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Zurn Elkay Water Solutions

231 hedge funds and large institutions have $3.63B invested in Zurn Elkay Water Solutions in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $1.3M

35% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 69

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 225231 (+6)

2% more capital invested

Capital invested by funds: $3.55B → $3.63B (+$82.7M)

0.8% less ownership

Funds ownership: 210.08%209.28% (-0.8%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
36
Increased
93
Reduced
69
Closed
29
Calls
$9.53M
Puts
$1.3M
Net Calls
+$8.24M
Net Calls Change
+$9.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$68K +$13K +911 +24%
HFS
202
Hantz Financial Services
Michigan
$54K +$53.9K +3,772 New
HIA
203
Harbor Investment Advisory
Maryland
$41K +$23.9K +1,673 +142%
EI
204
Ellevest Inc
New York
$41K +$41K +2,869 New
PCG
205
Private Capital Group
Connecticut
$39K +$771 +54 +2%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$34K -$4.04K -283 -11%
AF
207
Advisornet Financial
Minnesota
$32K
PA
208
Parallel Advisors
California
$32K +$31.9K +2,232 New
CVA
209
Ceredex Value Advisors
Florida
$27K +$26.7K +1,868 New
CFB
210
Cullen/Frost Bankers
Texas
$23K
CIA
211
CSat Investment Advisory
Michigan
$19K +$2.31K +162 +14%
HNB
212
Huntington National Bank
Ohio
$18K -$300 -21 -2%
EIM
213
Essex Investment Management
Massachusetts
$13K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$12K -$1.77K -124 -12%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$9K
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.95K
BFEC
217
Benjamin F. Edwards & Company
Missouri
$8K +$8.1K +567 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$6K
FHC
219
First Horizon Corporation
Tennessee
$6K +$6.22K +436 New
GEA
220
Glen Eagle Advisors
New Jersey
$3.02K
CTC
221
Central Trust Company
Missouri
$3K -$1.49K -104 -31%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$3K
IA
223
IFP Advisors
Florida
$3K
HR
224
Howe & Rusling
New York
$3K +$3.25K +228 New
BCA
225
Berman Capital Advisors
Georgia
$2K

ZWS Hedge Fund Activity: Q3 2020 in Review

231 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q3 2020, worth a combined $3.63B — up 2.3% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ZWS positions and 29 closed out — a net gain of 7 holders — while 93 added to existing stakes and 69 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $25.7M. The largest seller was Janus Henderson Group, cutting an estimated $61.6M.

  • 231 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q3 2020, up from 225 in Q2 2020.
  • Funds reported $3.63B of Zurn Elkay Water Solutions stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 36 funds opened new Zurn Elkay Water Solutions positions in Q3 2020 and 29 closed out, a net change of +7 holders.
  • The largest Zurn Elkay Water Solutions buyer in Q3 2020 was ClearBridge Investments, an estimated $25.7M added.
  • The largest Zurn Elkay Water Solutions seller in Q3 2020 was Janus Henderson Group, an estimated $61.6M sold.

Based on aggregated 13F filings for Q3 2020.