We are live on ! Find out more
ZWS icon

Zurn Elkay Water Solutions

220 hedge funds and large institutions have $2.89B invested in Zurn Elkay Water Solutions in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,971% more call options, than puts

Call options by funds: $692K | Put options by funds: $17K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 75

0.1% less ownership

Funds ownership: 78.6%78.49% (-0.1%)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

2% less funds holding

Funds holding: 225220 (-5)

15% less capital invested

Capital invested by funds: $3.42B → $2.89B (-$527M)

Holders
220
Holders Change
-5
Holders Change %
-2.22%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
34
Increased
87
Reduced
75
Closed
35
Calls
$692K
Puts
$17K
Net Calls
+$675K
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
176
Arlington Partners
Alabama
$89.9K
FWA
177
Freedom Wealth Alliance
Wisconsin
$88.6K +$98.9K +4,189 New
Osaic Holdings
178
Osaic Holdings
Arizona
$87.6K +$22.7K +963 +30%
US Bancorp
179
US Bancorp
Minnesota
$85.9K -$778K -32,949 -89%
Dimensional Fund Advisors
180
Dimensional Fund Advisors
Texas
$58.3K +$3.08M +130,325 +5%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$54.8K -$876K -37,094 -93%
LSA
182
Leonteq Securities AG
Switzerland
$39K
HIA
183
Harbor Investment Advisory
Maryland
$35K
HI
184
Harbour Investments
Wisconsin
$33.5K -$12.8K -544 -26%
LFG
185
Larson Financial Group
Missouri
$29.7K -$3.47K -147 -9%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$28K +$29.3K +1,240 +1,088%
BCV
187
Banque Cantonale Vaudoise
Switzerland
$24K -$1.04K -44 -4%
AF
188
Advisornet Financial
Minnesota
$23.1K +$307 +13 +1%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K -$55.8K -2,364 -72%
CFB
190
Cullen/Frost Bankers
Texas
$16.2K
LC
191
Lindbrook Capital
California
$15.5K -$4.77K -202 -22%
TRCT
192
Tower Research Capital (TRC)
New York
$11K -$189K -7,999 -94%
UB
193
UMB Bank
Missouri
$11K -$1.82K -77 -12%
C
194
Covestor
United Kingdom
$11K +$897 +38 +8%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$8.97K -$2.27K -96 -18%
AA
196
Ancora Advisors
Ohio
$7K
AFG
197
Albion Financial Group
Utah
$6.66K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.34K
ZB
199
Zions Bancorporation
Utah
$6.05K +$6.75K +286 New
FHA
200
First Horizon Advisors
Tennessee
$4.25K

ZWS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q4 2022, worth a combined $2.89B — down 15% from $3.42B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ZWS and 34 opened new positions — a net loss of 1 holder — while 75 trimmed existing stakes and 87 added.

The largest buyer was Bank of America, adding an estimated $84.5M. The largest seller was Janus Henderson Group, cutting an estimated $104M.

  • 220 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q4 2022, down from 225 in Q3 2022.
  • Funds reported $2.89B of Zurn Elkay Water Solutions stock for Q4 2022, down 15% quarter-over-quarter.
  • 34 funds opened new Zurn Elkay Water Solutions positions in Q4 2022 and 35 closed out, a net change of -1 holder.
  • The largest Zurn Elkay Water Solutions buyer in Q4 2022 was Bank of America, an estimated $84.5M added.
  • The largest Zurn Elkay Water Solutions seller in Q4 2022 was Janus Henderson Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.