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Ecolab
ECL

724 hedge funds and large institutions have $24.5B invested in Ecolab in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 282 increasing their positions, 286 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$807M)

0.03% less ownership

Funds ownership: 75.43% → 75.4% (-0.03%)

1% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 286

3% less funds holding

Funds holding: 743 → 724 (-19)

15% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $33.3M

21% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 52

Holders
724
Holders Change
-19
Holders Change %
-2.56%
% of All Funds
20.91%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
1.24%
New
41
Increased
282
Reduced
286
Closed
52
Calls
$28.2M
Puts
$33.3M
Net Calls
-$5.13M
Net Calls Change
-$211K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$176M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$104M
3
JIM
Jensen Investment Management
Oregon
+$61.6M
4
MCM
Marsico Capital Management
Colorado
+$44.1M
5
Brown Advisory
Brown Advisory
Maryland
+$41.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
2
O
OppenheimerFunds
New York
-$116M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$71.5M
4
DSA
Davis Selected Advisers
Arizona
-$56.1M
5
Invesco
Invesco
Georgia
-$52M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
576
First Allied Advisory Services
California
$399K +$53.3K +509 +16%
ICOA
577
Investment Centers of America
North Dakota
$398K +$145K +1,388 +52%
PA
578
Pinnacle Associates
New York
$396K -$1.65M -15,766 -81%
WPP
579
Whalerock Point Partners
Rhode Island
$396K – – –
WEC
580
Winslow Evans & Crocker
Massachusetts
$395K -$10.8K -103 -3%
GAM
581
Gould Asset Management
California
$393K – – –
TCM
582
Tradition Capital Management
New Jersey
$377K – – –
Massachusetts Financial Services
583
Massachusetts Financial Services
Massachusetts
$377K -$4.19K -40 -1%
PWM
584
Perigon Wealth Management
California
$375K – – –
ST
585
Smithfield Trust
Pennsylvania
$371K -$4.19K -40 -1%
WCM
586
Washington Capital Management
Washington
$369K – – –
IC
587
IKOS CIF
Cyprus
$368K +$350K +3,344 New
Creative Planning
588
Creative Planning
Kansas
$367K +$102K +976 +40%
SFA
589
Sequoia Financial Advisors
Ohio
$362K +$39.1K +373 +13%
HPBT
590
High Point Bank & Trust
North Carolina
$348K -$18.3K -175 -5%
CC
591
Cannell & Co
New York
$347K +$337K +3,217 New
JRP
592
Jasper Ridge Partners
California
$346K – – –
NFC
593
Northeast Financial Consultants
Connecticut
$346K – – –
AI
594
Atria Investments
North Carolina
$346K +$8.48K +81 +3%
PPCM
595
Pillar Pacific Capital Management
California
$344K – – –
CCP
596
Clarkston Capital Partners
Michigan
$340K +$330K +3,150 New
MSU
597
Maple Securities USA
New Jersey
$337K +$36.6K +349 +13%
HHGA
598
Halbert Hargrove Global Advisors
California
$335K -$31.4K -300 -9%
CB
599
Chemical Bank
Michigan
$330K – – –
ZIC
600
ZWJ Investment Counsel
Georgia
$330K – – –
22 23
24
25 26

ECL Hedge Fund Activity: Q1 2014 in Review

724 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ecolab (ECL) for Q1 2014, worth a combined $24.5B — up 3.4% from $23.7B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of ECL and 41 opened new positions — a net loss of 11 holders — while 286 trimmed existing stakes and 282 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $163M.

  • 724 institutional investors held Ecolab (ECL) as of Q1 2014, down from 743 in Q4 2013.
  • Funds reported $24.5B of Ecolab stock for Q1 2014, up 3.4% quarter-over-quarter.
  • 41 funds opened new Ecolab positions in Q1 2014 and 52 closed out, a net change of -11 holders.
  • The largest Ecolab buyer in Q1 2014 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Ecolab seller in Q1 2014 was Fidelity Investments, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2014.