Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZURN ELKAY WATER SOLNS CORP (ZWS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — ZWS

Based on 364 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
364 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

191 buying172 selling
Last quarter: 191 funds bought or added vs 172 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 (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 37 → 75 → 61. 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+) 30% medium 22% new
175 out of 364 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

49 → 58 → 37 → 75 → 61 new funds/Q
New funds entering each quarter: 58 → 37 → 75 → 61. A growing number of institutions are discovering ZWS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 23% 1-2yr 27% new
Of 365 current holders: 181 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
46 of 364 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: ZWS
2026 Q1 Stats Unlock in 15 days 365 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 365 350 4.29%
13F Shares 147M 152M -3.23%
Total Value $6.70B $6.98B -3.92%
New Positions 61 75 -14
Increased Positions 131 109 +22
Closed Positions 45 50 -5
Reduced Positions 128 125 +3
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZWS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

365 + investors

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

Top 25 institutional holders of ZWS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yorktown Management & Research Co Inc 0.37% 9,750 $437K
2 PEREGRINE CAPITAL MANAGEMENT LLC 0.31% 189,251 $8.5M
3 Peterson Wealth Services 0.24% 21,587 $968K
4 MQS Management LLC 0.19% 6,276 $281K
5 Impact Capital Partners LLC 0.19% 13,874 $622K
6 Perpetual Ltd 0.17% 242,640 $10.9M
7 Heritage Family Offices, LLP 0.15% 7,565 $339K
8 R Squared Ltd 0.13% 5,114 $229K
9 Granite Investment Partners, LLC 0.13% 45,502 $2.0M
10 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% 496,639 $22.3M
11 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.12% 77,700 $3.5M
12 NJ State Employees Deferred Compensation Plan 0.11% 22,000 $1.0M
13 AZZAD ASSET MANAGEMENT INC /ADV 0.11% 24,673 $1.1M
14 HARBOR CAPITAL ADVISORS, INC. 0.10% 28,086 $1K
15 LBP AM SA 0.10% 162,155 $7.3M
16 EVERPAR ADVISORS LLC 0.10% 6,233 $279K
17 Bayforest Capital Ltd 0.09% 1,883 $84K
18 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.08% 170,060 $7.6M
19 MOODY NATIONAL BANK TRUST DIVISION 0.07% 17,461 $783K
20 LVW Advisors, LLC 0.06% 14,787 $663K
21 TruNorth Capital Management, LLC 0.06% 7,176 $322K
22 Thrive Wealth Management, LLC 0.05% 8,219 $369K
23 Louisiana State Employees Retirement System 0.05% 65,800 $3K
24 Balboa Wealth Partners 0.04% 5,244 $235K
25 Candriam S.C.A. 0.04% 160,164 $7.2M
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 — 2 quarters in a row: For 2 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 — 53% buying: Last quarter: 191 funds bought or added vs 172 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 — 50% AUM from top-100 funds: 46 of 364 holders are among the 100 largest funds by AUM, controlling 50% 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: 175 out of 364 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.