We are live on ! Find out more
ZWS icon

Zurn Elkay Water Solutions

222 hedge funds and large institutions have $4B invested in Zurn Elkay Water Solutions in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 11

63% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 52

34% more capital invested

Capital invested by funds: $2.98B → $4B (+$1.02B)

21% more funds holding

Funds holding: 183222 (+39)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9.68% less ownership

Funds ownership: 218.27%208.59% (-9.7%)

67% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $6.68M

Holders
222
Holders Change
+39
Holders Change %
+21.31%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
53
Increased
85
Reduced
52
Closed
11
Calls
$2.23M
Puts
$6.68M
Net Calls
-$4.46M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$518M +$34.9M +2,430,137 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$16.2M +1,128,407 +6%
BlackRock
3
BlackRock
New York
$266M +$13.3M +927,125 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$231M -$9.85M -684,989 -4%
Capital World Investors
5
Capital World Investors
California
$153M
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$150M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$127M +$4.49M +312,453 +4%
Goldman Sachs
8
Goldman Sachs
New York
$122M +$3.26M +226,433 +3%
Franklin Resources
9
Franklin Resources
California
$109M +$32.8M +2,283,623 +49%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$104M +$1.53M +106,686 +2%
Macquarie Group
11
Macquarie Group
Australia
$104M +$10.8M +750,520 +13%
Jennison Associates
12
Jennison Associates
New York
$88.6M -$1.69M -117,807 -2%
TCM
13
TimesSquare Capital Management
New York
$78.6M +$10.8M +751,222 +18%
Wells Fargo
14
Wells Fargo
California
$76M -$2.82M -196,105 -4%
Invesco
15
Invesco
Georgia
$72.9M +$7.35M +511,157 +12%
State Street
16
State Street
Massachusetts
$71M +$335K +23,315 +0.5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$64.9M +$140K +9,701 +0.2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$61.2M +$11.8M +817,070 +27%
CCM
19
Channing Capital Management
Illinois
$58.1M -$8.73M -606,671 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$53.7M -$12.5M -869,197 -20%
Northern Trust
21
Northern Trust
Illinois
$48.1M +$435K +30,272 +1%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$47.5M +$12.3M +852,933 +39%
Citadel Advisors
23
Citadel Advisors
Florida
$46.6M +$16.5M +1,145,676 +63%
Bank of America
24
Bank of America
North Carolina
$41.3M +$2.94M +204,625 +8%
N
25
Nuveen
North Carolina
$40.7M +$3.36M +233,803 +10%

ZWS Hedge Fund Activity: Q4 2019 in Review

222 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zurn Elkay Water Solutions (ZWS) for Q4 2019, worth a combined $4B — up 34% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ZWS positions and 11 closed out — a net gain of 42 holders — while 85 added to existing stakes and 52 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $34.9M. The largest seller was Bank of New York Mellon, cutting an estimated $12.5M.

  • 222 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q4 2019, up from 183 in Q3 2019.
  • Funds reported $4B of Zurn Elkay Water Solutions stock for Q4 2019, up 34% quarter-over-quarter.
  • 53 funds opened new Zurn Elkay Water Solutions positions in Q4 2019 and 11 closed out, a net change of +42 holders.
  • The largest Zurn Elkay Water Solutions buyer in Q4 2019 was Janus Henderson Group, an estimated $34.9M added.
  • The largest Zurn Elkay Water Solutions seller in Q4 2019 was Bank of New York Mellon, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2019.