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Zurn Elkay Water Solutions
ZWS

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: 215 → 233 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$122M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$36M
3
BlackRock
BlackRock
New York
+$18M
4
DCM
Driehaus Capital Management
Illinois
+$10.6M
5
Millennium Management
Millennium Management
New York
+$7.37M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.5M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$37.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$34.5M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$20.8M
5
GCM
Gates Capital Management
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$425K -$48.5K -1,697 -10%
BCI
152
Brinker Capital Investments
Pennsylvania
$422K -$6.29K -220 -1%
OPS
153
Orion Portfolio Solutions
Nebraska
$422K -$6.29K -220 -1%
AIP
154
Ameritas Investment Partners
Nebraska
$412K +$71K +2,484 +20%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$395K +$403K +14,107 New
AI
156
AdvisorShares Investments
Maryland
$393K +$401K +14,039 New
SO
157
STRS Ohio
Ohio
$386K +$62.9K +2,200 +19%
HC
158
Henshaw Capital
Massachusetts
$379K +$143K +5,005 +59%
Allianz Asset Management
159
Allianz Asset Management
Germany
$376K +$384K +13,435 New
Holocene Advisors
160
Holocene Advisors
New York
$358K -$2.82M -98,530 -89%
Squarepoint
161
Squarepoint
New York
$349K -$710K -24,857 -67%
Verition Fund Management
162
Verition Fund Management
Connecticut
$346K -$99.4K -3,477 -22%
MCM
163
Manchester Capital Management
Vermont
$344K – – –
American Century Companies
164
American Century Companies
Missouri
$318K +$324K +11,335 New
GAM
165
Gotham Asset Management
New York
$289K +$295K +10,317 New
CGIM
166
Cannon Global Investment Management
Florida
$280K +$286K +10,000 New
CCM
167
Cullen Capital Management
New York
$280K +$285K +9,975 New
EM
168
ELCO Management
New York
$269K – – –
VA
169
Vident Advisory
Georgia
$258K +$263K +9,205 New
Comerica Bank
170
Comerica Bank
Texas
$258K +$263K +9,196 New
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$251K – – –
NC
172
NinePointTwo Capital
California
$250K +$255K +8,930 New
ONB
173
Old National Bancorp
Indiana
$248K -$30.9K -1,081 -11%
X
174
Xponance
Pennsylvania
$246K +$2.09K +73 +0.8%
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$239K +$12.4K +434 +5%
5 6
7
8 9

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.