.21M +$382K +26,573 +53%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$1.18M +$110K +7,669 +11%
DTL
129
Dynamic Technology Lab
Singapore
$1.14M +$1.04M +72,552 New
PL
130
Polianta Ltd
Jersey
$1.11M +$1.02M +70,792 New
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$1.06M -$20.9K -1,453 -2%
US Bancorp
132
US Bancorp
Minnesota
$1.05M -$95K -6,603 -9%
Holocene Advisors
133
Holocene Advisors
New York
$1.02M +$455K +31,661 +95%
ERSOT
134
Employees Retirement System of Texas
Texas
$1.01M +$926K +64,356 New
GF
135
Gabelli Funds
New York
$979K
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$970K -$1.05M -73,318 -54%
NSEDCP
137
NJ State Employees Deferred Compensation Plan
New Jersey
$913K
HIM
138
Hillsdale Investment Management
Ontario, Canada
$907K +$830K +57,713 New
CWM
139
Calamos Wealth Management
Illinois
$806K +$738K +51,317 New
ECM
140
ExodusPoint Capital Management
New York
$798K +$250K +17,396 +52%
ACM
141
AlphaCrest Capital Management
New York
$780K +$203K +14,116 +40%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$743K +$680K +47,300 New
DekaBank Deutsche Girozentrale
143
DekaBank Deutsche Girozentrale
Germany
$718K +$665K +46,222 New
Jane Street
144
Jane Street
New York
$706K -$56.5K -3,927 -8%
SIA
145
Sit Investment Associates
Minnesota
$674K +$617K +42,869 New
PP
146
Paloma Partners
Connecticut
$670K -$102K -7,092 -14%
EM
147
ELCO Management
New York
$665K +$140K +9,767 +30%
SG Americas Securities
148
SG Americas Securities
New York
$660K +$210K +14,581 +53%
Acadian Asset Management
149
Acadian Asset Management
Massachusetts
$642K +$587K +40,849 New
WHG
150
Westwood Holdings Group
Texas
$637K

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.