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Zurn Elkay Water Solutions

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: 215233 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
Bayesian Capital Management
New York
$230K -$706K -24,700 -75%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$228K +$15.9K +558 +7%
GWM
178
Gitterman Wealth Management
New Jersey
$227K -$37.5K -1,313 -14%
SCI
179
S&CO Inc
Massachusetts
$224K
JFG
180
Jefferies Financial Group
New York
$205K +$210K +7,334 New
IWM
181
IHT Wealth Management
Illinois
$203K +$207K +7,253 New
BFEC
182
Benjamin F. Edwards & Company
Missouri
$202K -$1.11K -39 -0.5%
SIA
183
SkyView Investment Advisors
New Jersey
$182K
Osaic Holdings
184
Osaic Holdings
Arizona
$172K +$77.1K +2,699 +78%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$165K
Bank Julius Baer & Co
186
Bank Julius Baer & Co
Switzerland
$156K +$4.83K +169 +3%
Simplex Trading
187
Simplex Trading
Illinois
$140K +$27.8K +971 +24%
OAM
188
Ostrum Asset Management
France
$112K +$60.6K +2,120 +112%
NIMI
189
Natixis Investment Managers International
France
$110K +$27.6K +965 +33%
Bessemer Group
190
Bessemer Group
New Jersey
$98K
IA
191
IFP Advisors
Florida
$71.8K +$30.4K +1,064 +71%
Nomura Asset Management
192
Nomura Asset Management
Japan
$70.1K -$55K -1,925 -43%
AssetMark Inc
193
AssetMark Inc
California
$61.1K +$6.8K +238 +12%
KBC Group
194
KBC Group
Belgium
$60K +$61K +2,133 New
TRCT
195
Tower Research Capital (TRC)
New York
$55.8K -$78.5K -2,747 -58%
KC
196
Kepos Capital
New York
$50K -$4.37K -153 -8%
GRP
197
Global Retirement Partners
California
$48.4K +$5.09K +178 +11%
US Bancorp
198
US Bancorp
Minnesota
$39.5K
LFG
199
Larson Financial Group
Missouri
$31.8K -$7.46K -261 -19%
AF
200
Advisornet Financial
Minnesota
$30.3K

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.