Zurn Elkay Water Solutions
ZWS
219 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, 86 increasing their positions, 75 reducing their positions, and 35 closing their positions.
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: 3 → 4 (+1)
15% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 75
0.82% more ownership
Funds ownership: 76.13% → 76.94% (+0.82%)
3% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 35
3% less funds holding
Funds holding: 225 → 219 (-6)
13% less capital invested
Capital invested by funds: $3.31B → $2.89B (-$420M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.5M |
| 2 |
JWCA
J.W. Coons Advisors
Columbus,
Ohio
|
+$37.1M |
| 3 |
BMO
Beck Mack & Oliver
New York
|
+$32.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$32.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$80.8M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$56.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$25.3M |
| 4 |
BlackRock
New York
|
-$16.7M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$16.4M |
ZWS Hedge Fund Activity: Q4 2022 in Review
219 of the 6,237 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 13% from $3.31B 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 86 added.
The largest buyer was Bank of America, adding an estimated $84.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $80.8M sold.
- 219 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 13% 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 Capital World Investors, an estimated $80.8M sold.
Based on aggregated 13F filings for Q4 2022.