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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
OAM
151
Oxford Asset Management
United Kingdom
$622K +$569K +39,556 New
OTPPB
152
Ontario Teachers' Pension Plan Board
Ontario, Canada
$599K +$548K +38,138 New
Verition Fund Management
153
Verition Fund Management
Connecticut
$594K +$311K +21,659 +134%
MCM
154
Manchester Capital Management
Vermont
$586K – – –
AB
155
Amalgamated Bank
New York
$563K +$47.8K +3,326 +10%
WCM
156
Washington Capital Management
Washington
$546K – – –
FRM
157
Fox Run Management
Connecticut
$541K +$495K +34,420 New
SSA
158
Schonfeld Strategic Advisors
New York
$531K +$487K +33,839 New
XK
159
Xact Kapitalforvaltning
Sweden
$529K – – –
SF
160
Synovus Financial
Georgia
$491K +$444K +30,899 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$486K -$1.27M -88,130 -74%
ProShare Advisors
162
ProShare Advisors
Maryland
$472K +$72.5K +5,039 +20%
ARTA
163
A.R.T. Advisors
New York
$470K +$430K +29,884 New
TI
164
Trexquant Investment
Connecticut
$455K +$416K +28,944 New
TIS
165
Tortoise Index Solutions
Kansas
$444K +$208K +14,485 +105%
PI
166
PEAK6 Investments
Illinois
$424K +$389K +27,015 New
ANRIA
167
American National Registered Investment Advisor
Texas
$422K +$144 +10 +0%
RFC
168
Regions Financial Corp
Alabama
$403K +$17.3K +1,206 +5%
Simplex Trading
169
Simplex Trading
Illinois
$384K +$352K +24,480 New
AG
170
Aperio Group
California
$375K -$4.9K -341 -1%
EGM
171
Engineers Gate Manager
New York
$371K +$92.7K +6,448 +38%
SSWM
172
Sheets Smith Wealth Management
North Carolina
$355K -$14K -976 -4%
SO
173
STRS Ohio
Ohio
$352K +$53.7K +3,737 +20%
IRC
174
Investors Research Corp
Georgia
$343K – – –
AA
175
Ancora Advisors
Ohio
$337K – – –
5 6
7
8 9

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.