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Zurn Elkay Water Solutions

221 hedge funds and large institutions have $2.98B invested in Zurn Elkay Water Solutions in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,576% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $160K

41% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 66

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

3% more capital invested

Capital invested by funds: $2.89B → $2.98B (+$84.5M)

0.76% more ownership

Funds ownership: 78.49%79.25% (+0.76%)

0% more funds holding

Funds holding: 220221 (+1)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
93
Reduced
66
Closed
34
Calls
$18.7M
Puts
$160K
Net Calls
+$18.5M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$113K +$59.8K +2,716 +105%
SIA
177
SkyView Investment Advisors
New Jersey
$96K +$99K +4,500 New
AP
178
Arlington Partners
Alabama
$90.8K
C
179
Covestor
United Kingdom
$83K +$74.5K +3,384 +669%
SO
180
STRS Ohio
Ohio
$74K -$55K -2,500 -42%
Bessemer Group
181
Bessemer Group
New Jersey
$74K +$76.6K +3,482 New
Osaic Holdings
182
Osaic Holdings
Arizona
$73.8K -$14.8K -671 -16%
NIMI
183
Natixis Investment Managers International
France
$67.2K -$41.6K -1,890 -38%
IA
184
IFP Advisors
Florida
$65K +$22K +1,000 New
US Bancorp
185
US Bancorp
Minnesota
$64.7K -$22.8K -1,034 -25%
Nomura Asset Management
186
Nomura Asset Management
Japan
$53K +$54.6K +2,482 New
OAM
187
Ostrum Asset Management
France
$40.4K +$41.6K +1,890 New
HIA
188
Harbor Investment Advisory
Maryland
$35.4K
GRP
189
Global Retirement Partners
California
$34.4K +$34.7K +1,577 +7,168%
AssetMark Inc
190
AssetMark Inc
California
$31.1K +$32K +1,454 New
LFG
191
Larson Financial Group
Missouri
$30K
AF
192
Advisornet Financial
Minnesota
$23.7K +$352 +16 +1%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K -$110 -5 -0.5%
CI Investments Inc
194
CI Investments Inc
Ontario, Canada
$17K -$3.05M -138,612 -99%
CFB
195
Cullen/Frost Bankers
Texas
$16.3K
LC
196
Lindbrook Capital
California
$15.1K -$616 -28 -4%
HI
197
Harbour Investments
Wisconsin
$15K -$19.4K -883 -56%
QL
198
Quarry LP
New York
$12K +$12.3K +561 New
UB
199
UMB Bank
Missouri
$10.7K -$902 -41 -8%
QT
200
Quantbot Technologies
New York
$9.48K +$9.77K +444 New

ZWS Hedge Fund Activity: Q1 2023 in Review

221 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q1 2023, worth a combined $2.98B — up 2.9% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ZWS positions and 34 closed out — a net gain of 1 holder — while 93 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $117M. The largest seller was Channing Capital Management, exiting entirely with an estimated $68.3M sold.

  • 221 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q1 2023, up from 220 in Q4 2022.
  • Funds reported $2.98B of Zurn Elkay Water Solutions stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 35 funds opened new Zurn Elkay Water Solutions positions in Q1 2023 and 34 closed out, a net change of +1 holder.
  • The largest Zurn Elkay Water Solutions buyer in Q1 2023 was Wellington Management Group, an estimated $117M added.
  • The largest Zurn Elkay Water Solutions seller in Q1 2023 was Channing Capital Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2023.