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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
BAM
201
Belpointe Asset Management
Nevada
$8.61K +$7.33K +333 +476%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$8.01K -$1.08K -49 -12%
AA
203
Ancora Advisors
Ohio
$7.39K
CSC
204
Cove Street Capital
California
$7K +$7.06K +321 New
AFG
205
Albion Financial Group
Utah
$6.73K
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.41K
FHA
207
First Horizon Advisors
Tennessee
$4.29K
HCP
208
Hexagon Capital Partners
Arkansas
$2.35K +$792 +36 +49%
GEA
209
Glen Eagle Advisors
New Jersey
$2.21K
TWC
210
TD Waterhouse Canada
Ontario, Canada
$2.14K
BBHC
211
Brown Brothers Harriman & Co
New York
$2.14K
IAIM
212
International Assets Investment Management
Florida
$1.22K +$1.25K +57 New
SC
213
Schubert & Co
Texas
$1.11K +$572 +26 +100%
SFG
214
Steward Financial Group
Texas
$1K +$110 +5 +9%
GWS
215
Glassman Wealth Services
Virginia
$983
IFAM
216
Institutional & Family Asset Management
Colorado
$918 +$198 +9 +26%
S
217
SignatureFD
Georgia
$684 +$704 +32 New
SIC
218
SJS Investment Consulting
Ohio
$641
JWA
219
JFS Wealth Advisors
Pennsylvania
$620 -$836 -38 -57%
DI
220
Disciplined Investments
Oklahoma
$534 +$528 +24 +2,400%
TWA
221
TCI Wealth Advisors
Arizona
$171 -$4.16K -189 -96%
SVCP
222
Silicon Valley Capital Partners
California
$6
CCM
223
Channing Capital Management
Illinois
-$68.3M -3,229,203 Closed
ClearBridge Investments
224
ClearBridge Investments
New York
-$46.8M -2,211,362 Closed
BCP
225
Bayberry Capital Partners
New York
-$29.5M -1,395,000 Closed

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.