Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zurn Elkay Water Solns Corp (ZWS)

429 + Investors. Track Smart Money conviction in ZWS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — ZWS

Based on 429 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ZWS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
429 hedge funds hold ZWS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

230 buying192 selling
Last quarter: 230 funds bought or added vs 192 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 77 → 63 → 75 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
204 out of 429 hedge funds have held ZWS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~60 new funds/quarter

40 → 77 → 63 → 75 → 60 new funds/Q
New funds entering each quarter: 77 → 63 → 75 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 27% newcomers

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Entry-cohort mix of 429 holders: 237 (55%) are 2+ year veterans, 76 entered 1–2 years ago, and 116 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
59 of 429 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in ZWS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ZWS

In 2026 Q2, 230 hedge funds were net buyers of ZWS (60 opened a new position, 170 added to an existing one), while 192 reduced or exited (143 trimmed, 49 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in ZWS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 429.

Hedge Fund Ownership: ZWS

How many hedge funds hold ZWS — quarterly history vs. share price
Quarterly hedge fund ownership of ZWS vs. share price

Market Analysis: ZWS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZWS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ZWS
429 + Investors

Track Smart Money conviction in ZWS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 429 418 2.63%
13F Shares 148M 148M 0.21%
Total Value $7.17B $6.32B 13.47%
New Positions 60 75 -15
Increased Positions 170 147 +23
Closed Positions 49 40 +9
Reduced Positions 143 143 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZWS

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Institutional Holders (2026 Q2)

429 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZWS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ZWS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crescent Grove Advisors, LLC 9.91% 2,349,563 $118.7M
2 Beck Mack & Oliver LLC 3.38% 3,431,406 $173.4M
3 Kayne Anderson Rudnick Investment Management LLC 1.40% 8,892,334 $449.3M
4 Impax Asset Management Group plc 0.87% 2,633,758 $133.1M
5 Trium Capital LLP 0.77% 24,678 $1.2M
6 Future Fund LLC 0.75% 51,694 $2.6M
7 Oberweis Asset Management Inc/ 0.49% 468,453 $23.7M
8 Globeflex Capital L P 0.36% 56,336 $2.8M
9 Campbell & CO Investment Adviser LLC 0.36% 134,197 $6.8M
10 Driehaus Capital Management LLC 0.35% 1,195,710 $60.4M
11 Fox Run Management, L.L.C. 0.31% 37,133 $1.9M
12 Mirova 0.31% 165,567 $8.4M
13 Triodos Investment Management BV 0.31% 100,000 $5.1M
14 Yorktown Management & Research Co Inc 0.30% 9,750 $493K
15 PDT Partners, LLC 0.30% 113,666 $5.7M
16 Peregrine Capital Management LLC 0.30% 180,041 $9.1M
17 Twinbeech Capital LP 0.28% 30,800 $1.6M
18 MQS Management LLC 0.26% 4,212 $213K
19 Occudo Quantitative Strategies LP 0.25% 93,591 $4.7M
20 Fuller & Thaler Asset Management, INC. 0.25% 1,794,463 $90.7M
21 Peterson Wealth Services 0.24% 22,207 $1.1M
22 Paradigm Capital Management Inc/Ny 0.24% 174,900 $8.8M
23 Global Alpha Capital Management Ltd. 0.20% 66,923 $3.4M
24 Perpetual Ltd 0.20% 277,667 $14.0M
25 Quantbot Technologies LP 0.20% 98,709 $5.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Zurn Elkay Water Solns Corp (ZWS)

What does the Smart Money Trend signal show for ZWS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ZWS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ZWS?

Slight buying edge — 55% buying: Last quarter: 230 funds bought or added vs 192 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZWS holders?

Elite ownership — 56% AUM from top-100 funds: 59 of 429 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in ZWS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ZWS?

48% of holders stayed for 2+ years: 204 out of 429 hedge funds have held ZWS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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