We are live on ! Find out more
ZWS icon

Zurn Elkay Water Solutions

215 hedge funds and large institutions have $3.85B invested in Zurn Elkay Water Solutions in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,776% more call options, than puts

Call options by funds: $23.7M | Put options by funds: $1.27M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $2.98B → $3.85B (+$870M)

2.91% more ownership

Funds ownership: 79.25%82.17% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

3% less funds holding

Funds holding: 221215 (-6)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
215
Holders Change
-6
Holders Change %
-2.71%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
75
Reduced
79
Closed
38
Calls
$23.7M
Puts
$1.27M
Net Calls
+$22.5M
Net Calls Change
+$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$371M +$31M +1,361,482 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$370M -$5.47M -240,330 -2%
BlackRock
3
BlackRock
New York
$319M +$68.2M +2,994,006 +34%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$306M -$2.46M -107,910 -0.9%
Bank of America
5
Bank of America
North Carolina
$217M +$5.06M +222,424 +3%
Macquarie Group
6
Macquarie Group
Australia
$157M +$6.28M +275,593 +5%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$116M +$54M +2,371,494 +122%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$112M -$157K -6,888 -0.2%
Invesco
9
Invesco
Georgia
$99.9M +$10M +439,749 +13%
State Street
10
State Street
Massachusetts
$82.3M +$6.23M +273,766 +10%
BMO
11
Beck Mack & Oliver
New York
$80M +$9.96M +437,548 +17%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$79.1M +$67M +2,941,662 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$76.4M +$7.4M +325,131 +13%
Brown Advisory
14
Brown Advisory
Maryland
$74.1M +$123K +5,410 +0.2%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$70.7M -$10.2M -449,812 -15%
Franklin Resources
16
Franklin Resources
California
$69.2M +$24.8M +1,087,354 +73%
CGA
17
Crescent Grove Advisors
Illinois
$57.6M
Goldman Sachs
18
Goldman Sachs
New York
$52.2M +$33.2M +1,458,695 +301%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$46.1M +$7.08M +311,044 +22%
Charles Schwab
20
Charles Schwab
California
$45.9M +$644K +28,286 +2%
PAMS
21
Pictet Asset Management (Switzerland)
Switzerland
$45.8M +$1.71M +75,018 +5%
Amundi
22
Amundi
France
$45.8M -$16.6M -727,756 -30%
AAM
23
ACK Asset Management
Connecticut
$45.7M +$9.32M +409,096 +32%
JWCA
24
J.W. Coons Advisors
Ohio
$42.5M +$237K +10,411 +0.7%
Northern Trust
25
Northern Trust
Illinois
$40M +$3.52M +154,604 +12%