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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
WTC
201
WhitTier Trust Company
Nevada
$23.5K +$21.4K +748 +840%
LC
202
Lindbrook Capital
California
$21.8K +$715 +25 +3%
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K -$2.37K -83 -10%
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$21K -$171 -6 -0.8%
AAP
205
Arax Advisory Partners
Colorado
$17.9K +$16K +561 +719%
QL
206
Quarry LP
New York
$15.9K +$16.2K +566 New
UB
207
UMB Bank
Missouri
$14K
CCA
208
Catalyst Capital Advisors
New York
$13.5K +$13.8K +482 New
MRC
209
Millburn Ridgefield Corp
New York
$13.5K +$13.8K +482 New
HI
210
Harbour Investments
Wisconsin
$11.2K
CCP
211
Carmel Capital Partners
California
$10.4K +$10.6K +370 New
S
212
SignatureFD
Georgia
$10.1K +$3.14K +110 +44%
AA
213
Ancora Advisors
Ohio
$9.7K
C
214
Covestor
United Kingdom
$9K +$171 +6 +2%
AFG
215
Albion Financial Group
Utah
$8.83K
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.41K
FHA
217
First Horizon Advisors
Tennessee
$7.59K
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$5.74K +$5.86K +205 New
QCG
219
Quadrant Capital Group
Ohio
$5.04K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$3.05K -$1.69K -59 -35%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$3K
GEA
222
Glen Eagle Advisors
New Jersey
$2.91K
BBHC
223
Brown Brothers Harriman & Co
New York
$2.8K
SWM
224
Spire Wealth Management
Virginia
$2.8K +$2.86K +100 New
TWC
225
TD Waterhouse Canada
Ontario, Canada
$2.72K

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.