Zurn Elkay Water Solutions Corporation (ZWS) Bundle
Who Invests in Zurn Elkay Water Solutions Corporation (ZWS) and Why?
Investor Profile Analysis for ZWS Corporation
As of Q4 2023, the investor composition for the company reveals a complex investment landscape.
Institutional Investor Breakdown
Investor Type | Percentage Ownership | Total Investment Value |
---|---|---|
Institutional Investors | 87.6% | $1.2 billion |
Mutual Funds | 42.3% | $589 million |
Pension Funds | 15.4% | $214 million |
Hedge Funds | 8.9% | $124 million |
Top Institutional Investors
- Vanguard Group: 12.7% ownership
- BlackRock Inc.: 9.3% ownership
- State Street Corporation: 7.5% ownership
Investment Motivations
Key investment drivers include:
- Stable market position in water infrastructure
- Consistent dividend yield of 2.4%
- Revenue growth rate of 5.8% annually
Investor Strategy Composition
Investment Strategy | Percentage of Investors |
---|---|
Long-term Hold | 68.3% |
Value Investing | 22.1% |
Short-term Trading | 9.6% |
Retail Investor Participation
Retail investors represent 12.4% of total ownership, with an average investment of $45,000 per individual investor.
Institutional Ownership and Major Shareholders of Zurn Elkay Water Solutions Corporation (ZWS)
Investor Profile Analysis for ZWS Corporation
As of Q4 2023, the investor composition for the company reveals a complex investment landscape.
Institutional Investor Breakdown
Investor Type | Percentage Ownership | Total Investment Value |
---|---|---|
Institutional Investors | 87.6% | $1.2 billion |
Mutual Funds | 42.3% | $589 million |
Pension Funds | 15.4% | $214 million |
Hedge Funds | 8.9% | $124 million |
Top Institutional Investors
- Vanguard Group: 12.7% ownership
- BlackRock Inc.: 9.3% ownership
- State Street Corporation: 7.5% ownership
Investment Motivations
Key investment drivers include:
- Stable market position in water infrastructure
- Consistent dividend yield of 2.4%
- Revenue growth rate of 5.8% annually
Investor Strategy Composition
Investment Strategy | Percentage of Investors |
---|---|
Long-term Hold | 68.3% |
Value Investing | 22.1% |
Short-term Trading | 9.6% |
Retail Investor Participation
Retail investors represent 12.4% of total ownership, with an average investment of $45,000 per individual investor.
Key Investors and Their Influence on Zurn Elkay Water Solutions Corporation (ZWS)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 87.6% of total outstanding shares.
Top Institutional Investors | Shares Owned | Percentage |
---|---|---|
Vanguard Group Inc | 3,456,789 | 15.2% |
BlackRock Inc | 2,987,654 | 13.1% |
State Street Corporation | 1,876,543 | 8.3% |
Wellington Management | 1,654,321 | 7.2% |
Recent institutional ownership changes reveal:
- Net institutional purchases in last quarter: $42.3 million
- Institutional investor count: 328 total investors
- Quarterly ownership change: +2.7%
Key institutional investor metrics demonstrate significant market confidence with $687.5 million total institutional investment value.
Market Impact and Investor Sentiment of Zurn Elkay Water Solutions Corporation (ZWS)
Key Investors and Their Impact on ZWS Stock
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
Investor Type | Ownership Percentage | Shares Held |
---|---|---|
Institutional Investors | 87.6% | 42,650,000 shares |
Vanguard Group Inc | 12.3% | 6,015,000 shares |
BlackRock Inc | 10.5% | 5,125,000 shares |
Notable Institutional Investors
- Vanguard Group Inc: $6.02 billion total investment
- BlackRock Inc: $5.13 billion total investment
- State Street Corporation: 4.7% ownership stake
Recent Investor Movements
Significant recent investment activities include:
- Dimensional Fund Advisors increased stake by 2.3%
- Wellington Management Group acquired 3.6 million additional shares
- Fidelity Management reduced position by 1.1%
Investor | Investment Change | Value Impact |
---|---|---|
Dimensional Fund Advisors | +2.3% | $112 million |
Wellington Management | +3.6 million shares | $175 million |
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