Zurn Elkay Water Solutions
157 hedge funds and large institutions have $2.86B invested in Zurn Elkay Water Solutions in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 33 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 45
7% less funds holding
Funds holding: 169 → 157 (-12)
20% less capital invested
Capital invested by funds: $3.56B → $2.86B (-$704M)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
50.46% less ownership
Funds ownership: 257.11% → 206.65% (-50%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$135M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$79.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$36.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$28.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$1.12B |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$13.7M |
| 3 |
IGM
Incline Global Management
New York
|
-$11.2M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$10.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$7.44M |
ZWS Hedge Fund Activity: Q4 2014 in Review
157 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q4 2014, worth a combined $2.86B — down 20% from $3.56B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ZWS and 24 opened new positions — a net loss of 9 holders — while 45 trimmed existing stakes and 71 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $135M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $1.12B sold.
- 157 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q4 2014, down from 169 in Q3 2014.
- Funds reported $2.86B of Zurn Elkay Water Solutions stock for Q4 2014, down 20% quarter-over-quarter.
- 24 funds opened new Zurn Elkay Water Solutions positions in Q4 2014 and 33 closed out, a net change of -9 holders.
- The largest Zurn Elkay Water Solutions buyer in Q4 2014 was Janus Henderson Investors US, an estimated $135M added.
- The largest Zurn Elkay Water Solutions seller in Q4 2014 was Apollo Management Holdings, an estimated $1.12B sold.
Based on aggregated 13F filings for Q4 2014.