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Zurn Elkay Water Solutions

215 hedge funds and large institutions have $3.85B invested in Zurn Elkay Water Solutions in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,776% more call options, than puts

Call options by funds: $23.7M | Put options by funds: $1.27M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $2.98B → $3.85B (+$870M)

2.91% more ownership

Funds ownership: 79.25%82.17% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

3% less funds holding

Funds holding: 221215 (-6)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
215
Holders Change
-6
Holders Change %
-2.71%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
75
Reduced
79
Closed
38
Calls
$23.7M
Puts
$1.27M
Net Calls
+$22.5M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$52.2K +$11.1K +488 +34%
KC
177
Kepos Capital
New York
$52K +$43.8K +1,923 New
OAM
178
Ostrum Asset Management
France
$50.8K
HIA
179
Harbor Investment Advisory
Maryland
$44.6K
GRP
180
Global Retirement Partners
California
$43K
IA
181
IFP Advisors
Florida
$40.3K +$11.4K +500 +50%
US Bancorp
182
US Bancorp
Minnesota
$37.9K -$36.9K -1,619 -53%
LFG
183
Larson Financial Group
Missouri
$37.6K -$137 -6 -0.4%
AF
184
Advisornet Financial
Minnesota
$29K -$660 -29 -3%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$1.62K -71 -8%
LC
186
Lindbrook Capital
California
$20.2K +$1.02K +45 +6%
CI Investments Inc
187
CI Investments Inc
Ontario, Canada
$20K -$1.18K -52 -6%
UB
188
UMB Bank
Missouri
$13.4K
VSQM
189
V-Square Quantitative Management
Illinois
$11.1K +$9.4K +413 New
HI
190
Harbour Investments
Wisconsin
$10.8K -$6.85K -301 -43%
AA
191
Ancora Advisors
Ohio
$9.3K
C
192
Covestor
United Kingdom
$9K -$81.1K -3,560 -92%
AFG
193
Albion Financial Group
Utah
$8.47K
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.07K
FHA
195
First Horizon Advisors
Tennessee
$7.29K +$1.59K +70 +35%
S
196
SignatureFD
Georgia
$6.72K +$4.96K +218 +681%
QCG
197
Quadrant Capital Group
Ohio
$4.84K +$4.1K +180 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$4.52K -$4.71K -207 -55%
HF
199
Halpern Financial
Virginia
$3.6K +$3.05K +134 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.1K +92 +613%