Zurn Elkay Water Solutions
ZWS
222 hedge funds and large institutions have $2.98B invested in Zurn Elkay Water Solutions in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 34 closing their positions.
11,576% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $160K
43% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 65
2.31% more ownership
Funds ownership: 76.94% → 79.25% (+2.3%)
1% more funds holding
Funds holding: 219 → 222 (+3)
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
3% more capital invested
Capital invested by funds: $2.89B → $2.98B (+$84.7M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$117M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$32.7M |
| 3 |
Renaissance Technologies
New York
|
+$23.1M |
| 4 |
BMO
Beck Mack & Oliver
New York
|
+$22.6M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$68.3M |
| 2 |
ClearBridge Investments
New York
|
-$46.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$31.3M |
| 4 |
BCP
Bayberry Capital Partners
New York
|
-$29.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24M |
ZWS Hedge Fund Activity: Q1 2023 in Review
222 of the 6,283 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: 37 funds opened new ZWS positions and 34 closed out — a net gain of 3 holders — while 93 added to existing stakes and 65 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.
- 222 institutional investors held Zurn Elkay Water Solutions (ZWS) as of Q1 2023, up from 219 in Q4 2022.
- Funds reported $2.98B of Zurn Elkay Water Solutions stock for Q1 2023, up 2.9% quarter-over-quarter.
- 37 funds opened new Zurn Elkay Water Solutions positions in Q1 2023 and 34 closed out, a net change of +3 holders.
- 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.