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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
TWA
201
TCI Wealth Advisors
Arizona
$4.17K -$7.84K -332 -63%
WTA
202
Washington Trust Advisors
Massachusetts
$3.24K
GEA
203
Glen Eagle Advisors
New Jersey
$2.18K
TWC
204
TD Waterhouse Canada
Ontario, Canada
$2.13K
BBHC
205
Brown Brothers Harriman & Co
New York
$2.12K -$10.4K -441 -82%
DFCM
206
Dark Forest Capital Management
Puerto Rico
$1.8K -$456K -19,293 -100%
HCP
207
Hexagon Capital Partners
Arkansas
$1.56K -$142 -6 -8%
BAM
208
Belpointe Asset Management
Nevada
$1.48K +$1.65K +70 New
JWA
209
JFS Wealth Advisors
Pennsylvania
$1.42K +$1.25K +53 +379%
SFG
210
Steward Financial Group
Texas
$1K +$1.27K +54 New
BTI
211
Blue Trust Inc
Georgia
$1K +$1.42K +60 New
GWS
212
Glassman Wealth Services
Virginia
$973
NA
213
NewEdge Advisors
Louisiana
$783 +$874 +37 New
IFAM
214
Institutional & Family Asset Management
Colorado
$719 +$142 +6 +21%
SIC
215
SJS Investment Consulting
Ohio
$634 +$401 +17 +131%
SC
216
Schubert & Co
Texas
$550 -$590 -25 -49%
BIA
217
Bell Investment Advisors
California
$486 +$283 +12 +109%
GRP
218
Global Retirement Partners
California
$465 +$519 +22 New
AF
219
Allworth Financial
California
$148 +$165 +7 New
DI
220
Disciplined Investments
Oklahoma
$21 -$212 -9 -90%
SVCP
221
Silicon Valley Capital Partners
California
$6
Capital World Investors
222
Capital World Investors
California
-$80.8M -3,296,375 Closed
CVA
223
Ceredex Value Advisors
Florida
-$56.6M -2,311,400 Closed
MCM
224
Moore Capital Management
New York
-$12M -488,067 Closed
SAM
225
Silvercrest Asset Management
New York
-$8.37M -341,685 Closed

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.