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Zurn Elkay Water Solutions
ZWS

Overview Fund Activity

277 hedge funds and large institutions have $4.27B invested in Zurn Elkay Water Solutions in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 29 closing their positions.

Holders
277
Holders Change
+45
Holders Change %
+19.4%
% of All Funds
4.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
75
Increased
79
Reduced
88
Closed
29
Calls
$3.44M
Puts
$2.39M
Net Calls
+$1.05M
Net Calls Change
-$1.71M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$362M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Wells Fargo
3
Wells Fargo
California
$68M
4
RJA
4
Raymond James & Associates
Florida
$36.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$202M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$521K
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
TCM
4
TimesSquare Capital Management
New York
$0
5
Macquarie Group
5
Macquarie Group
Australia
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$404M 13,738,204 +131,683 +1%
BlackRock
2
BlackRock
New York
$370M 12,564,273 +65,278 +0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$362M 12,310,358 +5,099,911 +71%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$298M 10,144,139 -516,762 -5%
Bank of America
5
Bank of America
North Carolina
$244M 8,291,694 +220,127 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$202M 6,885,013 -3,707,870 -35%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$174M 5,911,649 +334,213 +6%
Macquarie Group
8
Macquarie Group
Australia
$151M 5,143,360 -692,247 -12%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$122M 4,150,678 +3,743 +0.1%
Invesco
10
Invesco
Georgia
$108M 3,657,398 -195,832 -5%
Morgan Stanley
11
Morgan Stanley
New York
$101M 3,449,082 +2,376,501 +222%
State Street
12
State Street
Massachusetts
$95.6M 3,251,133 +157,898 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$90.5M 3,075,396 +132,204 +4%
BMO
14
Beck Mack & Oliver
New York
$88.7M 3,017,598 -595 -0%
Brown Advisory
15
Brown Advisory
Maryland
$82.3M 2,797,537 +48,695 +2%
Wells Fargo
16
Wells Fargo
California
$68M 2,311,046 +2,206,508 +2,111%
CGA
17
Crescent Grove Advisors
Illinois
$62.5M 2,125,854 -16,600 -0.8%
Charles Schwab
18
Charles Schwab
California
$50.8M 1,726,280 +38 +0%
AAM
19
ACK Asset Management
Connecticut
$50M 1,700,000 – –
Goldman Sachs
20
Goldman Sachs
New York
$47.9M 1,630,310 -77,499 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$47.9M 1,627,189 -81,305 -5%
Northern Trust
22
Northern Trust
Illinois
$45.8M 1,558,261 +183 +0%
Amundi
23
Amundi
France
$45.3M 1,585,982 -30,036 -2%
JWCA
24
J.W. Coons Advisors
Ohio
$44.3M 1,506,735 -181,783 -11%
Franklin Resources
25
Franklin Resources
California
$42.2M 1,435,181 -558,293 -28%
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