Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zurn Elkay Water Solns Corp (ZWS)

413 + 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
↑ +33
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — ZWS

Based on 415 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
415 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 — +21% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+21% 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

221 buying182 selling
Last quarter: 221 funds bought or added vs 182 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new ZWS position: 39 → 77 → 63 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 24% new
189 out of 415 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.
📈

Growing discovery — still being found

60 → 39 → 77 → 63 → 74 new funds/Q
New funds entering each quarter: 39 → 77 → 63 → 74. A growing number of institutions are discovering ZWS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 28% newcomers

■ 54% veterans ■ 18% 1-2yr ■ 28% new
Entry-cohort mix of 415 holders: 223 (54%) are 2+ year veterans, 76 entered 1–2 years ago, and 116 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
58 of 415 holders are among the 100 largest funds by AUM, controlling 40% 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 Q1, 221 hedge funds were net buyers of ZWS (74 opened a new position, 147 added to an existing one), while 182 reduced or exited (141 trimmed, 41 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in ZWS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 415.

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

-- --

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

Is It Too Late to Buy Zurn Elkay Water Solns Corp (ZWS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ZWS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
ZWS
nan%
XLI
+11.0%

ZWS outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
ZWS
nan%
XLI
+4.8%

Since the filing became public, ZWS outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ZWS
413 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 413 382 8.12%
13F Shares 146M 148M -1.59%
Total Value $6.26B $6.73B -6.93%
New Positions 73 63 +10
Increased Positions 146 133 +13
Closed Positions 42 46 -4
Reduced Positions 141 132 +9
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZWS

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Institutional Holders (2026 Q1)

413 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crescent Grove Advisors, LLC 5.76% 1,334,775 $59.9M
2 Beck Mack & Oliver LLC 3.23% 3,497,990 $156.8M
3 Kayne Anderson Rudnick Investment Management LLC 1.43% 10,850,567 $486.5M
4 Impax Asset Management Group plc 0.82% 2,609,142 $117.0M
5 Future Fund LLC 0.77% 48,574 $2.2M
6 Oberweis Asset Management Inc/ 0.47% 352,183 $15.8M
7 Globeflex Capital L P 0.38% 55,997 $2.5M
8 Yorktown Management & Research Co Inc 0.37% 9,750 $437K
9 Twinbeech Capital LP 0.37% 78,650 $3.5M
10 PDT Partners, LLC 0.33% 123,366 $5.5M
11 Peregrine Capital Management LLC 0.31% 189,251 $8.5M
12 Sapience Investments, LLC 0.31% 53 $2K
13 Mirova 0.30% 167,277 $7.5M
14 Driehaus Capital Management LLC 0.30% 897,614 $40.2M
15 Triodos Investment Management BV 0.29% 87,000 $3.9M
16 Fuller & Thaler Asset Management, INC. 0.27% 1,774,315 $79.6M
17 Perbak Capital Partners LLP 0.25% 22,544 $1.0M
18 Peterson Wealth Services 0.24% 21,587 $968K
19 Intesa Sanpaolo S.p.A. 0.23% 87,144 $3.9M
20 Nomura Asset Management International INC. 0.22% 2,806,370 $125.8M
21 MQS Management LLC 0.19% 6,276 $281K
22 Truvestments Capital LLC 0.19% 23,303 $1.0M
23 Impact Capital Partners LLC 0.19% 13,874 $622K
24 Global Alpha Capital Management Ltd. 0.18% 67,070 $3.0M
25 Paradigm Capital Management Inc/Ny 0.18% 102,300 $4.6M
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 — 3 quarters in a row: For 3 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: 221 funds bought or added vs 182 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 — 40% AUM from top-100 funds: 58 of 415 holders are among the 100 largest funds by AUM, controlling 40% 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?

46% of holders stayed for 2+ years: 189 out of 415 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.

Is it too late to buy Zurn Elkay Water Solns Corp (ZWS) following the 2026 Q1 hedge fund 13F filings?

As of today, ZWS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ZWS has gained nan% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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