Ecolab
1,360 hedge funds and large institutions have $44.1B invested in Ecolab in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 447 increasing their positions, 527 reducing their positions, and 70 closing their positions.
170% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 70
20% more capital invested
Capital invested by funds: $36.6B → $44.1B (+$7.48B)
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
8% more funds holding
Funds holding: 1,259 → 1,360 (+101)
2.61% more ownership
Funds ownership: 75.38% → 77.99% (+2.6%)
15% less repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 527
27% less call options, than puts
Call options by funds: $105M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.09B |
| 2 |
Man Group
London,
United Kingdom
|
+$154M |
| 3 |
State Street
Boston,
Massachusetts
|
+$92.2M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$82.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$76.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$309M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$131M |
| 3 |
CCM
Cantillon Capital Management
New York
|
-$96.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$48.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$44.1M |
ECL Hedge Fund Activity: Q4 2023 in Review
1,360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q4 2023, worth a combined $44.1B — up 20% from $36.6B a quarter earlier.
Buyers outnumbered sellers: 189 funds opened new ECL positions and 70 closed out — a net gain of 119 holders — while 447 added to existing stakes and 527 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.09B. The largest seller was Wellington Management Group, cutting an estimated $309M.
- 1,360 institutional investors held Ecolab (ECL) as of Q4 2023, up from 1,259 in Q3 2023.
- Funds reported $44.1B of Ecolab stock for Q4 2023, up 20% quarter-over-quarter.
- 189 funds opened new Ecolab positions in Q4 2023 and 70 closed out, a net change of +119 holders.
- The largest Ecolab buyer in Q4 2023 was Morgan Stanley, an estimated $1.09B added.
- The largest Ecolab seller in Q4 2023 was Wellington Management Group, an estimated $309M sold.
Based on aggregated 13F filings for Q4 2023.